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The Summer Analyst provides research and transactional support in municipal finance, working on cash flow projections, data analysis, and preparing materials for clients and transactions.

Support senior bankers in origination, syndication, and execution of investment-grade debt transactions for Natural Resources clients. Prepare client presentations, analyze fixed-income fundamentals and macro trends, compile bond issuance data, provide indicative pricing and market commentary, manage internal approvals and client deliverables, and coordinate with internal teams and external advisors.

Support Financial Advisors with administrative and operational tasks, respond to routine client inquiries, provide account information (balances, quotes), and assist with departmental mailing and filing projects. Work part-time (20 hrs/week) in a student/coop fixed-term capacity.

Provide administrative and operational support to Financial Advisors and clients, respond to routine client inquiries, supply account information (balances, quotes), and assist with mailing and filing projects. Part-time, 15 hours/week in wealth management.