Investment Banking Summer Analyst (Summer of 2027) jobs in United States
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Stephens · 1 day ago

Investment Banking Summer Analyst (Summer of 2027)

Stephens is a family-owned diversified financial services firm that has been in operation since 1933. They are seeking interns for their Investment Banking Summer Analyst Program, where participants will receive training and hands-on experience while contributing to live deals and pitches alongside experienced bankers.

BankingFinanceFinancial Services

Responsibilities

Assisting in the development of detailed financial analysis for various types of transactions
Assisting in the development and composition of presentation materials including: tailored pitch books, Confidential Information Memorandums and other marketing materials
Assisting in conducting quantitative and qualitative industry research and analysis
Performing other operational and administrative tasks as needed

Qualification

Financial analysisPresentation materialsIndustry researchFinance knowledgeAccounting knowledgeMicrosoft ExcelAnalytical skillsInterpersonal skillsCommunication skillsProblem solvingTime managementAttention to detailIntegrityConfidentiality

Required

Undergraduate coursework in Finance or Accounting preferred
Strong interpersonal skills
Excellent verbal and written communication skills, effective team player and a commitment to excellence
Analytical, critical thinking and problem solving skills with the ability to determine the appropriate action
Self-starter with the ability to manage time effectively, prioritize work to balance multiple projects, and meet deadlines with minimal supervision
Attention to detail with emphasis on accuracy and quality
Outstanding record of academic achievement
Demonstrated interest in accounting and finance
Math and analytical aptitude must be exceptional
High level of personal integrity and work ethic
Ability to maintain confidentiality
Advanced computer skills in Microsoft Word, Excel, PowerPoint and Access
Ability to accurately read, interpret and communicate large volumes of numbers and data

Company

Stephens

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Stephens is a privately held financial services firm focused on building long-term relationships and long-term results.

Funding

Current Stage
Late Stage

Leadership Team

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Jason Fair
Senior Vice President
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August B. Widmer
Investment Banking Vice President
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