Investment Banking Trainee

About the Role

This is an Early Careers: Investment Banking Trainee role based out of Aon's New York City office. It is part of a structured 10-month Early Career Development Program called "Launch."

Key Responsibilities

• Financial Modeling: Building three statement financial models and projections, discounted cash flow models, and M&A combination analyses.
• Financial Analysis: Reviewing public and confidential company information, peer data, and precedent transactions to identify relevant trends for clients.
• Valuation Analyses: Conducting comparable company, comparable transaction, regression, and discounted cash flow analyses.
• Presentation Development: Assisting in crafting investment banking marketing materials, presentations for senior management, and board-level client presentations.
• Synthesizing information and making recommendations by combining data from clients and colleagues to inform financial projections.
• Proactively identifying alternative ideas and solutions to meet client goals.
• Industry Research: Tracking (re)insurance industry trends and translating them into insights for client recommendations.
• Maintaining and Establishing Client Relationships: Developing relationships within Aon and growing existing client relationships.

Requirements & Tech Stack

• Financial modeling experience is required.
• Strong Excel and PowerPoint skills.
• Prior experience with data analysis concepts, including reproducibility and version control.
• Proficiency with Microsoft Office applications, including Excel, PowerPoint, and Word.
• Confidence using technology and a willingness to learn new tools, internal AI platforms, and technology-enabled ways of working.

Qualifications

• College Seniors graduating between Spring 2026 to Spring 2027 with a minimum cumulative GPA of 3.0.
• Interest in the financial services or (re)insurance, ideally in corporate finance, financial planning, financial analysis, and/or accounting.
• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, a related field, or equivalent professional experience.
• Knowledge of accounting and finance concepts, with knowledge of balance sheet concepts for financial institutions a plus.
• Strong analytical and problem-solving skills.
• Flexible and adaptable in work tasks and approach.
• Ability to operate effectively in a cooperative and matrixed setting.
• Focused, with strong organizational abilities and attention to detail.
• Good interpersonal skills, client management and communication abilities.
• Excellent written and verbal communication skills.
• Analytical and critical thinking, problem-solving ability, and attention to detail.
• A collaborative mindset, alongside initiative, adaptability, and a willingness to contribute as part of a team.
• Excellent organizational skills, with the ability to manage multiple priorities and meet deadlines.
• Interpersonal skills and the ability to build positive working relationships with colleagues, clients, and external partners.
• Initiative and a commitment to continuous learning, growth, and professional development.
• Legally authorized to work in the United States without the need for employer sponsorship.