2027 Investment Banking Summer Associate Program

About the Role

The 10-week Summer Associate Program is designed for MBA students between their first and second year. You’ll be aligned to a product or industry group and contribute to active client engagements from the outset. The program includes immersive training, project-based learning, senior leader engagement, and networking opportunities across business lines. You will be part of a team that supports clients through strategic transactions and capital raising. From day one, you will contribute to live projects, build relationships across teams, and support work that helps clients achieve their strategic objectives in today’s dynamic environment.

Key Responsibilities

• Building valuation models and supporting transaction execution
• Conducting company and industry research
• Preparing client materials and pitch presentations
• Participating in diligence sessions, client meetings, and internal discussions
• Collaborating with senior bankers on engagements across sectors and geographies
• Contributing to analyses and deliverables that support client engagements

Requirements & Tech Stack

• Investment banking program experience or equivalent, demonstrated through work, military service, training, or education
• Curiosity, accountability, and a sharp analytical mindset
• Comfortable working in a fast-paced environment
• Ability to take initiative
• Ability to collaborate with peers and leaders
• Advanced Microsoft Office (Excel, PowerPoint, Word) skills

Qualifications

• MBA with an expected graduation date of December 2027 to June 2028
• Strong verbal and written communication skills
• Ability to operate effectively both independently and in teams
• Track record of leadership or involvement in professional or academic initiatives

Licensing Requirements

• FINRA registration for SIE, Series 63 (or 66), and Series 79 must be completed within 90 days of hire if not already held. Recognized equivalents will be accepted.

Program Locations

Positions are available in New York and Charlotte, with limited opportunities in Houston, Chicago, and Washington, D.C.

Pay Range

The pay range reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

• NC (Charlotte): $175,000 Yearly
• NY (New York City): $175,000 Yearly
• TX (Houston): $175,000 Yearly
• IL (Chicago): $175,000 Yearly
• Washington, D.C.: $175,000 Yearly

Overall potential base pay range: $150,000.00 - $250,000.00

Benefits

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement