2027 Investment Banking Summer Analyst Diversified Industrials McLean

About the Role

Investment Banking Summer Analysts (part of the Capital Markets & Advisory area) are given a high level of responsibility on matters of business significance in a specific industry or product-focused team. Summer Analysts work with a variety of financial products, including public and private debt and equity financings, mergers and acquisitions, and financial advisory for a specified period of time. Summer Analysts will enhance their financial analysis skills, develop a deep understanding of capital markets and clients, and contribute and generate ideas on projects with significant scope and impact.

Key Responsibilities

• Develop financial models to assess debt and equity financing alternatives for transactions.
• Perform valuation methodologies, comparative company analysis and discounted cash flow analysis on target companies.
• Provide meaningful input to equity offerings, valuations, private placements, mergers and acquisitions advisories.
• Research, analyze, present and document drafting elements of a developing transaction.
• Collaborate with Senior Bankers to develop strategies for client presentations and create unique materials.
• Analyze current events in respective industry groups and provide meaningful input about the impact of critical issues in the news that are relevant to current and prospective clients and deals.
• Maintain group databases as requested for research and analysis.
• Perform other duties and responsibilities as assigned, including duties requiring independent judgment and discretion on matters of significance to the business.

Requirements & Tech Stack

None explicitly listed beyond general tools for reporting, communication, and presentations.

Qualifications

Knowledge of:

• Fundamental concepts, practices, and procedures of Investment Banking.
• Fundamental investment concepts, practices and procedures used in the securities industry.
• Concepts, practices and procedures of Tax and Accounting.
• Financial markets and products.

Skill in:

• Communicating effectively, both orally and in writing.
• Analytical skills sufficient to assess and explain events in the market.
• Problem solving and solution design skills.
• Thinking independently and developing ideas and strategies.
• Utilizing technology and systems to produce reports, communications and presentations.

Ability to:

• Gather information, identify linkages and trends, and apply findings to reports.
• Attend to detail while maintaining a big picture orientation.
• Remain cognizant of our commitment to daily workflow and regulatory compliance during high volume activity.
• Think independently on matters of significance in order to market ideas.
• Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
• Establish and maintain effective working relationships at all levels of the organization.
• Utilize judgment and discretion to work independently as well as collaboratively within a team environment.
• Assume full responsibility and accountability for own actions.
• Demonstrate uncompromising adherence to ethical principles.
• Be proactive and demonstrate readiness and ability to initiate action.

Education/Previous Experience:

• Currently enrolled in an accredited undergraduate degree program.
• OR Any equivalent combination of experience, education, and/or training as approved by Human Resources.
• High School (HS) education required.

Licenses/Certifications:

• None required.