Investment Banking Summer Student, Energy

ATB Financial; Calgary; On-site; CAD 40,000 - 70,000; Part time

Benefits offered by this job

High-impact exposure to live deals

Direct mentorship with senior leaders

Job summary

ATB Financial invites applications for a 2027 Investment Banking Summer Analyst in Calgary. The role supports the Energy coverage team across oil & gas, midstream, and energy transition sectors. You will contribute to deal execution, financial modelling, and market research under senior leadership guidance.

This 2027 May–August program offers high-impact exposure, structured mentorship, and collaboration with a specialized team within ATB Cormark Capital Markets.

Qualifications

• Strong quantitative and analytical abilities with detailed attention to numbers.
• Excellent written and verbal communication skills.
• Proficiency with Excel, PowerPoint and Word; familiarity with financial databases (S&P Capital IQ, FactSet, Bloomberg).

Responsibilities

• Develop comprehensive pitch books, client presentations, and marketing materials.
• Support deal teams through execution lifecycle of advisory and financing mandates.
• Evaluate corporate financial health, perform valuation analyses, and build financial models.
• Conduct industry and company research to track market trends and identify opportunities.

Skills

Quantitative analysis

Analytical skills

Excel

PowerPoint

Communication

Education

Finance / Economics / Commerce degree

Tools

S&P Capital IQ

FactSet

Bloomberg

Job description

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID).

Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:

• Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.
• Thrive together: We want you—the unique, authentic you—to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs.
• Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.

About the role

ATB Cormark Capital Markets is a wholly-owned subsidiary of ATB Financial, an Alberta-based institution with offices in Calgary, Edmonton, Toronto, and Denver. Together, we represent a highly specialized team of experts who provide a full suite of financial service solutions, including :

• M&A Advisory: Mergers, acquisitions, divestitures, and private equity transactions
• Capital Markets: Equity and debt capital raising
• Corporate Banking: Underwriting, syndication, and project finance
• Trading & Research: Institutional sales, trading, and sector-specific equity research

ATB Cormark Capital Markets is seeking a 2027 Investment Banking Summer Analyst to join our Calgary office, supporting the firm’s Energy coverage team across traditional oil & gas, midstream, and energy transition sectors

What we offer:

• High-impact exposure to live transaction execution and strategic advisory mandates
• Direct mentorship and regular interaction with senior leadership

Role Details:

• Location: 100% onsite at our Calgary, AB office
• Term: May - August 2027

Accountabilities

Primary duties consist of, but are not limited to:

• Develop comprehensive pitch books, client presentations, and marketing materials to support strategic client decision-making
• Support deal teams across the execution lifecycle of advisory and financing mandates, taking on progressively higher levels of responsibility
• Evaluate corporate financial health, perform rigorous valuation analyses, and build comprehensive financial models
• Conduct in-depth industry and company research to track market trends, evaluate sector risks, and identify actionable opportunities
• Analyze energy market fundamentals, commodity trends, and sector-specific metrics to support mandates within the energy group
• Maintain and build internal databases, trackers, and spreadsheets to streamline team workflows

Skills, experience & requirements

• Currently pursuing an undergraduate or postgraduate degree in Finance, Economics, Commerce, or a related discipline, with an expected graduation date in Spring or Summer 2028 (though exceptionally strong candidates outside this timeframe may be considered)
• Strong foundational knowledge of business, finance, and economics, reinforced by academic excellence and relevant extracurricular or professional experience
• Exceptional quantitative and analytical skills with rigorous attention to detail, paired with the ability to quickly master complex concepts
• Demonstrated capability in Microsoft Excel, PowerPoint, and Word, alongside familiarity with financial research databases (S&P Capital IQ, FactSet, and Bloomberg)
• Outstanding written and verbal communication skills, with a collaborative approach to building professional relationships
• Proven track record of personal achievement, sound independent judgment, and the capacity to take on increasing responsibility in a fast-paced environment

Don’t meet all the requirements on the list? A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role—but you might not check all the boxes,we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.

We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed—their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business.

What happens next?

If you are shortlisted, you’ll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at [e-mail]

Stay in touch

We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to.