2027 KBW Investment Banking Summer Analyst - Richmond

Stifel Financial; Richmond; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading investment bank in Richmond is offering a Summer Analyst position to provide students with a hands-on introduction to investment banking. Interns will support deal teams, conduct financial analysis, and produce client presentation materials. The ideal candidate is pursuing an undergraduate degree with a minimum GPA of 3.5 and has strong analytical skills. This internship is a stepping stone into a successful career in finance.

Qualifications

• Resume must include expected graduation month/year and GPA.
• Resume must be submitted in PDF format.
• Authorization to work in the U.S.

Responsibilities

• Support deal teams in financial modeling to analyze company projections.
• Perform financial and valuation analysis such as discounted cash flows.
• Conduct company and industry research to understand sector trends.
• Prepare client presentation materials in coordination with deal teams.
• Engage in research and due diligence processes.

Skills

Ability to manage multiple competing priorities

Excellent quantitative, interpretive, and analytical skills

Demonstrated leadership and disciplined work ethic

Excellent verbal and written communication skills

Superior attention to detail

Education

Pursuing an undergraduate degree

Minimum GPA of 3.5 or above

Tools

Excel

PowerPoint

Job description

KBW's Investment Banking 10‑Week Summer Analyst Program provides students with a hands‑on introduction to the role of an Analyst. You will work alongside our banking professionals, from the Analyst through the Managing Director levels, and will gain exposure to a variety of transactions, including merger and acquisition advisory services as well as debt and equity financings.

The Summer Analyst internship program is designed to provide an opportunity for career exploration and to enhance the development of students' potential. The program is structured to provide each Summer Analyst with the support needed for a successful summer, beginning with a robust training program. There is also a formal mentorship program, social networking events, mid and end of summer reviews, and significant learning opportunities outside of your day‑to‑day projects.

What We're Looking For

Summer Analyst candidates should possess a keen interest in finance, outstanding academic records, and a commitment to extracurricular endeavors. The ideal candidate will possess both the following required and desired qualifications:

• Ability to manage multiple competing priorities and thrive in a fast‑paced and challenging environment
• Excellent quantitative, interpretive, and analytical skills
• Demonstrated leadership and disciplined work ethic
• Excellent verbal and written communication skills
• Significant exposure to finance and accounting
• Ability to thrive in a dynamic, collaborative work environment with strong interpersonal skills
• Superior attention to detail
• Experience with financial modeling and analysis preferred
• Well‑rounded set of interests and involvement in extra‑curricular activities beyond academics. Strong candidates will also demonstrate leadership abilities through their involvement in these endeavors.

What You'll Bring

The program will provide Summer Analyst with an in‑depth understanding of the daily responsibilities of an Investment Banking analyst. Interns will assume significant responsibilities that include but are not limited to the following:

• Support deal teams in creating, maintaining, and utilizing complex financial models to analyze company projections or potential transactions
• Perform financial and valuation analysis such as discounted cash flow analysis and multiple valuation analysis
• Conduct company and industry research and gain an in‑depth understanding of sector trends
• Prepare client presentation materials in coordination with internal deal team and clients
• Develop a deep understanding of Investment Banking products and services by participating in client calls or meetings
• Engage in company and credit‑oriented research and due diligence processes
• Prepare financial and transaction documents including marketing memoranda
• Contribute to the development and communication of proposals and advice to current and prospective clients

Education & Experience

• Pursuing an undergraduate degree with an anticipated graduation date between December 2027 – May 2028
• Minimum GPA of 3.5 or above
• Resume must include expected graduation month/year and GPA
• Resume must be submitted in PDF format.
• Authorization to work in the U.S.

Systems & Technology

• Proficiency in Excel and PowerPoint

About Stifel

Keefe, Bruyette & Woods, A Stifel Company, is a full‑service investment bank and broker dealer specializing in the financial services sector. The firm maintains industry‑leading positions in the areas of mergers and acquisitions, initial public offerings, secondary offerings, research, as well as sales & trading in equities securities of financial services companies.

The firm's investment banking division provides a broad range of services to depositories, insurers, broker‑dealers, mortgage banks, asset managers, REITs, specialty finance firms, securities exchanges and fintech companies. KBW professionals advise clients on M&A origination and advisory transactions, debt and equity financings, balance sheet restructuring, and mutual thrift & insurance company conversions. Based on a history of exceptional transaction execution and significant senior level attention, KBW is a thought leaders in the industry, with a complete perspective of the micro and macro trends that impact decisions. Backed by more than 100 seasoned investment banking professionals around the world, KBW focuses their resources on developing long‑term relationships to help clients navigate increasingly interrelated global financial markets. KBW has advised on 10 of the 15 largest bank M&A deals since 2020.

Since KBW's founding in 1962, the lifeblood of the business has been the relationships the team of professionals develop with their clients, with investors, and with each other. At KBW, you'll join a group of over 400 hardworking visionaries with deep domain expertise and a unique understanding of the rapidly changing financial services industry. KBW is committed to providing an entrepreneurial environment that encourages expansive, long‑term thinking. We value diversity and aim to foster a results‑driven culture that promotes from within and empowers people of all backgrounds to succeed.