2027 Summer Intern Program - Strategic Planning

Net Impact; Charlotte, Northern (NC, KY); Hybrid; USD 28,000 - 34,000; Full time

Benefits offered by this job

Hybrid work model

Mentorship program

Tuition reimbursement

Medical/dental/vision coverage

Job summary

SMBC in Charlotte, NC invites undergraduates to join a 10-week Summer Intern Program in Strategic Planning. You will work on project teams, build financial models, and contribute to client presentations while gaining exposure to enterprise-wide initiatives.

The program emphasizes transformation and change management, with mentorship, training, and a hybrid work model balancing office and remote work.

Qualifications

• Pursuing an undergraduate degree with expected graduation in December 2027 or May 2028.
• Strong written and verbal communication with ability to convey concepts clearly.
• Interest in strategic planning, transformation, and cross-functional collaboration.

Responsibilities

• Build financial models and analyses.
• Develop client presentations and supporting materials.
• Conduct research and participate in client meetings as part of the internship program.

Skills

Project management

Organizational change management

Data analysis

Communication

Attention to detail

Education

Undergraduate degree, 2027/2028

Job description

# 2027 Summer Intern Program - Strategic PlanningSMBCCharlotte, NCShare---Company Overview SMBC hosts a 10-week Summer Intern Program for undergraduate students who will have the opportunity to work on teams, be exposed to significant firm-wide projects within their respective business areas and support a range of deals with our clients. Participants in our Summer Intern Program will work on a variety of projects including building financial models, developing client presentations, conducting research, and participating in client meetings – all to improve their understanding of the global banking industry. Our Summer Intern Program is a pipeline to our full-time Analyst Program. Check out all of our upcoming events here Join our Talent Community here Who We Are SMBC Group is a top-tier global financial group. Headquartered in Tokyo, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 150 offices and 86,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. In the Americas, we are more than 6,000 employees strong with a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. SMFG’s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. Built upon a foundation that leverages the perspective of more than 400 years of history, our Japanese heritage affirms a sense of honor and commitment that is increasingly rare in the financial world. Our deeply-held values of service, respect, and integrity are present in everything we do. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, we offer a range of commercial and investment banking services to our corporate, institutional, and municipal clients. We connect a diverse client base to local markets and the organization’s extensive global network. As we continue to grow our presence in the Americas, SMBC is looking for talent to support our business goals. We encourage ongoing professional development and the success of our employees as SMBC continues to service its clients around the globe. Desk Description We are looking for Summer Interns to join our Strategic Planning functions: Transformation and Change Management Group Drives SMBC AD’s enterprise transformation agenda, delivering Target Operating Model and Front Office enablement to support business growth. The team manages complex, cross-functional programs across AD CxOs, the three lines of defense, and Group companies, while establishing consistent project management standards, governance, and reporting for material initiatives. It also develops centralized MIS and dashboards to enhance decision-making, embeds sustainability into processes, and leads efforts to implement scalable, compliant processes and systems in partnership with Finance, Technology, Risk, and Compliance. Key Skills and Interests for these areas include: Project Management, including business case development, project planning, execution monitoring, and status reporting Manage project risks, assumptions, issues, and dependencies to ensure the success of strategic initiatives in a dynamic financial environment Organizational Change Management, including stakeholder engagement, communication planning, and adoption strategies to drive successful transformation outcomes Project budgeting and forecasting Data Analysis, including data collection, interpretation, and reporting Effective communication and collaboration Attention to detail and a strong analytical mindset Program Details How Our Program Works Our Summer Intern Program is designed for students who completed their junior year. This 10-week program commences in June and includes: Orientation Training with on-the-desk experience Senior Speaker Series Japanese cultural activities Social networking activities Volunteer Day with a local nonprofit Mentorship opportunity with both a junior and senior mentor at SMBC The successful candidate will possess or demonstrate the following personal and professional attributes: Currently pursuing an undergraduate degree from an accredited university with a graduation date of December 2027 or May 2028; excellent academic record Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity Ability to comfortably interact with clients in a professional and mature manner Outstanding ethics, integrity, and judgment Intellectual curiosity SMBC’s employees participate in a hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required. Benefits Offered At SMBC, we offer a comprehensive benefits package designed to attract, retain, reward, and motivate full-time employees and their families. Our offerings include medical, dental, and vision coverage, flexible spending accounts, well-being programs, a 401(k) with matching contributions, a cash balance plan, life and AD&D insurance, short and long-term disability coverage, vacation and personal time, holidays, sick time, an Employee Assistance Program, commuter benefits, and tuition and professional training reimbursement. What's Next? Applications will be reviewed on a rolling basis. We encourage you to submit your application as early as possible as we start conducting assessment rounds ahead of the deadline. Applications close on September 27 at 9AM ET. Help us learn about you by submitting a complete application which includes your resume. After you confirm your application, we will review it to determine whether you meet certain required qualifications. If you are advanced to the next step of the process, you’ll receive an email invitation to complete a video interview. This is your opportunity to further bring your resume to life and showcase your experience to our recruiting team and hiring managers. Completion of the video interview is required, and your application will not be considered for further review until you have completed it. We strongly encourage that you apply and complete this as soon as possible, since programs will close as positions are filled. If you need a reasonable accommodation during the application process, please let us know at [e-mail].