Associate Investment Banking

Fifth Third Bank, N.A.; Cleveland (OH); On-site; USD 71,000 - 146,000; Full time

Job summary

Fifth Third Bank, N.A. invites applications for an Investment Banking Associate I in Charlotte, NC. The role supports Corporate & Investment Banking with advanced financial modeling, data analysis, and presentation materials for deal teams.

The successful candidate will manage Analyst workstreams, interact with senior bankers, and help drive loan transactions while maintaining risk and compliance standards.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 3–5 years of experience in Investment Banking M&A with strong Analyst performance.
• MBA typical but not required based on prior experience.
• Proven track record of contributing to origination and closing of complex financial transactions as part of a team.
• Securities Industry Essentials (SIE), Series 79, and Series 63 licenses (or ability to obtain).
• Strong proficiency in Microsoft Excel and PowerPoint.

Responsibilities

• Build and understand complex financial models.
• Perform complex financial analysis with minimal oversight.
• Create high-impact presentation materials using PowerPoint, Excel, Word and other software.
• Complete research and maintain information databases as required.
• Work well as part of a team in a high-stress environment and under tight deadlines.
• Develop good working relationships with peers and senior bankers.
• Manage priorities while working on multiple high-priority opportunities.
• Complete credit and corporate finance overview and analysis independently.
• Support Managing Directors with internal/external presentations.
• Interact with constituencies in executing and closing loan transactions.
• Ensure adherence to risk, compliance, confidentiality, and information barrier requirements.

Skills

Financial modeling

Presentation skills

Credit underwriting

Team leadership

Project management

Attention to detail

Client communication

Executive presence

Education

Bachelor’s in Finance/Accounting/Economics

MBA preferred

Tools

Bloomberg

Capital IQ

Job description

Charlotte, NC

Chicago, IL

Cleveland, OH

Full time

R71463

Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

ABOUT THE ROLE:

The Investment Banking Associate I p erforms a wide range of complex analytical and high-level support functions. With limited supervision, apply analytical skills to provide consistent data and reporting support for Corporate & Investment Banking teams and deal teams . Produce high quality analysis and presentation materials. Provide management and oversight of Analyst pool to ensure the production of a high quality work product.

Please see below for specific responsibilities and requirements for this role.

YOUR RESPONSIBILITIES:

The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities.

• Build and understand complex financial models.
• Perform complex financial analysis with minimal oversight.
• Create high-impact presentation materials using PowerPoint, Excel, Word and other relevant software programs.
• Complete research and maintain information databases as required.
• Work well as part of a team in a high stress environment and under tight deadlines.
• Develop good working relationships with peers and senior bankers in the Corporate & Investment Bank and the rest of the organization.
• Manage priorities while working on a number of high priority opportunities simultaneously.
• Complete credit and corporate finance overview and analysis independently.
• Serve as support to the Managing Directors and be capable of making internal and external presentations to support the efforts of the Managing Directors on the team.
• Interact with all important constituencies in the course of executing and closing loan transactions.
• Ensure adherence to risk, compliance, confidentiality, and information barrier requirements across all workstreams.

OTHER DUTIES:

Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team’s and the company’s mission.

MINIMUM REQUIREMENTS:

• Bachelor’s degree in Finance , Accounting, Economics, or a related field.
• 3–5 years of experience in Investment Banking M&A (strong Analyst performance required for internal promotion).
• MBA typical but not required based on prior experience.
• Proven track record of contributing to the origination and closing of complex financial transactions as part of a team.
• Securities Industry Essentials (SIE), Series 79, and Series 63 licenses (or ability to obtain within company policy).
• Strong proficiency in Microsoft Excel and PowerPoint.

REQUIRED SKILLS:

• Qualified candidates will bring emerging professional proficiency , generally acquired through 1-3 years of relevant work or internship experience in finance, accounting, or a related field.
• Advanced analytical and quantitative skills; ability to build/review complex financial models and interpret results.
• Strong credit underwriting skills and sound corporate finance judgment.
• Excellent presentation and communication skills (written and oral) with client-ready executive presence.
• Project management capability: prioritize competing deliverables, manage work plans, and coordinate across internal and external stakeholders in a high-pressure environment.
• Developing expertise in one or more industries; familiarity with market trends and key drivers.
• High attention to detail and strong organizational capabilities; ability to work independently and collaboratively within deal teams.
• Familiarity with financial databases and platforms (e.g., Bloomberg, Capital IQ).

SKILLS FOR SUCCESS:

• Workstream Leadership: Plan, sequence, and drive workstreams to on-time, high-quality outcomes.
• Quality Control: Establish rigorous review checkpoints to reduce errors and rework across models and materials.
• Sector Insight: Build differentiated points of view on industry trends to support origination and client dialogue.
• Team Development: Coach Analysts through feedback, templates, and modeling/presentation best practices.
• Risk & Compliance Mindset: Anticipate and surface issues early; adhere to policies, procedures, and information barriers.

DOING THE RIGHT THING:

Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets —including you —.

Associate Investment Banking

Total Base Pay Range 71,100.00 - 145,900.00 USD Annual

At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.

The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.

Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.

LOCATION -- Charlotte, North Carolina 28202

Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Introduce yourself to our team to stay connected on future opportunities. We look forward to finding the right place for you. Are you ready to take the next step?

Fifth Third is a bank that’s as long on innovation as it is on history. Since 1858, we’ve been helping individuals, families, businesses and communities grow through smart financial services that improve lives. With a commitment to taking care of our customers, employees, communities and shareholders, our goal is not only to be the nation’s highest performing regional bank, but to be the bank people most value and trust.