Investment Banking Associate: Lead Deals & Client Pitches

Banco Santander SA; Madison (WI); On-site; USD 175,000 - 225,000; Full time

Job summary

Santander is seeking an Investment Banking Associate in Madison, WI, to advance from analyst-level responsibilities with leadership in deal execution and client interaction. You will participate in structured training, refine financial models, and mentor junior staff.

The role emphasizes strong Excel/PowerPoint modeling, communication, and teamwork to support complex transactions across sectors. Competitive pay and relocation support may apply.

Qualifications

• Bachelor's Degree in related field required or equivalent/work experience.
• Master's Degree preferred in related field or equivalent.
• 3+ years in finance, business, or related field.
• Demonstrated knowledge of corporate finance and investment banking products; Excel and PowerPoint with advanced modeling skills.

Responsibilities

• Lead client presentations, pitch books, and financial analyses.
• Manage and review financial models, valuation analyses and deal documentation.
• Oversee Analysts' work and ensure accuracy of deliverables.
• Participate in client meetings and deal discussions; assist in deal structuring and negotiation.
• Support senior bankers in identifying and pursuing new business opportunities.

Skills

Excel

PowerPoint

Financial modeling

Education

Bachelor's Degree

Master's Degree

Job description

Santander is seeking an Investment Banking Associate in Madison, WI, to advance from analyst-level responsibilities with leadership in deal execution and client interaction. You will participate in structured training, refine financial models, and mentor junior staff.

The role emphasizes strong Excel/PowerPoint modeling, communication, and teamwork to support complex transactions across sectors. Competitive pay and relocation support may apply.