Investment Banking Associate: Lead Deals & Client Strategy

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

Job summary

Santander's Corporate & Investment Banking team in Madison is seeking an Associate to support deal execution, client meetings, and advanced financial modeling in a fast‑paced, high‑growth environment.

You will prepare client presentations and pitch books, oversee analysts, contribute to valuation analyses, and help identify new business opportunities while developing leadership skills through structured training.

Qualifications

• Bachelor's Degree in a related field required.
• Master's Degree in related field preferred.
• 3+ years in finance, business, or related field required.
• Expert knowledge of corporate finance and investment banking products.
• Advanced financial modeling and valuation skills; Excel and PowerPoint.

Responsibilities

• Lead in deal execution and client interaction.
• Prepare client presentations, pitch books, and financial analyses.
• Manage and review financial models and valuation analyses.
• Oversee Analysts and ensure deliverable accuracy.
• Support senior bankers in identifying new business opportunities.

Skills

Financial modeling

Excel

PowerPoint

Client presentations

Communication skills

Team leadership

Education

Bachelor's Degree in related field

Master's Degree preferred

Tools

Excel

PowerPoint

Job description

Santander's Corporate & Investment Banking team in Madison is seeking an Associate to support deal execution, client meetings, and advanced financial modeling in a fast‑paced, high‑growth environment.

You will prepare client presentations and pitch books, oversee analysts, contribute to valuation analyses, and help identify new business opportunities while developing leadership skills through structured training.