Investment Banking Intern — M&A & Modeling (Spring 2027)

UP CAP; United States; On-site; USD 60,000 - 90,000; Full time

Job summary

UP CAP is seeking a driven finance student to join our team in the United States. You will contribute to financial analyses, build models, and assist in preparing client materials for fast-paced M&A and financing assignments.

This role requires strong academic performance, excellent written and verbal communication, and the ability to work with senior bankers. It is a hands-on position with significant exposure to clients and deal execution.

Qualifications

• Junior or Senior standing at a US or Canadian university with a 3.5 GPA or above.
• Ability to write marketing documentation, model transactions, conduct research.
• Financial modeling experience in Excel and basic PowerPoint skills.
• Self-driven, detail-oriented, and able to produce high-quality work quickly.
• Strong written and verbal communication skills.
• An entrepreneurial streak and work authorization in the US.

Responsibilities

• Perform financial analysis and modeling.
• Conduct company and industry research.
• Participate in development of client presentations.
• Interact with senior bankers and clients.
• Work with execution and support teams on mergers, acquisitions, divestitures, and financing assignments.

Skills

Financial modeling

Excel

Research

Written & verbal communication

Education

Bachelor's degree in Finance/Business

Tools

PowerPoint

Job description

UP CAP is seeking a driven finance student to join our team in the United States. You will contribute to financial analyses, build models, and assist in preparing client materials for fast-paced M&A and financing assignments.

This role requires strong academic performance, excellent written and verbal communication, and the ability to work with senior bankers. It is a hands-on position with significant exposure to clients and deal execution.