Investment Banking Summer Analyst 2027

Wedbush; New York (NY); On-site; USD 82,656,000 - 99,187,000; Part time

Job summary

Wedbush Securities is seeking a Summer Analyst for the New York office in 2027. The intern will support senior bankers across corporate finance transactions including IPOs, secondary offerings, private placements, and valuations, while managing multiple projects either independently or as part of a team.

Ideal candidates are pursuing a major in Business, Finance, Economics, or Accounting, with a GPA of 3.3+.

Qualifications

• Major/Minor in Business, Finance, Economics, or Accounting.
• GPA of 3.3 or higher.
• Excellent quantitative/math skills and agility with numbers.
• Strong Excel skills (Pivots, VLOOKUP, Macros).
• Strong verbal and written communication skills.
• Exceptional organizational skills and the ability to prioritize daily work flow.
• Requires high degree of accuracy and attention to detail.
• Ability to work in a fast-paced team environment.
• Strong computer/software skills and ability to learn new software.

Responsibilities

• Provide transaction support to senior bankers on a broad range of corporate finance transactions including IPOs, secondary offerings, private placements, mergers & acquisitions and valuations.
• Manage several concurrent projects and work effectively as part of a team or individually.
• Assist in preparation of company marketing and transactions materials.
• Conduct financial analysis and modeling.
• Perform other tasks and duties as required and assigned.

Job description

Job Description

Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California with over 100 offices and more than 80 correspondent offices, our commitment to providing relentless, customized service is the foundation of our consistent growth.

Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California with over 100 offices and more than 80 correspondent offices, our commitment to providing relentless, customized service is the foundation of our consistent growth. Our Investment Banking Group provides clients with the full range of financing and advisory services to achieve management's objectives throughout the entire business life cycle. Wedbush Securities is looking for an Intern to join our team. We are looking for an eager and focused intern who is passionate about a career in financial services. Wedbush Securities internships offer a great way to develop personal and professional skills as well as the opportunity to work with some of the most talented professionals in the securities industry. The Summer Analyst position for 2027 will be located in New York.

Responsibilities Include But Not Limited To

• Provide transaction support to senior bankers on a broad range of corporate finance transactions including IPOs, secondary offerings, private placements, mergers & acquisitions and valuations
• Manage several concurrent projects and work effectively as part of a team or individually
• Assist in preparation of company marketing and transactions materials
• Conduct financial analysis and modeling
• Perform other tasks and duties as required and assigned

Applications will be accepted until 12/1/2026, after which we will begin interviews

Experience And Skills

• Major/Minor in Business, Finance, Economics, Accounting
• GPA of 3.3 or higher
• Excellent quantitative/math skills and agility with numbers
• Strong Excel skills (Pivots, VLOOKUP, Macros)
• Strong verbal and written communication skills
• Exceptional organizational skills and the ability to prioritize daily work flow
• Requires high degree of accuracy and attention to detail
• Ability to work in a fast-paced team environment
• Strong computer/software skills and ability to learn new software
• Perform other tasks and duties as required and assigned

What We Offer

Wedbush Securities (WS) aims to foster a culture of inclusion where all Colleagues are valued for their unique contributions to the firm provided equal opportunities to succeed.

The reasonable estimate of the compensation range for this role has not been adjusted for the applicable geographic location. A reasonable estimate of the current range is $30.00 an hour . Decisions regarding compensation are determined on a case-by-case basis and are dependent on a variety of factors including but not limited to location; skill sets; experience and training; licensure and certifications; and other business and organizational needs.

Wedbush uses E-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States. Learn more about E-Verify, including your rights and responsibilities here https://www.e-verify.gov/employees/e-verify-overview

This position is subject to various laws or regulations that impose restrictions or prohibitions for employment with Wedbush due to criminal history. Those laws or regulations include but are not limited to, the following: Securities Exchange Act of 1934 (SEA) Rule 17a-3, et. s eq . , Financial Industry Regulatory Authority (FINRA) Rules 3110(e), Rule 4530(a), etc., and FINRA Regulatory Notice 07-55.