Investment Banking Summer Analyst — CM&A Program

Southern Arkansas University; Charlotte (NC); On-site; USD 27,552 - 41,328; Full time

Job summary

A leading financial institution is seeking a motivated undergraduate for the Investment Banking Summer Analyst position in Charlotte, NC. The program offers hands-on experience, focusing on financial analysis, transaction support, and business development. Ideal candidates are enrolled students graduating in Winter 2027 - Spring 2028, with strong academic records and skills in financial modeling. This internship is an excellent opportunity to develop core investment banking skills within a team-oriented culture.

Qualifications

• Enrolled undergraduate student graduating Winter 2027 - Spring 2028.
• Strong academic performance with a preferred GPA of 3.5 or higher.
• Prior experience or coursework in Finance, Accounting, or Economics is preferred.

Responsibilities

• Build and analyze financial models, including various valuation analyses.
• Assist in drafting information memoranda and transaction-related documentation.
• Support pitch development and new business initiatives.
• Prepare pitch books, presentations, and internal materials.

Skills

Financial Analysis

Strong analytical skills

Communication skills

Proficiency in Microsoft Excel

Proficiency in PowerPoint

Education

Currently enrolled undergraduate student

Tools

Microsoft Excel

PowerPoint

Word

Job description

A leading financial institution is seeking a motivated undergraduate for the Investment Banking Summer Analyst position in Charlotte, NC. The program offers hands-on experience, focusing on financial analysis, transaction support, and business development. Ideal candidates are enrolled students graduating in Winter 2027 - Spring 2028, with strong academic records and skills in financial modeling. This internship is an excellent opportunity to develop core investment banking skills within a team-oriented culture.