2027 Investment Banking Associate(CA)

As an Associate in the Investment Banking Program, you will be part of a team that supports clients through strategic transactions and capital raising. From day one, you will contribute directly to live projects, build relationships with clients and senior bankers, and support work that helps clients achieve their strategicobjectivesin today2019s dynamic environment.

You will join a product or industry coverage group and contribute directly to transaction execution, client deliverables, and coordination across deal teams. #earlycareers

What to Expect

The program begins with six weeks of comprehensive training covering financial accounting, credit analysis, valuation, and modelling. You will also prepare for Series 63, 79, and SIE license exams.

Following training, you will step directly into live deal execution and client advisory work, with responsibility for deliverables and workstreams across transactions and strategic client engagements. Your responsibilities may include:

 Building valuation models and supporting transaction execution

Leading workstreams and driving completion of key deliverables

 Conducting company and industry research to inform client advice and transaction strategy

 Preparing and reviewing client materials and pitch presentations

Participatingin diligence sessions, client meetings, and internal discussions

 Coordinating with senior bankers, analysts, and partners across sectors and geographies

 Supporting the development of junior team members

Throughout the program, you will receive coaching, mentorship, and ongoing feedback while building the capabilities required to progress within investment banking.

Is This Program Right for You?

We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike.

Required Qualifications

 2+ years of investment banking program experience or equivalent,demonstratedthrough work, military service, training, or education

Desired Qualifications

 MBA with an expected graduation date of December 2026 to June 2027

 Strong verbal and written communication skills

 Ability tooperateeffectively both independently and in teams

 Advanced Microsoft Office (Excel, PowerPoint, Word) skills

 Track record of leadership or involvement in professional or academic initiatives

Licensing Requirements

FINRA registration for SIE, Series 63 (or 66), and Series 79 must be completed within90 daysof hire if not already held. Recognized equivalents will be accepted.

Program Locations

Positions are available in San Francisco and Los Angeles.

Pay Range:

CA (San Francisco, Los Angeles): $175,000 Yearly

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

Posting End Date:

*Job posting may come down early due to volume of applicants.