2027 Investment Banking Associate

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 today’s 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 

• Participating in 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, demonstrated through 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 to operate effectively 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 within 90 days of hire if not already held. Recognized equivalents will be accepted. 

Program Locations 

Positions are available in New York and Charlotte, with limited opportunities in Houston, Chicago, and Washington, D.C. 

Pay Range: 

NC (Charlotte): $175,000 Yearly 

NY (New York City): $175,000 Yearly 

TX (Houston): $175,000 Yearly 

IL (Chicago): $175,000 Yearly 

Washington, D.C.: $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.