The 10-week Summer Associate Program is designed for MBA students between their first and second year. You’ll be aligned to a product or industry group and immediately contribute to active client engagements. The program includes immersive training, project-based learning, senior leader engagement, and networking opportunities across business lines. You will be part of a focused, high-performing team that supports clients through strategic transactions and capital raising. From day one, you will engage in live projects, build relationships with clients and senior bankers, and contribute to the work that helps our clients achieve their objectives in today’s dynamic environment.

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What to Expect

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The program begins with seven weeks of comprehensive training in Charlotte, covering financial accounting, credit analysis, valuation, and modelling.

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Following training, you will step directly into deal execution and client advisory work. Your responsibilities may include:

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• Building valuation models and supporting transaction execution
• Conducting company and industry research
• Preparing client materials and pitch presentations
• Participating in diligence sessions, client meetings, and internal discussions
• Collaborating with senior bankers on engagements across sectors and geographies
• Supporting the development of junior team members

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Throughout the program, you will receive hands-on coaching, mentorship, and ongoing feedback to support your development.

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Required Qualifications

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

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Desired Qualifications

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• 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

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