Program overview
The Markets Summer Analyst Program is a 10-week internship designed for undergraduates considering a career in markets. You will be aligned to a desk where you will contribute to live client activity, deepen your technical skills, and build relationships across sales, trading, origination, and research.
The program begins with one week of structured training covering accounting, valuation, credit analysis, structuring, and market analysis financial modeling.
What to expect
Following training, your responsibilities may include:
- Supporting senior sales in client relationship development
- Structuring investment strategies using cash and derivative products
- Applying risk management tools to monitor trading positions
- Conducting market trend analysis and preparing research presentations
- Assisting with account analysis and client strategy alignment
Throughout the program, you will receive ongoing coaching, mentorship, and feedback to support your development.
Required Qualifications
- 6+ months of work experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications
- Bachelor’s degree with expected graduation in December 2027 or May/June 2028
- Strong academic achievement
- Demonstrated interest in finance and financial markets
- Strong analytical and communication skills
- Proven ability to take on significant responsibility
- Relevant internship experience
- Ability to work effectively both independently and in teams
- Proficiency in Microsoft Office (Excel, PowerPoint, Word)
Program Locations
Primary locations include Charlotte and New York, with limited opportunities available in Houston.
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