Program overview
This 10-week internship is designed for undergraduates graduating between December 2027 – June 2028. You will complete initial training in financial fundamentals before joining a coverage or product group, where you will support live deals, prepare client materials, collaborate with bankers, and receive ongoing mentorship and feedback.
What to expect
The program offers summer analysts the opportunity to contribute directly to transaction execution and client coverage. Responsibilities may include:
- Supporting financial analysis and contributing to transaction execution
- Conducting company and industry research
- Assisting in the preparation of client materials and pitch presentations
- Participating in diligence sessions, client meetings, and internal discussions
- Collaborating with senior bankers across sectors and geographies
You will receive ongoing coaching, mentorship, and feedback throughout the program 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
- Strong academic achievement
- Bachelor’s degree with expected graduation between December 2027 – June 2028
- 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 New York and Charlotte
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