Learn by doing and be trusted with meaningful work from the jump
Provide analytical support across mergers and acquisitions, public offerings, and other financial advisory services
Work with your team to prepare company valuations, build financial models, and create marketing materials
Contribute to business development efforts through research, analysis, and preparation for client meetings and pitches
Work side-by-side with both junior and senior investment bankers, gaining hands-on experience across every stage of a deal
Use AI tools like Rogo and auxi to streamline the creation of pitch books and models, and employ data visualization software like Power BI to generate data-driven insights and reports for client materials

Requirements

12–24 months of full-time work experience (investment banking preferred)
A proven academic record and a passion for finance (a finance degree is helpful, but not required)
Drive, resilience, and a strong work ethic
Ability to work independently and thrive in a collaborative setting
Strong mathematical, writing, and verbal skills; relevant software proficiency
SIE and Series 79 licensing preferred (or the ability to obtain them quickly)
Experience with AI tools such as Rogo, CoPilot, and auxi is preferred
Familiarity with data visualization tools such as Power BI, Tableau, or similar

Benefits

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial modelingcompany valuationsdata analysisdata visualizationpitch book creationmathematical skillswriting skillsverbal skills

Soft Skills

driveresiliencestrong work ethicindependencecollaboration

Certifications

SIESeries 79