Job Description

Investment Banking Summer Analyst (Summer of 2027)

Job Category: Investment Banking

Requisition Number: INVES003011

Locations: Atlanta, Dallas, Little Rock, New York

Salary: $3,000 Semi-Monthly

Our Investment Banking Summer Analyst Program provides internships for undergraduate and graduate students. They receive extensive training and on-the-job experience about the life of an Investment Banking Analyst, while making meaningful contributions to the Stephens team. In this generalist program, our summer interns work on pitches and live deals with analysts and bankers of every seniority level. Strong performing interns may have the opportunity to become full-time employees with Stephens upon graduation.

In operation since 1933, we are among a small group of the nation's largest family-owned diversified financial services firms, privately held by the Stephens family. This distinction allows us to prioritize doing what is right for our clients and concentrate on a long-term strategy. In addition to investment banking services, Stephens provides wealth and investment management, fixed income and equities trading and sales, insurance and risk management, public finance, and private capital. We have a national presence with strategic locations across the U.S. and in Europe. Our Investment Banking team has a superb track record of adding value for small and middle market companies, as well as global organizations, across all major sectors and with deep expertise on the subsector level. Our investment banking professionals have a collaborative approach to addressing the M&A and capital needs of our clients and regularly coordinate with transatlantic colleagues on active and prospective projects. These include some of the most successful public and private companies in business today.

We draw from a team of expert bankers with extensive knowledge in the areas they serve. The consistency of the advice that we provide stems from the tenure of this highly experienced team. On average, our senior bankers have more than a decade of service at Stephens. This reflects the supportive and stable atmosphere at Stephens, which exists alongside a rigorous commitment to achieving excellent client service and maintaining a reputation for focusing on relationships over transactions. We think like owners, on behalf of our clients. Senior bankers at Stephens take an active and authentic interest in cultivating positive experiences for summer interns during the program. Numerous former interns have become long-tenured employees in Investment Banking and other lines of business at the firm. Whether our Investment Banking interns stay at Stephens or move on to other opportunities, we know firsthand the unique value of this mutually beneficial program.

Essential Duties and Responsibilities: Summer interns have a broad array of responsibilities that are executed alongside our veteran bankers, as well as the senior management teams of our clients. These tasks include:

• Assisting in the development of detailed financial analysis for various types of transactions.
• Assisting in the development and composition of presentation materials including: tailored pitch books, Confidential Information Memorandums and other marketing materials.
• Assisting in conducting quantitative and qualitative industry research and analysis.
• Performing other operational and administrative tasks as needed.

Education: Undergraduate coursework in Finance or Accounting preferred

Knowledge, Skills & Abilities:

• Strong interpersonal skills
• Excellent verbal and written communication skills, effective team player and a commitment to excellence
• Analytical, critical thinking and problem solving skills with the ability to determine the appropriate action
• Self-starter with the ability to manage time effectively, prioritize work to balance multiple projects, and meet deadlines with minimal supervision
• Attention to detail with emphasis on accuracy and quality
• Outstanding record of academic achievement
• Demonstrated interest in accounting and finance
• Math and analytical aptitude must be exceptional
• High level of personal integrity and work ethic
• Ability to maintain confidentiality
• Advanced computer skills in Microsoft Word, Excel, PowerPoint and Access
• Ability to accurately read, interpret and communicate large volumes of numbers and data

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