Investment Banking Summer Analyst; Summer

Investment Banking Summer Analyst (Summer of 2027)

Start Date: Summer of 2027

Locations: Atlanta, Dallas, Little Rock, New York

STEPHENS INVESTMENT BANKING SUMMER ANALYST PROGRAM

Our Investment Banking Summer Analyst Program provides internships for undergraduate and graduate students. Interns 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, 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.

ABOUT STEPHENS

In operation since 1933, we are among the nation’s largest family‑owned diversified financial services firms, privately held by the Stephens family. This 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. We collaborate with transatlantic colleagues on active and prospective projects to meet the M&A and capital needs of our clients.

OUR CULTURE

We draw from a team of expert bankers with extensive knowledge in their respective areas. Senior bankers have more than a decade of service at Stephens, reflecting a supportive and stable atmosphere alongside a rigorous commitment to excellent client service and a focus on relationships over transactions.

Senior bankers take an active, authentic interest in cultivating positive experiences for summer interns. Numerous former interns have become long‑tenured employees in Investment Banking and other lines of business at the firm.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• 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, 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.
• Exceptional math and analytical aptitude.
• 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.

For benefits information, please visit:

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.