Analyst, Investment Banking – Financial Modeling

Job Description

2026 Analyst I, Investment Banking – US Middle Market | CIBC US

The Tone:
This is a full-time role at CIBC US, located in Milwaukee, Wisconsin, with work arrangements to be discussed during the interview process. CIBC US is building a relationship-oriented bank for the modern world, dedicated to doing what is right for its clients. This role matters by assisting the team in executing all facets of Investment Banking’s mandates, contributing to quantitative and qualitative analysis and industry research, and identifying service improvement opportunities through client dealings and the analysis process. It requires a professional capable of making decisions on moderately complex issues that contribute to department planning.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Milwaukee, Wisconsin Metropolitan Area

• Team: Investment Banking team, supporting senior colleagues
• Mission: Assist the Investment Banking team in executing mandates, focusing on preparing in-depth financial models for acquisitions and recapitalizations.
• Tech Stack: Excel, Word, PowerPoint, FactSet, Bloomberg

What You’ll Actually Do
• Mandate Execution: Assist in executing investment banking mandates, focusing on preparing in-depth financial models for acquisitions and recapitalizations.
• Opportunity Identification: Conduct industry research and analysis to aid in identifying and analyzing investment banking business opportunities.
• Client Materials Preparation: Play a key role in preparing materials used in client coverage efforts and the execution of new and existing client mandates.
• Transaction Idea Generation: Take advantage of in-depth technical and industry knowledge, as well as the geopolitical environment, to generate transaction ideas and opportunities.
• Due Diligence Support: Support senior investment banking colleagues and assist in company due diligence investigations.

The Must-Haves
• Background: Entry-level professional with an undergraduate degree in Finance, accounting, mathematics, computer science, engineering, or economics.
• Experience: Earlier experience in one or more of investment banking, corporate finance, equity research, and private equity. Working knowledge of the upstream energy sector is a requirement.
• Skills: Investment Valuation, Mergers and Acquisitions (M&A), Capital Markets, Financial Markets Analysis, Research Analysis.
• Bonus: Completion of and/or an intention to complete a CA or CFA is preferred.