Investment Banking Summer Analyst

Job Description

ABOUT STEPHENS

Stephens is a family-owned diversified financial services firm, privately held by the Stephens family since 1933. The company’s focus on long-term strategy and doing what’s right for clients is reflected in its diverse offerings, which include:

• Investment banking services: Stephens has a proven track record of adding value for companies of all sizes, across all major sectors. Their expertise extends to both domestic and international clients, with a collaborative approach to addressing M&A and capital needs.
• Wealth and investment management: Stephens provides personalized financial planning, investment management, and trust services.
• Fixed income and equities trading and sales: The firm offers a comprehensive suite of trading and sales services, including brokerage, research, and execution capabilities.
• Insurance and risk management: Stephens provides insurance brokerage and risk management solutions tailored to individual and corporate clients.
• Public finance and private capital: Stephens specializes in public finance advisory services and private capital investments.

The company has a national presence with strategic locations across the U.S. and in Europe.

STEPHENS INVESTMENT BANKING SUMMER ANALYST PROGRAM

The Stephens Investment Banking Summer Analyst Program provides internships for undergraduate and graduate students. The program offers:

• Extensive training: Interns gain valuable knowledge about the life of an investment banking analyst.
• On-the-job experience: Summer analysts work on real-world projects, contributing meaningfully to the Stephens team.
• Generalist approach: Interns work on pitches and live deals alongside analysts and bankers of all seniority levels.
• Potential for full-time employment: Strong performers may have the opportunity to join Stephens as a full-time employee upon graduation.

ESSENTIAL DUTIES & RESPONSIBILITIES

Summer analysts at Stephens have a wide range of responsibilities, working closely with senior bankers and client management teams. These include:

• Financial analysis: Assisting in the development of detailed financial analysis for various types of transactions.
• Presentation materials: Assisting in the development and composition of presentation materials, including pitch books, Confidential Information Memorandums, and marketing materials.
• Industry research and analysis: Conducting quantitative and qualitative research to support investment banking activities.
• Operational and administrative tasks: Performing other tasks as needed to support the team.

KNOWLEDGE, SKILLS & ABILITIES

To be successful in the Stephens Investment Banking Summer Analyst Program, candidates should possess the following:

• Strong interpersonal skills: The ability to collaborate effectively with colleagues and clients.
• Excellent communication skills: Strong verbal and written communication, including the ability to present complex information clearly.
• Analytical and problem-solving skills: The ability to think critically and apply analytical skills to business problems.
• Time management and prioritization skills: The ability to manage multiple projects effectively and meet deadlines.
• Attention to detail: A commitment to accuracy and high-quality work.
• Academic achievement: A strong academic record in fields related to finance and accounting.
• Demonstrated interest in finance: A clear interest in the field of finance.
• Exceptional mathematical and analytical aptitude: The ability to work with large volumes of data.
• High level of integrity and work ethic: A commitment to ethical behavior and hard work.
• Confidentiality: The ability to maintain confidential information.
• Advanced computer skills: Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and Access.
• Data interpretation: The ability to read, interpret, and communicate large volumes of data.