Investment Banking Summer Analyst

Job Description

About Stephens

Stephens is a family-owned diversified financial services firm operating since 1933. They are one of the largest family-owned firms in the nation, privately held by the Stephens family. This allows them to focus on what is right for clients and long-term strategy. In addition to investment banking, they offer:

• Wealth and investment management
• Fixed income and equities trading and sales
• Insurance and risk management
• Public finance and private capital

Stephens has a national presence with strategic locations across the U.S. and in Europe. Their Investment Banking team has a strong track record of adding value for small and middle market companies, as well as global organizations, across all major sectors. They have deep expertise on the subsector level.

Their investment banking professionals collaborate to address the M&A and capital needs of clients and regularly coordinate with transatlantic colleagues on active and prospective projects. They work with some of the most successful public and private companies.

Stephens values a supportive and stable work atmosphere, alongside a commitment to excellent client service and focusing on relationships over transactions. They cultivate a positive experience for Summer Analysts, with many becoming long-term employees.

Investment Banking Summer Analyst Program

This program provides internships for undergraduate and graduate students. Summer Analysts receive extensive training and on-the-job experience about the life of an Investment Banking Analyst. They make meaningful contributions to the Stephens team.

In this generalist program, Summer Analysts:

• Work on pitches and live deals with analysts and bankers at all seniority levels.
• Assist in developing detailed financial analysis for various types of transactions.
• Assist in developing and composing presentation materials, including pitch books, Confidential Information Memorandums, and marketing materials.
• Assist in conducting quantitative and qualitative industry research and analysis.
• Perform other operational and administrative tasks as needed.

Strong performing Summer Analysts may have the opportunity to become full-time employees with Stephens upon graduation.

Essential Duties & Responsibilities

Summer Analysts have a broad array of responsibilities executed alongside veteran bankers and senior management teams of clients. These tasks include:

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

Qualifications

• Education: Undergraduate coursework in Finance or Accounting preferred.
• Skills:
• Strong interpersonal skills.
• Excellent verbal and written communication skills.
• Effective team player with 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.