Investment Banking Summer Analyst

Job Description

About Stephens

Stephens is a family-owned diversified financial services firm that has been in operation since 1933. They are among the nation’s largest family-owned firms, privately held by the Stephens family. This allows them to focus on client needs and long-term strategy. Beyond investment banking, Stephens offers services like:

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

Stephens has a national presence with strategic locations across the US and Europe.

Their Investment Banking team specializes in adding value for small and middle market companies as well as global organizations across all major sectors. They have a collaborative approach to addressing M&A and capital needs of clients, coordinating with colleagues internationally on projects.

Stephens fosters a culture that prioritizes client relationships and employee development:

• Expert bankers with extensive knowledge in their fields.
• Senior bankers with an average of over a decade of service at Stephens, reflecting a stable and supportive environment.
• A commitment to achieving excellent client service and focusing on relationships over transactions.
• A focus on cultivating positive experiences for Summer Analysts with many becoming long-tenured employees.

Investment Banking Summer Analyst Program

This program provides internships for undergraduate and graduate students. Summer Analysts gain extensive training and on-the-job experience in the world of Investment Banking, making meaningful contributions to the Stephens team.

This generalist program involves:

• Working on pitches and live deals alongside analysts and bankers of all seniority levels.
• The opportunity to become a full-time employee with Stephens upon graduation for strong performers.

Essential Duties & Responsibilities:

• Assisting in developing detailed financial analysis for various transactions.
• Assisting in developing and composing presentation materials such as:
• Tailored pitch books
• Confidential Information Memorandums
• Other marketing materials
• Assisting in conducting quantitative and qualitative industry research and analysis.
• Performing operational and administrative tasks as needed.

Requirements:

• Undergraduate coursework in Finance or Accounting preferred.

Skills & Abilities:

• Strong interpersonal skills.
• Excellent verbal and written communication skills.
• Effective team player with a commitment to excellence.
• Analytical, critical thinking, and problem-solving skills.
• Ability to determine appropriate action.
• Self-starter with the ability to manage time effectively, prioritize work, balance multiple projects, and meet deadlines with minimal supervision.
• Attention to detail with an 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.