Investment Banking Summer Associate

Job Description

Deloitte Corporate Finance – Investment Banking Summer Associate

About Deloitte Corporate Finance

Deloitte Corporate Finance LLC (“DCF”) is a rapidly growing middle-market investment bank headquartered in Charlotte with offices in New York, Chicago, Dallas, Atlanta, Houston, and Los Angeles. They specialize in advising private equity groups and public and private corporations on a variety of transactions, including mergers and acquisitions and private capital raising. DCF serves various industries, including Business Services, Consumer and Retail, Energy & Resources, Financial Services, General Industrials, Healthcare & Life Sciences, and Technology, Media, & Telecom.

Job Description

This summer associate position is within DCF’s middle-market investment banking practice, targeting ambitious individuals seeking an entrepreneurial work environment to accelerate their professional development.

What you’ll do:

• Work on live transactions and pitch assignments across multiple industries.
• Gain experience through hands-on involvement in deal teams.
• Provide analytical input and work directly with client executives.
• Advise clients on strategic mergers and acquisitions and capital raising.
• Develop process tactics, frame perspectives on buyers and investors.
• Build financial models and craft presentation materials.
• Contribute to strategic client positioning through industry research.
• Lead and oversee junior bankers’ modeling and analytical work.
• Assess growth strategies, capital structure decisions, and transaction alternatives.
• Lead discussions with clients and interact with private equity and strategic buyers.
• Develop leadership skills, process management, and technical capabilities.

Key responsibilities:

• Strong leadership and management skills.
• Superior organizational and project management skills.
• Strong verbal and written communication skills.
• Strong understanding of financial statements.
• Ability to design and provide research-based financial recommendations.
• Experience working both independently and collaboratively in a team environment.

Qualifications:

Required:

• Enrollment in an MBA degree program.
• Strong academic track record (cumulative GPA of 3.0 or above).
• Legally authorized to work in the United States without employer sponsorship.
• At least 18 years of age at the time of employment.
• Ability to travel up to 50% on average.

Preferred:

• Cumulative GPA of 3.2 or above.
• Relevant work experience (internships, summer positions, school jobs).
• Demonstrated leadership in campus clubs, societies, sports teams, or other activities.
• Demonstrated social impact or volunteer activity.
• Previous investment banking or M&A execution experience.
• Experience with financial modeling and analysis.

Work Environment:

• Hybrid approach, requiring residence within a commutable distance of the assigned office.
• Expected co-location 80-100% with variations based on work/projects and client locations.

Benefits:

• Competitive compensation and benefits package.
• Opportunities for professional development and advancement.
• Collaborative and supportive work environment.

Culture:

• Diverse, equitable, and inclusive.
• Encourages individual perspectives and contributions.
• Focus on creativity and innovation to solve client challenges.

Purpose:

• Making an impact that matters for clients, people, and communities.
• Creating trust and confidence in a more equitable society.
• Advancing sustainability, equity, and trust through core commitments.

Professional Development:

• Opportunities for skills development, leadership roles, and mentorship.
• Formal and informal training programs for continuous growth.

Overall, this is a challenging and rewarding opportunity for motivated individuals looking to accelerate their career in investment banking. The summer associate program offers a comprehensive experience with hands-on learning, client interaction, and potential full-time employment opportunities.