2026 Fall Virtual Sophomore Program: Investment Banking Bootcamp for 2028 Summer Analyst Opportunities

Overview

This role is part of a virtual development and recruiting program designed for high-performing sophomore students interested in exploring a career in investment banking.

The employer is headquartered in St. Petersburg, FL, and is a diversified financial services firm engaged in investment and financial planning, capital markets, asset management, and banking.

Program: Investment Banking Sophomore Bootcamp

The program consists of three virtual sessions and provides early exposure to investment banking, insight into the role of an Investment Banking Analyst, and preparation for the recruiting process.

Successful Bootcamp participants may receive coaching and early consideration as recruiting begins for the 2028 Summer Analyst class.

Responsibilities (What you will learn)

During the Bootcamp, participants will gain exposure to how investment bankers advise corporations on:

• Raising capital
• Public and private financings
• Mergers and acquisitions
• Other financial advisory assignments

Participants will also:

• Learn about the day-to-day responsibilities of an Investment Banking Analyst
• Gain exposure to industry and product groups
• Hear directly from bankers about their career paths and experiences
• Develop a better understanding of investment banking transactions and the role analysts play throughout the deal process
• Receive guidance from Investment Banking Recruiting on the recruiting process, application expectations, and timeline
• Build relationships with professionals and other students interested in investment banking
• Prepare for the next stage of recruiting for the 2028 Investment Banking Summer Analyst Program

Eligibility

The employer is seeking ambitious, curious, and highly motivated sophomore students with demonstrated interest in investment banking and a desire to learn more.

Candidates should meet the following criteria:

• Currently enrolled in an accredited U.S. university with an anticipated graduation date between December 2028 and June 2029
• Pursuing a degree in accounting, computer science, data science, economics, engineering, finance, information systems, marketing, management, mathematics, statistics, or another business-related field
• Minimum cumulative GPA of 3.5 on a 4.0 scale preferred
• Demonstrated interest in investment banking, finance, capital markets, and/or working with corporate clients
• Strong academic achievement, leadership, extracurricular involvement, and/or relevant professional experience
• Eligible applicants must be legally authorized to work in the United States and not require visa sponsorship now or in the future, including beyond OPT/EAD

Next Step: 2028 Investment Banking Summer Analyst Program

Following the Bootcamp, eligible participants may be considered for opportunities to advance into the recruiting process for the 2028 Investment Banking Summer Analyst Program.

Participation in the Bootcamp does not constitute an offer for a Summer Analyst position or guarantee advancement in the Summer Analyst selection process.

About the 2028 Investment Banking Summer Analyst Program

Summer Analysts join a specific industry or product-focused Investment Banking team and are given meaningful responsibility on matters of business significance.

During the internship, Summer Analysts gain hands-on transaction experience across financial products and advisory assignments that may include:

• Public and private debt and equity financings
• Mergers and acquisitions
• Other strategic advisory engagements

Summer Analyst Responsibilities (May include)

• Develop financial models to evaluate debt and equity financing alternatives
• Perform valuation analyses, including comparable company and discounted cash flow analyses
• Conduct company, industry, and transaction research
• Support equity offerings, private placements, mergers and acquisitions, and other advisory assignments
• Create presentations and other materials for current and prospective clients
• Work alongside senior bankers to develop strategies and recommendations for clients
• Participate in transaction execution, due diligence, drafting sessions, and new business development
• Analyze industry trends, market developments, and current events relevant to clients and transactions

Successful Summer Analysts demonstrate strong analytical and problem-solving skills, attention to detail, intellectual curiosity, effective written and verbal communication, and the ability to manage multiple priorities in a fast-paced, team-oriented environment.

Education

High School (HS)

Certifications

None listed.

Compensation & Benefits

• Salary range: $35,568.00-$105,000.00

Total compensation may include base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

This position is eligible for a benefits package that may include:

• Medical, dental, and vision
• Life insurance
• Critical illness insurance and accident insurance
• Disability benefits
• Retirement savings
• Paid time off (including vacation, holidays, and sick leave)
• Parental leave

Eligibility for benefits and specific offerings may vary based on position and employment status.

Travel

Less than 25%

Workstyle

Resident

Equal Opportunity

The employer is an equal opportunity employer and makes employment decisions based on merit and business needs.