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

Overview

This virtual program provides early exposure to investment banking for high-performing sophomore students interested in exploring a career in investment banking. The employer is headquartered in St. Petersburg, FL.

The program consists of three virtual sessions and includes guidance on the recruiting process and relationship-building with professionals and other students.

Successful participants may receive coaching and early consideration as recruiting begins for the 2028 Summer Analyst class. Participation in the program does not constitute an offer for a Summer Analyst position or guarantee advancement in the Summer Analyst selection process.

Responsibilities

Program participants will gain exposure to investment banking and learn about:

• How investment bankers advise corporations on strategic and financial matters, including raising capital, public and private financings, mergers and acquisitions, and other financial advisory assignments.
• The day-to-day responsibilities of an Investment Banking Analyst.
• Industry and product group functions within the organization.
• How analysts contribute throughout the deal process.
• The recruiting process, application expectations, and timeline (including guidance from Investment Banking Recruiting).
• Career paths and experiences shared by bankers.
• Preparation for the next stage of recruiting for the 2028 Investment Banking Summer Analyst Program.

Eligibility Requirements

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.

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.

Next Stage: 2028 Investment Banking Summer Analyst Program (Overview)

Following the program, eligible participants may be considered for opportunities to advance into the recruiting process for 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, and other strategic advisory engagements.

Summer Analysts may have the opportunity to:

• 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)

Work Experience

• General Experience: None

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.

Location

• Resident

Travel

• Less than 25%