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

Overview

This virtual program offers early exposure to investment banking and supports recruiting for the 2028 Investment Banking Summer Analyst Program.

Headquartered in St. Petersburg, FL, the organization is a broadly diversified financial services firm engaged in investment and financial planning, capital markets, asset management, and banking.

Responsibilities

During the Bootcamp

Participants will:

• Gain exposure to how investment bankers advise corporations on strategic and financial matters, including:
  • Raising capital
  • Public and private financings
  • Mergers and acquisitions
  • Other financial advisory assignments
• 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

Bootcamp Structure and Recruiting Considerations

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

Who Is Eligible?

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

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.

The 2028 Investment Banking Summer Analyst Program is an internship within Capital Markets & Advisory. Summer Analysts join a specific industry or product-focused Investment Banking team and are given meaningful responsibility on matters of business significance.

Summer Analyst Responsibilities May Include

• Developing financial models to evaluate debt and equity financing alternatives
• Performing valuation analyses, including comparable company and discounted cash flow analyses
• Conducting company, industry, and transaction research
• Supporting equity offerings, private placements, mergers and acquisitions, and other advisory assignments
• Creating presentations and other materials for current and prospective clients
• Working alongside senior bankers to develop strategies and recommendations
• Participating in transaction execution, due diligence, drafting sessions, and new business development
• Analyzing 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
• Ability to manage multiple priorities in a fast-paced, team-oriented environment

Compensation & Benefits

Salary Range

$35,568.00-$105,000.00

The total compensation may include base salary or wages and may include additional components such as discretionary bonuses or commissions.

Benefits

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

• Medical, dental, and vision
• Life insurance
• Critical illness 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%