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

Overview

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

Following successful completion, eligible participants may receive coaching and early consideration as recruiting begins for the 2028 Summer Analyst class.

Responsibilities

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

Program activities are structured to support development toward investment banking recruiting, including guidance from Investment Banking Recruiting on the recruiting process, application expectations, and timeline.

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
• 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

Who Is Eligible

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

Candidate 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.

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 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

Salary Range

$35,568.00–$105,000.00

Travel

• Less than 25%

Workstyle

• Resident

Compensation & Benefits

Total compensation for this position includes base salary or wages and may include 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.

Equal Opportunity

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