2026 KBW Investment Banking Summer Analyst – Chicago
Recruitment began on January 21, 2025 and the job listing expires on February 24, 2025.
KBW’s Investment Banking 9-Week Summer Analyst Program provides students with a hands-on introduction to the role of an Analyst. You will work alongside our banking professionals, from the Analyst through the Managing Director levels, and gain exposure to a variety of transactions, including merger and acquisition advisory services as well as debt and equity financings.
The Summer Analyst internship program is designed to enhance the development of students’ potential, providing a robust training program, formal mentorship, social networking events, and significant learning opportunities outside of your day-to-day projects.
Essential Duties and Responsibilities
The program will provide Summer Analysts with an in-depth understanding of the daily responsibilities of an Investment Banking analyst. Interns will assume significant responsibilities that include, but are not limited to, the following:
* Support deal teams in creating, maintaining, and utilizing complex financial models to analyze company projections or potential transactions.
* Perform financial and valuation analysis such as discounted cash flow analysis and multiple valuation analysis.
* Conduct company and industry research and gain an in-depth understanding of sector trends.
* Prepare client presentation materials in coordination with internal deal teams and clients.
* Develop a deep understanding of Investment Banking products and services by participating in client calls or meetings.
* Engage in company and credit-oriented research and due diligence processes.
* Prepare financial and transaction documents including marketing memoranda.
* Contribute to the development and communication of proposals and advice to current and prospective clients.
Qualifications
Summer Analyst candidates should possess a keen interest in finance, outstanding academic records, and a commitment to extracurricular endeavors. The ideal candidate will possess the following qualifications:
* Ability to manage multiple competing priorities and thrive in a fast-paced environment.
* Excellent quantitative, interpretive, and analytical skills.
* Demonstrated leadership and disciplined work ethic.
* Excellent verbal and written communication skills.
* Significant exposure to finance and accounting.
* Ability to thrive in a dynamic, collaborative work environment with strong interpersonal skills.
* Experience with financial modeling and analysis preferred.
* Well-rounded set of interests and involvement in extracurricular activities beyond academics.
Education and Experience
* Pursuing an undergraduate degree with an anticipated graduation date between December 2026 – May 2027.
* Minimum GPA of 3.5 or above.
* Resume must include expected graduation month/year and GPA.
* Resume must be submitted in PDF format.
* Authorization to work in the U.S.
* Program Duration: Anticipated start and end date: June 1, 2026 – July 31, 2026.
Systems and Technology
* Proficiency in Excel and PowerPoint.
About KBW
Keefe, Bruyette & Woods, A Stifel Company, is a full-service investment bank and broker dealer specializing in the financial services sector. The firm maintains industry-leading positions in mergers and acquisitions, initial public offerings, secondary offerings, research, as well as sales and trading in equities securities of financial services companies.
KBW professionals advise clients on M&A origination and advisory transactions, debt and equity financings, balance sheet restructuring, and mutual thrift & insurance company conversions. Based on a history of exceptional transaction execution and significant senior level attention, KBW is a thought leader in the industry.
Since KBW’s founding in 1962, the lifeblood of the business has been the relationships the team of professionals develop with their clients. At KBW, you’ll join a group of over 400 hardworking visionaries with deep domain expertise and a unique understanding of the rapidly changing financial services industry. KBW values diversity and aims to foster a results-driven culture that empowers people of all backgrounds to succeed.
We Value Diversity
Stifel is an equal opportunity employer dedicated to fostering, cultivating, and preserving a culture of diversity and inclusion. We welcome applications for employment from all qualified candidates.
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