Investment Banking Summer Analyst

This is a fully remote position, open to applicants in Mexico, +7 more countries.

📋 Description

• Engage in an educational program lasting roughly 8 weeks from June 1, 2027, to July 30, 2027.

• Acquire skills in financial modeling and valuation, including comparable companies, precedent transactions, and DCF analysis.

• Understand the sell-side, buy-side, and capital raising advisory processes from initiation to closure.

• Perform research on companies, sectors, and comparable transactions utilizing FactSet, Bloomberg, PitchBook, and Capital IQ.

• Learn how to structure and craft professional presentations, teasers, and memos.

• Examine M&A considerations in Latin America, including country risk premia, foreign exchange, and valuation multiples.

• Complete case studies based on anonymized or historical transactions.

• Observe team meetings and selected client calls, as well as participate in debriefing sessions.

• Hold weekly meetings with a designated mentor who will review your work.

• Present a final case to the firm's partners and receive a written assessment.

• Complete a partner interview along with a brief case exercise.

• Confirm academic credit or an internship agreement with your university.

⛳️ Requirements

• Currently enrolled in an undergraduate or graduate program in finance, economics, business, or a related field, with expected graduation in [year].

• Outstanding academic performance with a minimum GPA of 3.7 or its equivalent.

• Proficient in Excel, PowerPoint, and Word.

• Basic understanding of accounting principles.

• Demonstrated curiosity, attention to detail, and a proactive approach to asking questions.

• Bilingual proficiency in Spanish and English.

• Portuguese is necessary for participants based in Brazil.

• Located in a time zone between UTC-3 and UTC-6.

• Familiarity with Latin American and Caribbean markets is preferred.

• Interest in sectors such as infrastructure, consumer & retail, TMT, financial services, or industrials is advantageous.

🏝️ Benefits

• Gain practical training in modeling, valuation, and transaction processes.

• Develop a portfolio of case work to discuss confidently.

• Establish a mentorship relationship with an experienced M&A banker.

• Receive a written evaluation and, upon request, a reference.

• Support for academic credit where applicable.

• Take part in an approximately 8-week educational program.