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About the Role

The Investment Banking Analyst I performs complex financial analysis, financial modeling, and transaction due diligence to support underwriting, execution, and idea generation. This role provides high-quality work products to support deal teams' calling efforts.

Responsibilities

• Successfully complete training program and obtain SIE, Series 79, and Series 63 licenses within policy guidelines.
• Develop accounting, corporate finance, credit, and capital markets concepts to support transactions.
• Build financial models to analyze performance and credit trends.
• Perform initial transaction due diligence, including credit research, comparable debt, and ratings analysis.
• Conduct accounting, business, and legal due diligence for new and existing clients.
• Exhibit strong financial analysis skills, specifically credit-based and corporate finance expertise.
• Find, research, and assess financial information.
• Prepare pitch materials and market updates for client meetings.
• Synthesize large amounts of information to help senior deal team members develop client solutions.
• Prepare and distribute market commentary, economic updates, and pricing information to external clients and internal departments.
• Develop proficiency in third-party platforms used by the business.
• Assist with database maintenance.
• Manage multiple, competing priorities while working on multiple high-priority opportunities simultaneously with oversight.
• Communicate effectively with deal team members on project status and prioritization.
• Perform other duties as assigned, adapting to new tasks or shifts in priorities.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Demonstrated academic or professional exposure to financial analysis and corporate finance concepts.
• Securities Industry Essentials (SIE), Series 79, and Series 63 licenses.
• Strong proficiency in Microsoft Excel and PowerPoint.
• Candidates must be authorized to work in the U.S. without the need for employment-based immigration sponsorship now or in the future.
• Graduating Class of 2027
• GPA 3.3 or higher
• Experience or demonstrated interest in Corporate & Investment Banking, Leveraged Finance, and/or Capital Markets is a plus.
• Securities Industry Essentials (SIE), Series 79, 63 license (to be obtained immediately after start date).
• Strong Excel and PowerPoint skills required.
• Ability to multi-task, while maintaining attention to detail.
• Ability to work in a time-sensitive environment.
• Excellent communication skills, oral and written.
• Excellent interpersonal skills and good team interaction capabilities.
• Strong entrepreneurial spirit.
• Relevant internships and co-op program experience.

Skills

• Emerging professional proficiency, generally acquired through 0–2 years of relevant work or internship experience in finance, accounting, or a related field.
• Strong analytical and quantitative skills.
• Ability to interpret financial data and trends.
• Proficiency in Microsoft Excel and PowerPoint for financial modeling and presentation development.
• Effective communication skills, both written and verbal.
• Ability to convey complex information clearly.
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment.
• Strong attention to detail and organizational skills.
• Ability to work collaboratively within a team and independently when needed.
• Ability to obtain Securities Industry Essentials (SIE), Series 79, and Series 63 licenses within the timeframe outlined by company policy.
• Financial Modeling: Ability to build and interpret complex financial models.
• Due Diligence: Experience conducting credit, accounting, and legal due diligence.
• Market Research: Skilled in sourcing and synthesizing market data, economic trends, and comparable transactions.
• Client Communication: Ability to prepare compelling pitch materials and market updates.
• Technology Proficiency: Familiarity with third-party financial platforms and databases (e.g., Bloomberg, Capital IQ).

Location

• Charlotte, North Carolina 28202

Work Type

• Full-time

Experience Level

• 0-2 years

Education Level

• Bachelor's degree in Finance, Accounting, Economics, or a related field.

Salary/Compensations

• 54,400.00 - 111,500.00 USD Annual

Benefits

• Comprehensive benefits and differentiated compensation offerings.
• Eligible to participate in an incentive compensation plan.
• Extensive benefits programs designed to support the individual needs of employees and their families, encompassing physical, financial, emotional and social well-being.

About the Company

• Make banking a Fifth Third better®.
• We connect great people to great opportunities.
• Discover a career in banking at Fifth Third Bank.
• Fifth Third Bank, National Association is proud to have an engaged and inclusive culture.

Equal Opportunity

• Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.