Investment Banking Summer Analyst

Plante Moran

. Provide analytical and data-driven components for the development of M&A transactions .

Posted 10/7/2026full-timeUnited StatesMid-LevelSenior💰 $36 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong analytical and financial modeling capabilities, with proficiency in financial statement analysis and the ability to prepare comprehensive documentation for M&A transactions. Possesses effective communication and problem-solving skills, along with a detail-oriented approach to work.

Highest-signal resume keywords

Financial ModelingFinancial Statement AnalysisMicrosoft Office ProficiencyM&A Transaction SupportAnalytical Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingFinancial Statement AnalysisData AnalysisForecastingDocument Preparation

Soft Skills

Detail-OrientedProblem SolvingCommunicationTeamworkLeadership

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPoint

Industry Keywords

M&A TransactionsDue DiligenceConfidentiality AgreementsEngagement LettersProposals

About the role

Key responsibilities & impact

Provide analytical and data-driven components for the development of M&A transactions
Build financial models by entering historical financial information, forecasting future periods, and developing sound assumptions
Check models for validity and correctness
Conduct industry and company research and analyze data
Prepare selling document text, charts, visuals, financial data, and formatting
Assemble, develop, and/or edit information requests, due diligence lists, confidentiality agreements, engagement letters, proposals, and management presentations
Work with middle-market clients on merger and acquisition transactions

Requirements

What you’ll need

Detail-oriented student with problem solving, communication, and analytical skills
Thorough financial statement analysis skills
Ability to work independently and in a team environment
High degree of initiative, poise, and confidentiality
Leadership qualities and drive to succeed
Proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint
Pursuing a Bachelor’s or Master's degree in Accounting or Finance (or similar field) at an accredited college or university
Minimum cumulative GPA of 3.0
Completion of introductory accounting and finance courses
Prior accounting or finance related internships preferred
May have to work hours exceeding the standard 40-hour work week
May require some travel
Must be legally authorized to work in the United States without sponsorship, except qualified candidates bilingual in Japanese and English or Chinese and English

Benefits

Comp & perks

Health insurance
Dental insurance
Vision insurance
Disability insurance
Life insurance
Flexible Time Off
Predetermined holidays
401(k) plan
Flexible benefits plans
Business-related travel expense reimbursement
Lodging reimbursement for business-related use
Meal reimbursement for business-related use
Pension plan for eligible administrative and paraprofessional staff
Discretionary bonus plan for eligible staff
Option for some contingent staff to elect health insurance
Limited paid sick time for some contingent staff
Work-life balance
Opportunities for advancement