2027 Investment Banking Associate Program (CA) - Early Careers
About the role
As an Associate in the Investment Banking Program, you will be part of a team that supports clients through strategic transactions and capital raising. From day one, you will contribute directly to live projects, build relationships with clients and senior bankers, and support work that helps clients achieve their strategic objectives in today’s dynamic environment. You will join a product or industry coverage group and contribute directly to transaction execution, client deliverables, and coordination across deal teams. The program begins with six weeks of comprehensive training covering financial accounting, credit analysis, valuation, and modelling. You will also prepare for Series 63, 79, and SIE license exams. Following training, you will step directly into live deal execution and client advisory work, with responsibility for deliverables and workstreams across transactions and strategic client engagements. Throughout the program, you will receive coaching, mentorship, and ongoing feedback while building the capabilities required to progress within investment banking. Positions are available in San Francisco and Los Angeles.
Responsibilities
- Building valuation models and supporting transaction execution
- Leading workstreams and driving completion of key deliverables
- Conducting company and industry research to inform client advice and transaction strategy
- Preparing and reviewing client materials and pitch presentations
- Participating in diligence sessions, client meetings, and internal discussions
- Coordinating with senior bankers, analysts, and partners across sectors and geographies
- Supporting the development of junior team members
Requirements
- 2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education
- Must obtain FINRA registration for SIE, Series 63 (or 66), and Series 79 within 90 days of hire if not already held (recognized equivalents accepted)
- Must successfully complete and pass a background check