Investment Banking Summer Associate

About the company

Caeros is a distinguished independent advisory firm providing sophisticated partnership solutions to select sponsors and issuers globally. The firm guides clients toward strategic alliances by leveraging its extensive network of private and institutional sponsors and its proprietary intelligence platform, which identifies optimal relationships based on investment patterns and strategic compatibility. Led by experienced professionals committed to discretion and excellence, Caeros transforms capital formation through data-driven matchmaking and relationship curation. Based in Geneva with a global outlook, the firm serves clients seeking exceptional value creation through precisely curated partnerships that align with their long-term objectives.

About the role

Title: Investment Banking Summer Associate

Investment Banking Summer Associate Program Overview:

Join a dynamic firm that applies a rigorous, analytical approach to investment banking. We value collaboration, intellectual curiosity, and a strong work ethic. Our team-oriented culture and robust resources enable Associates to excel while tackling complex financial challenges.

The Opportunity: Investment Banking Summer Associate

We are seeking highly motivated MBA candidates to join our Investment Banking team as Summer Associates. You will work side-by-side with senior bankers on live transactions, lead critical workstreams, and deepen your expertise across valuation, due diligence, and client engagement. This program provides an unparalleled platform to transition into a full-time Investment Banking Associate role.

Responsibilities:

As an Investment Banking Summer Associate, you will:

• Lead Financial Analysis – Build, review, and refine complex financial models (DCF, LBO, merger models), oversee pro forma and scenario analyses, and ensure analytical accuracy.
• Deal Execution – Coordinate and manage workstreams across diligence, third-party advisors, and internal teams; draft key transaction documents (CIMs, management presentations, buyer lists).
• Client Interaction – Participate in client meetings, present analytical findings, and respond to real-time information requests from C-suite executives and investors.
• Industry & Market Research – Drive in-depth sector research, competitive benchmarking, and strategic analysis to support origination and execution.
• Presentation Materials – Lead the creation of pitch books, board materials, and investor decks, maintaining top-tier quality and branding standards.
• Team Leadership – Mentor Summer Analysts and full-time Analysts, ensuring consistent analytical rigor, and foster a collaborative workflow.
• Process Improvement – Identify opportunities to streamline processes, enhance modeling templates, and share best practices across the group.
• Administrative Coordination – Oversee transaction logistics (data rooms, timelines, NDAs) to keep deals on track.

What We're Looking For

We seek candidates who demonstrate:

• MBA Candidacy: Currently enrolled in a top-tier MBA program with an outstanding academic record.
• Prior Experience: 2–4 years of pre-MBA experience in investment banking, private equity, management consulting, corporate finance, or related analytical roles.
• Advanced Financial Acumen: Mastery of valuation techniques, financial statement analysis, and Excel-based financial modeling.
• Analytical & Quantitative Rigor: Exceptional quantitative, critical-thinking, and problem-solving skills with the ability to synthesize large data sets.
• Leadership & Drive: Proven initiative, ownership mentality, and the capacity to lead multiple workstreams under tight deadlines.
• Communication Excellence: Polished verbal and written communication skills, including the ability to present complex ideas clearly to senior audiences.
• Teamwork & Collaboration: Strong interpersonal skills, with a collaborative mindset and a track record of coaching or mentoring peers.
• Technical Proficiency: Advanced proficiency in Microsoft Excel and PowerPoint; familiarity with financial databases (Capital IQ, PitchBook) a plus.
• Professionalism & Integrity: Uncompromising commitment to ethical standards, confidentiality, and client service.

Why Intern With Us? Your Investment Banking Summer Associate Advantage

• 
  Front-Line Experience: Work on marquee, live transactions across M&A, capital markets, and strategic advisory assignments.
• Accelerated Learning: Receive intensive training, direct partner mentorship, and continuous feedback designed for rapid professional growth.
• Leadership Exposure: Interface with senior bankers and executive-level clients, positioning you for post-MBA Associate opportunities.
• Broad Industry Coverage: Gain exposure to diverse industries and deal types, enhancing your marketability and sector expertise.
• Collaborative Culture: Contribute to a supportive, high-performance environment that values knowledge-sharing and teamwork.
• Career Pathway: Successful Summer Associates are considered for full-time Associate roles upon graduation, providing a clear trajectory within investment banking.

How to Apply

If you are a driven MBA student seeking a challenging and rewarding Investment Banking Summer Associate position, we encourage you to apply. Please submit your resume.

Industry: Financial Services

Employment Type: Internship (Summer Associate)

Notice: This is a remote position based in United States.