Position Details

Type Full-Time

Experience mid

Exp. Years 1-3 years

Education Bachelor's degree in Finance, Accounting, Economics, or related field

Category Finance & Accounting

About this role

The Investment Banking Analyst II will support the execution of complex financial transactions within Fifth Third Bank's Corporate & Investment Banking group, performing advanced financial modeling, due diligence, and preparing client-facing materials.

Key Responsibilities

Apply accounting, corporate finance and capital markets concepts to support transaction analysis and execution
Develop and refine financial models to assess company performance, trends, and transaction viability
Conduct initial and ongoing due diligence, including market research and comparable company and transaction analyses
Prepare client-facing materials including pitch books, market updates, and transaction summaries
Synthesize large volumes of financial and qualitative data to support strategic recommendations and client solutions

Technical Overview

Role involves advanced financial modeling, analysis of financial statements, market and transaction research, and development of pitch books using Microsoft Excel and PowerPoint; utilizes Bloomberg and Capital IQ for data.

Ideal Candidate

The ideal candidate is a mid-level investment banking analyst with 1-3 years of relevant experience, licensed (SIE, Series 79, Series 63), and strong financial modeling and client-facing material skills.

Must-Have Skills

Bachelor's degree in FinanceAccountingEconomicsor related field1-3 years of relevant experience in investment bankingcorporate financecapital marketsprivate equityventure capitalconsultingand transaction advisory servicesSecurities Industry Essentials (SIE)Series 79Series 63Microsoft ExcelMicrosoft PowerPoint

Nice-to-Have Skills

Familiarity with BloombergCapital IQ

Tools & Platforms

BloombergCapital IQMicrosoft ExcelMicrosoft PowerPoint

Required Skills

financial modelinganalysis of financial statementscorporate finance conceptscapital markets conceptsmarket researchdue diligenceclient-facing materialspitch booksmarket updatesunderwritingstructuringvaluationBloombergCapital IQMicrosoft ExcelMicrosoft PowerPointSIESeries 79Series 63

Hard Skills

Microsoft ExcelMicrosoft PowerPointFinancial ModelingBloombergCapital IQSecurities Industry Essentials (SIE)Series 79Series 63Financial statements analysisPitch booksMarket updatesDue diligence

Soft Skills

Strong written and verbal communicationAttention to detailTime managementIndependent and collaborative work styleClient-facing materialsTeam mentoring

Certifications

Required

Securities Industry Essentials (SIE)Series 79Series 63

Industry & Role

Industry Banking

Job Function Support execution of investment banking transactions in Corporate & Investment Banking.

Role Subtype Financial Analyst

Tech Domains Microsoft Excel, Microsoft PowerPoint, Bloomberg, Capital IQ, Financial Modeling

Keywords for Your Resume

Investment Banking Analyst IIFifth Third BancorpSecurities Industry Essentials (SIE)Series 79Series 63Microsoft ExcelMicrosoft PowerPointBloombergCapital IQFinancial ModelingDue diligenceMarket researchPitch booksMarket updatesClient solutionsCorporate & Investment BankingUnderwritingStructuringValuationComparable company analysesTransaction advisory services

Deal Breakers

Bachelor's degree required, SIE/Series licenses required, On-site in Charlotte, NC

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