CareerPlan

Investment Banking Summer Analyst

MexicoFull-time2026-10-15 → 2026-10-24
On-site

Core

Educational summer program teaching cross-border M&A advisory, financial modeling, valuation, and transaction processes to students.

Role type

Summer Analyst (Educational Program)

Builds

Case projects based on real transactions, financial models, and professional presentations for internal review.

Domain

Investment Banking / Mergers & Acquisitions / Latin America & Caribbean

Required skills

Financial modeling, valuation (DCF, comps, precedent transactions), Excel, PowerPoint, Word, accounting fundamentals, Spanish, English

Preferred skills

Latin American and Caribbean market knowledge, generalist business value creation curiosity

Technologies

FactSet, Bloomberg, PitchBook, Capital IQ

Responsibilities

Complete weekly training curriculum, execute case projects on anonymized transactions, observe team meetings and client calls, present final case to partners

Seniority

Student (Undergraduate/Graduate)