Financial Advisor consulting with clients to determine best financial actions for investment goals. Engaging with clients and assessing their financial situations with a focus on compliance and product suitability.
About the role
- Investment Banking Analyst II at Fifth Third Bank supporting financial transactions and strategic initiatives in Corporate & Investment Banking. Responsibilities include financial modeling, client engagement and due diligence.
Responsibilities
- Support the execution of complex financial transactions and strategic initiatives
- Conduct initial and ongoing due diligence, including market research and transaction analyses
- Prepare client-facing materials including pitch books and transaction summaries
- Analyze financial statements and market data to support corporate finance evaluations
- Communicate project status, timelines, deliverables effectively across deal teams
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related field
- 1–3 years of relevant experience in investment banking, corporate finance, capital markets, private equity, venture capital, consulting, and transaction advisory services
- Securities Industry Essentials (SIE), Series 79, and Series 63 licenses
- Strong proficiency in Microsoft Excel and PowerPoint
- Advanced analytical and quantitative skills with ability to interpret complex financial data
- Proficiency in financial modeling and presentation development
- High attention to detail and strong organizational capabilities
- Ability to work independently and collaboratively in deal teams
Benefits
- Comprehensive benefits programs designed to support the individual needs of employees and families
- Physical, financial, emotional and social well-being support
- Incentive compensation plan based on performance
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