Job Description
Job description
Wofford Advisors is seeking Investment Banking Summer Analysts to join our team for the Summer of 2026. Through an 8-10 week long internship program, Summer Analysts will work closely with the team's junior and senior professionals preparing, analyzing and executing M&A transactions in the Logistics Sector.
Our internship program is the primary method of sourcing full-time Investment Banking Analyst candidates.
Over the course of the internship, you are assigned to active and prospective engagement teams. Summer Analysts will also gain exposure to the true day-to-day responsibilities of an investment banker and will have the opportunity to grow professionally.
- Responsibilities will include:
- Being an integral member of the team, working collaboratively with all team members
- Attending team meetings and support management by ensuring proper materials for respective meetings and determining appropriate action items and follow through on action items
- Researching and gathering information on private and public companies
- Assisting with financial modeling using Excel
- Preparing materials for clients working alongside our full-time Analysts and Associates
- Performing ad-hoc projects that require cross-functional collaboration, obtaining and analyzing data and incorporating findings. Should be very comfortable using Microsoft products, most work will be performed using Excel, Power Point, and Word (Microsoft Office suite.)
- The ideal candidate will demonstrate:
- Strong technical skills (knowledge of accounting, Excel, etc.)
- A proactive work ethic, a flexible, team-oriented attitude and ability to work independently
- Considerable tact, diplomacy and judgment when handling sensitive information
- Strong organizational skills and the ability to take ownership of projects
- Outstanding attention to detail, as well as the ability to identify opportunities for process improvement
- Professional / concise oral and written communication
- Ability to work efficiently and to manage multiple projects simultaneously
- IMPORTANT:
- This role is fully remote, but candidates must work in a continental U.S. time zone.
- Applicants must have U.S. work authorization to be considered for the position
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