Investment Banking intern - New York

Caxton Wealth

Posted 5 days ago

Full Time

New York, New York

In Person

Smart Summary

The intern will support financial modelling and valuation work, analyze industries and market trends, and assist in creating presentation materials. They will also contribute to project work requiring structured thinking and analytical rigor.

This investment banking internship is geared towards students, graduates, or recent graduates with a strong interest in finance. The ideal candidate should possess a basic understanding of financial statements and valuation concepts, coupled with strong Excel and PowerPoint skills. The role involves supporting financial modeling, analyzing market trends, and creating presentation materials.

Must Have Skills for ATS

Financial Modelling

Valuation

Financial Analysis

Presentation Skills

Research

Excel

PowerPoint

Analytical Thinking

Communication

Attention to Detail

Job Description

This opportunity is aimed at high-calibre individuals who want meaningful exposure to investment banking. The internship is designed to mirror the kind of analytical work found in real analyst environments, with a focus on execution, commercial thinking, and technical development.

You will support work across valuation, financial analysis, presentation materials, and transaction-related research, while gaining a clearer understanding of how deals move from idea to execution.

Key Responsibilities

  • Support financial modelling and valuation work across a range of company and transaction scenarios

  • Analyse industries, market trends, and public company data

  • Help create pitch decks, strategic materials, and investor-facing documents

  • Assist with internal research and client-facing financial summaries

  • Review filings, earnings releases, and transaction activity

  • Contribute to project work requiring structured thinking and analytical rigour

Ideal Candidate

  • Student, graduate, or recent graduate with a strong interest in finance

  • Background in Finance, Economics, Business, Maths, Engineering, or similar

  • Basic understanding of financial statements and valuation concepts

  • Strong Excel and PowerPoint skills

  • Reliable, detail-focused, and proactive

  • Able to communicate clearly in a professional setting

What You Gain

  • Exposure to live-style investment banking work

  • Practical experience in modelling and valuation

  • Direct learning from professionals in the field

  • Flexibility in how and where you work

Compensation

  • Includes paid elements and performance-based growth opportunities

Caxton Wealth

Caxton Wealth is not a traditional family office network. We exist for those who think in generations and act with precision. We bring together wealth creators, next-gens, and CIOs who aren’t just managing capital—they’re building something that outlasts them. Our members believe in discretion, long-term alignment, and strategic clarity. No noise. No sponsors. Just trusted exchange and high-trust relationships. At Caxton, legacy isn’t inheritance—it’s intent, structure, and sustained momentum. We’re here for those shaping the future quietly, deliberately, and with conviction. Join a private circle where capital becomes continuity—and where your vision can compound across generations. Send us an email at team@caxtonwealth.com.

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