Caxton Wealth
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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