YOUR RESPONSIBILITIES:  

The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities.  

• Build and understand complex financial models. 

• Perform complex financial analysis with minimal oversight. 

• Create high-impact presentation materials using PowerPoint, Excel, Word and other relevant presentations to support the effort of the team. 

• Work well as part of a team in a high stress environment. 

• Develop good working relationships with peers and seniors in Credit, Capital Markets and the rest of the organization. 

• Manage priorities while working on a number of high priority opportunities simultaneously. 

• Complete basic credit and corporate finance overview and analysis independently. 

• Serve as support to the Managing Directors and be capable of making internal and external software programs. 

• Provide support to partnering businesses by assessing whether securities products and capital markets services would be appropriate for a particular client and working with business partners to provide those products and services to clients. 

• Other Duties: Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team’s and the company’s mission. 

MINIMUM REQUIREMENTS: 

• Bachelor’s degree in Finance, Accounting, Economics, or related field. 

• Demonstrated academic or professional exposure to financial analysis and corporate finance concepts. 

• Securities Industry Essentials (SIE), Series 79, and Series 63 licenses required within Fifth Third guidelines.  

• Strong proficiency in Microsoft Excel and PowerPoint. 

REQUIRED SKILLS: 

Qualified candidates will bring emerging professional proficiency, generally acquired through 0–2 years of relevant work or internship experience in finance, accounting, or a related field. 

• Strong analytical and quantitative skills, with the ability to interpret financial data and trends. 

• Proficiency in Microsoft Excel and PowerPoint for financial modeling and presentation development. 

• Effective communication skills, both written and verbal, with the ability to convey complex information clearly. 

• Ability to manage multiple priorities in a fast-paced, deadline-driven environment. 

• Strong attention to detail and organizational skills. 

• Ability to work collaboratively within a team and independently when needed. 

• Ability to obtain and maintain required securities licenses in accordance with company policy.  

Please refer to the “Skills for Success” section to learn how to stand out as an applicant. 

SKILLS FOR SUCCESS: 

Successful candidates will demonstrate a higher degree of proficiency (typically from 1–3 years of practical experience or advanced academic exposure) across the following areas: 

• Financial Modeling: Ability to build and interpret complex financial models to support transaction analysis and client recommendations. 

• Due Diligence: Experience conducting credit, accounting, and legal due diligence to assess transaction viability and risk. 

• Market Research: Skilled in sourcing and synthesizing market data, economic trends, and comparable transactions to inform strategic decisions. 

• Client Communication: Ability to prepare compelling pitch materials and market updates tailored to client needs and business objectives. 

• Technology Proficiency: Familiarity with third-party financial platforms and databases (e.g., Bloomberg, Capital IQ) used in investment banking or corporate finance environments. 

DOING THE RIGHT THING: Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets —including you​.