What are the responsibilities and job description for the Investment Banking Summer Analyst – Summer 2026 position at PKFOD?
About PKF Investment Banking:
PKF Investment Banking is seeking an Investment Banking Summer Analyst for Summer 2026 to join our rapidly growing M&A advisory practice. PKF Investment Banking (www.pkfib.com) is the investment banking affiliate of PKF O’Connor Davies, LLP; focused on providing the highest level of M&A advisory services to private and publicly owned companies across a broad range of industries. PKF Investment Banking is committed to building a leading investment banking firm serving the middle market with strong values and an outstanding work environment.
PKF O’Connor Davies is a top-tier accounting, tax and advisory practice with a long history of serving domestic and international clients. “Know Greater Value” speaks to the confidence and guidance that our clients realize when they work with us. It reinforces our commitment to delivering the highest levels of value, expertise and service in everything we do. Our clients Know Greater Connections, Know Greater Insights and Know Greater Value. “PKF O’Connor Davies” is the brand name under which PKF O’Connor Davies LLP and PKF O’Connor Davies Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. PKF O’Connor Davies LLP is a licensed CPA firm that provides attest services and PKF O’Connor Davies Advisory LLC and its subsidiary entities provide tax and advisory services. For more information, please visit pkfod.com.
Duties and Responsibilities:
Successful candidates should have strong cognitive and interpersonal abilities, want to develop their professional and personal skills, and be motivated by the prospect of joining an entrepreneur-minded firm supported by a leading accounting and advisory platform.
As part of the PKF Investment Banking team you’ll be working hands-on with family- and founder-owned businesses in the lower middle-market and be given exposure to a wide range of industries. Over the course of the summer, you will work closely with the team in preparing analyses and valuation materials, participating in due diligence, supporting the execution of M&A transactions, in addition to ad hoc data and research requests related to our M&A processes and market tracking.
Key Responsibilities:
- Prepare business, financial, and operational analyses to assist deal teams on transactions and internal deal processes
- Analyze industry and company-specific information, including conducting detailed research and financial statement analysis
- Collaborate with senior professionals and deal teams on all aspects of investment banking transactions
- Develop marketing materials and client presentations while engaging with senior bankers, clients, lawyers. accountants and other industry professionals
Knowledge, Skills & Abilities:
- Excellent communication skills, both written and oral, as well as the ability to develop meaningful relationships
- Ability to manage multiple competing priorities and thrive in a fast-paced and challenging environment
- Strong analytical skills and problem-solving abilities
- Strong attention to detail and organization
- Ability to work independently and as part of a broader team
Education and Experience:
- Bachelor’s degree in Finance, Economics, Accounting or a related field, with expected graduation in December 2026 or Spring 2027
- Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook
- Working knowledge of financial statements and accounting information
- Prior relevant internship experience considered a plus but not required
Location:
New York City, NY
Compensation:
The compensation for this position ranges from $25.00 - $30.00 per hour. Actual compensation will be dependent upon the specific role, office location as well as the individual’s qualifications, experience, skills, and certifications.
Additional Information:
PKFOD is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.
To all staffing agencies: PKF O'Connor Davies, LLP (“PKFOD”) will not be utilizing agencies to staff this position. Please do not forward resumes to PKFOD partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFOD on other positions must have an updated contractual agreement with PKFOD through the Director of Talent Acquisition. Please be reminded, PKFOD is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFOD.
We are only considering individuals who are authorized to work in the United States. We will not sponsor work visas.
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Salary : $25 - $30