The Investment Banking Analyst Program provides young professionals with a graduate or undergraduate degree a platform to develop and augment their skill set in the financial services industry to further their careers. Participants in the program receive invaluable insight to the industry and gain banking experience that is highly transferable to both corporate and investment banking positions.

Generally, our analysts work with our firm for 6-8 months. Shorter and longer terms are acceptable. We expect each analyst to balance her full-time work experience at Tobin & Co. with an ongoing search for paid employment. Although the Analyst Program is unpaid, past analysts have found it to be a worthwhile investment of their time and energy. Each analyst has gone on to be hired outside the company, a point of pride for our program.

The Analyst Program gives candidates a robust exposure to investment banking. Interns are not hired to generate sales or to make cold calls; analysts support senior staff in serving clients and in securing clients through solid leads. Each analyst is exposed to building financial models and Excel workbooks, updating pitch books and writing offering documents for multiple clients. Experience and knowledge are gained through on-the-job training and direct interaction with senior staff and clients. Analysts will also develop an understanding of business acumen and how to resolve complex situations and processes, which is imperative for any corporate environment. The Analyst Program has become recognized by outside companies as a solid training ground for their prospective employees.

Our Tryon Plaza office location in Uptown Charlotte provides great networking opportunities with other investment banks and financial institutions in the greater Charlotte area. Due to the time requirements of the program, analysts typically join the program post-graduation or while taking classes part-time. Candidates may apply at any time during the year.

We also offer unpaid summer and winter internships to students in undergraduate and graduate school who are looking to gain work experience in the investment banking industry during their academic breaks. Candidates wishing to apply for the summer internship program should submit their resume and cover letter during the last week of February, as we will be conducting interviews for the summer program in early March.

Our winter internship program coincides with winter academic breaks, and is tailored to the candidate’s personal and academic schedule. Candidates wishing to apply for the winter internship program should submit their resume and cover letter in early October, as we will be conducting interviews for the winter program in late October.


Qualified candidates possess the following skills:

  • Coursework in finance and accounting
  • Experience with Microsoft Office (especially Excel)
  • Comprehension of company financial statements
  • Keen attention to detail
  • Strong communication and organizational skills
  • Prior work experience, particularly unskilled summer and high school jobs
  • Enthusiasm and open mindedness
  • Intellectual curiosity, including ingenuity, creativity and a love of learning
  • Strong social skills and a well-honed sense of professionalism

If interested, candidates should send a resume and cover letter to explaining why you would like to work for our firm and what you hope to gain from an internship.

Tobin and Company does not sponsor H-1B visas. International students on valid F-1 visa status are supported.