2027 Investment Banking Summer Analyst

Why Cascadia Capital? Why Middle-Market Banking?

At Cascadia Capital, we believe the best careers are built where you can make an impact early. As one of the nation’s leading independent middle-market investment banks, we sit at the center of innovation, partnering with founder-led businesses, private equity firms, and visionary businesses who are changing their industries.

Middle-market banking is where real responsibility happens fast. Our analysts don’t spend their summers observing; they build, analyze, present, and advise. You’ll work on deals that move markets in sectors such as:

• Business Services
• Industrials
• Food, Beverage & Agriculture
• Healthcare
• Technology
• Consumer, Retail & Lifestyle

What you’ll do as a Summer Analyst:

As a Summer Analyst, you will be a fully integrated member of the deal team and gain hands-on experience across the investment banking process.

You will:

Build & Analyze

• Develop and refine financial models that guide strategic decision-making
• Analyze company financials, comparable transactions, and valuation metrics

Create & Communicate

• Build pitch books, client presentations, and more
• Translate complex quantitative analysis into compelling deal narratives

Research & Strategize

• Conduct deep dives into industry trends, market dynamics, and competitive landscapes
• Help teams identify where clients can win and how

Contribute to Live Transactions

• Work directly with Analysts, Associates, VPs, and Managing Directors
• Support M&A, capital raising, and strategic advisory engagements across industries

This is real investment banking. Real work. Real impact. This is your chance to experience investment banking in its most dynamic form, high-impact work, with direct access to senior bankers, and the opportunity to see how deals come together.

Who thrives here:

We’re looking for students who are smart, driven, curious, and never complacent. You don’t need to know everything on day one but you must be excited to learn.

Ideal candidates bring:

• High intellectual curiosity and a genuine interest in finance
• Strong analytical, writing, and research skills
• A collaborative mindset and positive attitude
• Leadership in academic, extracurricular, athletic, or work settings
• A meticulous attention to detail and ability to manage competing priorities
• The confidence to ask questions and the humility to take feedback

If you’re the type of person who leans into challenges and likes working in fast-moving environments, you’ll thrive here.

What you’ll gain:

Elite Training & Apprenticeship: Our program blends structured technical training with an apprenticeship model that allows you to learn directly from seasoned bankers

Meaningful Work in High-Growth Cities: Opportunities available in Austin, Los Angeles, Menlo Park, Minneapolis and New York; each offering a vibrant business community and exceptional community to launch a career in investment banking

A Path to Full-Time Employment: Summer Analysts will be considered for a full-time Analyst offer

A Career Launchpad: Cascadia alumni go on to careers in private equity, strategy, venture capital, corporate development, and beyond, creating a powerful and tight-knit network

Requirements:

• Strong GPA (3.5+ preferred)
• Undergraduate graduation date: Fall 2027 or Spring 2028
• Demonstrated interest in finance or business; coursework in finance/accounting is helpful
• Authorization to work in the U.S. without sponsorship