2028 Strategic Advisory: Mergers & Acquisitions Summer Analyst Program – San Francisco Insurance

About the role

Ten-week Summer Analyst program in Evercore’s San Francisco Insurance team, providing undergraduate students with experience in strategic advisory and mergers and acquisitions. Analysts support transactions and client work across modeling, analysis, due diligence, and business development while working closely with small teams, clients, and firm partners.

Program and Responsibilities

• Support mergers and acquisitions advisory, restructurings, recapitalizations, divestitures, partnerships, and joint ventures.
• Prepare for and attend client meetings alongside small project teams and firm partners.
• Build financial models, conduct industry analysis, and resolve complex accounting issues.
• Perform due diligence and contribute to new business development activities.
• Work on multiple projects concurrently in a boutique investment banking environment.

Qualifications

• Pursue an undergraduate degree with graduation expected between December 2028 and June 2029.
• All majors are encouraged to apply.
• Demonstrate a strong academic record, critical thinking, quantitative ability, and analytical skills.
• Demonstrate knowledge of investment banking and global markets.
• Communicate effectively and show enthusiasm, achievement orientation, flexibility, and a strong work ethic.

Application Timeline

• Applications open September 9, 2026, and close November 15, 2026.
• Applications may be submitted anytime during the application window and are not reviewed on a rolling basis.
• Students may submit a maximum of two applications.
• Withdrawn applications still count toward the two-application limit.