Investment Banking Summer Student, Energy

About the role

ATB Cormark Capital Markets is a wholly-owned subsidiary of ATB Financial, an Alberta-based institution with offices in Calgary, Edmonton, Toronto, and Denver. Together, we represent a highly specialized team of experts who provide a full suite of financial service solutions, including :

• M&A Advisory: Mergers, acquisitions, divestitures, and private equity transactions
• Capital Markets: Equity and debt capital raising
• Corporate Banking: Underwriting, syndication, and project finance
• Trading & Research: Institutional sales, trading, and sector-specific equity research

ATB Cormark Capital Markets is seeking a 2027 Investment Banking Summer Analyst to join our Calgary office, supporting the firm’s Energy coverage team across traditional oil & gas, midstream, and energy transition sectors

What we offer

• High-impact exposure to live transaction execution and strategic advisory mandates
• Direct mentorship and regular interaction with senior leadership

Role Details

• Location: 100% onsite at our Calgary, AB office
• Term: May - August 2027

## Accountabilities

Primary duties consist of, but are not limited to

• Develop comprehensive pitch books, client presentations, and marketing materials to support strategic client decision-making
• Support deal teams across the execution lifecycle of advisory and financing mandates, taking on progressively higher levels of responsibility
• Evaluate corporate financial health, perform rigorous valuation analyses, and build comprehensive financial models
• Conduct in-depth industry and company research to track market trends, evaluate sector risks, and identify actionable opportunities
• Analyze energy market fundamentals, commodity trends, and sector-specific metrics to support mandates within the energy group
• Maintain and build internal databases, trackers, and spreadsheets to streamline team workflows

## Skills, experience & requirements

• Currently pursuing an undergraduate or postgraduate degree in Finance, Economics, Commerce, or a related discipline, with an expected graduation date in Spring or Summer 2028 (though exceptionally strong candidates outside this timeframe may be considered)
• Strong foundational knowledge of business, finance, and economics, reinforced by academic excellence and relevant extracurricular or professional experience
• Exceptional quantitative and analytical skills with rigorous attention to detail, paired with the ability to quickly master complex concepts
• Demonstrated capability in Microsoft Excel, PowerPoint, and Word, alongside familiarity with financial research databases (S&P Capital IQ, FactSet, and Bloomberg)
• Outstanding written and verbal communication skills, with a collaborative approach to building professional relationships
• Proven track record of personal achievement, sound independent judgment, and the capacity to take on increasing responsibility in a fast-paced environment

Don’t meet all the requirements on the list? A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role—but you might not check all the boxes—we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.

We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed—their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business.

What happens next? If you are shortlisted, you’ll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at talentteam@atb.com

• Stay in touch
• We’re excited that you’re interested in a career with ATB.