Entry-Level Programs

CastleOak's two-year analyst program provides industry exposure, training, and networking opportunities.

The firm's smaller size ensures analysts have a seat at the table, offering direct involvement in deals, while our flat organization offers access to leaders who have extensive knowledge and relationships.

Programs at CastleOak

Banking Program

Over the course of two years in this department, analysts will come away with skills in financial advisory, capital markets, and transaction execution, including analyzing information, preparing cash flow analyses, requests for proposals, client presentations, and conducting research. Analysts will gain skills in sourcing and pitching Capital Markets and Investment Banking capabilities.

Sales & Trading Program

Over the course of two years in this department, analysts will come away with skills in analysis, evaluation, origination, trading, and settlement across both fixed income and equity markets. This includes experience with federal agencies, money markets, U.S. Treasuries, corporates, supranationals, MBS, ABS, municipals, and equities.

Internship Program

Our annual summer internship program provides a comprehensive banking or sales & trading experience to undergraduate and graduate students, as well as workplace exposure for high school students. The program teaches teamwork, how to interview, working in a professional environment, delivering on job responsibilities, and client relationship development.

What Analysts Say

“CastleOak has been a great place for me to learn and develop. I enjoy being able to grow while also working in a fast-paced environment.”

Robbie

Analyst

“CastleOak's analyst program has given me the opportunity to start my career in an environment that encourages learning, integrity, and mentorship. The community of veteran bankers and traders here has been invaluable.”

Dipanshi

Analyst

“CastleOak fosters an environment of learning and a culture of integrity. The trading floor consists of veteran traders with decades of experience who provide mentorship to junior personnel and encourage curiosity.”

Abhi

Analyst

“CastleOak has given me the opportunity to draw on the experiences of veteran bankers while working on a variety of engaging projects. The firm's teamwork- and mentorship-oriented culture make each day a chance to learn.”

Carrie

Analyst

“CastleOak fosters a culture of excellence, with collaboration serving as the cornerstone of our operations. The invaluable mentorship provided by seasoned bankers has been pivotal to my professional growth.”

Youssef

Analyst

“At CastleOak, the fast-paced environment, strong mentorship, and collaborative teamwork make it easy to learn, grow, and take on new challenges alongside experienced bankers who are genuinely invested in your development.”

Diego

Analyst

Key Components

Training

Participants learn on the job, enjoying direct involvement in deals and access to leaders with extensive knowledge. We train analysts in a variety of skills, from Bloomberg to capital structures to financial modeling to yields and spreads, as well as offering individualized professional skill coursework.

Social / Networking

The social component of the analyst program supports relationship-building and broader industry exposure within the firm. Every other month, analysts participate in a formalized social activity with others in the firm. These events range in size and makeup, with the objective of fostering both team cohesion and firm integration.

Interns Visiting the New York Stock Exchange

Interns, Analysts and Associates at an Escape Room

Path to Success

Starting your career at CastleOak serves as a launching pad for a range of opportunities. Our analysts have gone on to hold a variety of positions with progressive responsibility, at CastleOak, on Wall Street, and beyond.