About The Position

The primary responsibilities for this role include the collection and analysis of highly confidential management information for the Capital Solutions (“CSG”) businesses. The individual will work closely with CSG and investment banking teams as well as the broader GBM finance & strategy team. The individual would also assist in ad-hoc analysis and reporting.

Requirements

  • Good judgment, analytical capability, committed and flexible
  • Detail oriented; ability to multi-task
  • Organized, clear and confident in written and oral communication
  • Ability to meet tight deadlines and prioritize workload
  • Proficient in MS Office (i.e. Excel, Word, PowerPoint)
  • Proactive, enthusiastic and team oriented
  • Ability to adapt to new technology
  • Bachelor’s degree (Finance or Accounting a plus)

Nice To Haves

  • Tableau knowledge a plus

Responsibilities

  • Daily review and maintenance of confidential information
  • Responsible for p&l and pipeline review driving regular reporting
  • Liaison between CSG Finance, bankers, and other divisions
  • Assist in weekly/ monthly/quarterly and ad-hoc reporting
  • Assist in budgeting and planning
  • Ad-hoc requests

Benefits

  • training and development opportunities
  • firmwide networks
  • benefits
  • wellness
  • personal finance offerings
  • mindfulness programs
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