Financial Analyst - Investment Banking Support

RR Donnelley • Phoenix, AZ

1d • Hybrid

About The Position

This role supports global investment banking teams by producing financial analysis and content for their day-to-day work. The analyst will work across companies and industries on deliverables such as company profiles, benchmarking analyses, precedent transactions, earnings summaries, sector analysis, and internal performance reporting. The position provides exposure to investment banking workflows, financial data platforms, and AI-enabled tools, with increasing responsibility for managing analytical requests from intake through final delivery.

The analyst will analyze financial statements and performance reports, interpret results, build and maintain analytical models and reporting templates, and create clear, accurate, banker-ready outputs. The role requires strong quality control, traceable supporting documentation, effective collaboration with bankers and research teams, and sound judgment when resolving ambiguity or escalating issues. The analyst will also identify opportunities to improve analytical workflows through automation and other tools.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative discipline.
• At least 3 years of relevant experience in financial analysis, corporate finance, or investment banking support.
• Advanced analytical and problem-solving skills and exceptional attention to detail.
• Ability to design, audit, and optimize sophisticated Excel spreadsheets and templates.
• Ability to incorporate approved AI-enabled tools into daily workflows while independently validating outputs against underlying sources and taking accountability for final deliverables.
• Effective communication skills and ability to distill complex data into clear insights.
• Ability to manage multiple priorities, communicate about timing or clarification needs, and complete work efficiently without compromising accuracy, completeness, quality control, or presentation quality.
• Strong PowerPoint skills and ability to create clear, visually polished slides with consistent, accurate formatting.
• Sound professional judgment, including the ability to identify ambiguity, develop clear questions, determine when escalation is appropriate, and communicate effectively with colleagues and bankers.

Nice To Haves

• MBA or CFA, completed or in progress.
• Experience supporting or working with bulge bracket investment banks or capital markets teams.
• Familiarity with financial research tools and platforms such as Capital IQ, FactSet, or Bloomberg.
• Experience with one or more of Python, SQL, R, or VBA.
• Strong intellectual curiosity and interest in financial markets, industries, and corporate performance trends.

Responsibilities

• Analyze income statements, balance sheets, consolidated financials, and internal performance reports to support strategic decision-making.
• Interpret financial results to identify trends, compare performance with industry peers and competitors, and inform strategic positioning and benchmarking analyses.
• Prepare recurring and ad-hoc deliverables, including company profiles, benchmarking analyses, precedent transactions, earnings summaries, sector snapshots, and internal performance reviews.
• Develop, maintain, and audit analytical models, spreadsheets, and reporting templates.
• Design Excel spreadsheets that streamline recurring reporting and support flexible ad-hoc analysis.
• Manage standard analytical requests from intake through final delivery, including confirming requirements, selecting sources and tools, maintaining supporting backup, and ensuring the work addresses the request.
• Maintain logical, complete, and traceable supporting documentation so data, calculations, and conclusions can be reviewed and verified.
• Review work before submission, identifying and resolving discrepancies, questionable data, formatting inconsistencies, and unsupported conclusions.
• Use internal databases and third-party tools to extract, validate, and interpret data accurately and consistently.
• Collaborate with global offices, the Research team, and bankers to clarify requests, refine methodologies, resolve data or execution issues, and improve workflows.
• Identify and implement opportunities to use automation, AI-enabled tools, and other workflow improvements in recurring reporting, research, and analysis.
• Assist in creating management reports and internal briefing materials that support banker workflows and client engagement.
• Participate in ad-hoc financial analysis and internal projects as assigned.

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• Paid time off
• Disability insurance
• 401(k) with company match
• Life insurance
• Voluntary supplemental insurance coverages
• Parental leave
• Adoption assistance
• Tuition assistance
• Employer and partner discounts
• The total compensation package may include participation in a bonus, commission, or incentive program, depending on the role.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level