Financial Analyst - Investment Banking Support
About The Position
The Financial Analyst supports global investment banking teams by preparing and reviewing financial analysis and content for day-to-day banking work. The role covers a broad range of companies, industries, and deliverables, including company profiles, benchmarking analyses, precedent transactions, earnings summaries, sector analysis, and internal performance reporting. It requires accuracy, professional judgment, curiosity, and the ability to turn complex financial information into clear, banker-ready output. The analyst works with financial statements and performance reports, interprets results and peer comparisons, and develops and maintains analytical models, spreadsheets, and reporting templates. The position also involves using internal databases, third-party financial platforms, and approved AI-enabled tools, while validating information against source materials and maintaining traceable documentation. The analyst collaborates with global offices, Research, and bankers, manages standard requests from intake through delivery, and identifies opportunities to improve workflows. The role offers increasing responsibility and exposure to investment banking workflows and analytical 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, validate outputs against underlying sources, and remain accountable 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.
- Strong PowerPoint skills, including the ability to create clear, visually polished slides with attention to formatting, consistency, and detail.
- Sound professional judgment, including the ability to identify ambiguity, formulate 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 for benchmarking, company analysis, and performance evaluation.
- Design complex Excel spreadsheets to streamline recurring reporting and support flexible ad-hoc analysis.
- Manage standard analytical requests from initial intake through final delivery, including confirming requirements, selecting appropriate sources and tools, maintaining supporting backup, and ensuring the final work addresses the request.
- Maintain complete, logical, and traceable supporting documentation so data, calculations, and conclusions can be independently 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 analytical workflows.
- Identify and implement opportunities to use automation, AI-enabled tools, and other workflow improvements to improve the efficiency and consistency of reporting, research, and analysis.
- Assist in creating management reports and internal briefing materials for 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
- Potential participation in a bonus, commission, or incentive program, depending on the role
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
