Mergers & Acquisitions Assistant Financial Analyst

Federal Reserve Bank of Philadelphia•Saint Louis, MO

2d•Onsite

About The Position

The Mergers & Acquisitions Unit in the Supervision, Credit, and Learning Division processes regulatory filings and notifications for state member banks and holding companies involving mergers, acquisitions, changes in bank control, and de novo branches. The Analyst supports the Eighth District’s regulatory application review process, initially conducting base-level casework and developing foundational knowledge of applications filed with the Federal Reserve System. Over time, the Analyst independently manages filings from intake and acceptance through review, analysis, and final disposition. The role evaluates proposals against statutory factors and regulatory considerations, including the financial and managerial condition and prospects of applicant and target entities. The Analyst documents filing proposals, analyses, and recommendations; identifies concerns for timely escalation; and presents case summaries and updates to colleagues and stakeholders. The position involves frequent collaboration with internal teams, other regulatory agencies, applicants and their representatives, and Federal Reserve Board of Governors’ staff. The Analyst may also contribute to special projects and System-wide M&A workgroups. The position is based onsite at the St. Louis, Missouri office or a branch office in Little Rock, Arkansas; Louisville, Kentucky; or Memphis, Tennessee. It reports to a Manager.

Requirements

Bachelor’s degree in economics, finance, accounting, business administration, or a similar field, or commensurate experience.
Two years of related experience.
Knowledge of financial statements and financial analysis.
Ability to synthesize information.
Attention to detail.
Must be a U.S. citizen or lawful permanent resident intending to become a citizen and meet certain other requirements.

Responsibilities

Serve as the primary analyst assigned to manage base-level filings.
Demonstrate a sound understanding of filing proposals and financial analysis.
Manage time and priorities to meet strict deadlines driven by regulation or System policy.
Prepare high-quality written correspondence and analysis summaries documenting analyses and recommendations.
Develop base-level knowledge of banking laws, regulations, Board policies, and guidance.
Gain familiarity with FedEZFile, a cloud-based platform for the Federal Reserve’s application filing process.
Develop a foundational understanding of CASSIDI to support work on merger filings.
Conduct quality assurance reviews to ensure correspondence files reflect the entire record of an application or notice.
Support modernization of the unit’s policies and procedures.
Build working relationships with stakeholders within the District, throughout the Federal Reserve System, and among external constituents.
Present filing proposals to internal stakeholders and Federal Reserve Board of Governors’ staff.
Support special projects as assigned.