About The Position

As a Sr. Associate on the Global Banking Intelligence & Growth Strategy team, you will play a critical role in advancing revenue growth across the Commercial & Investment Bank. This team operates in a fast-paced, insight-driven environment, combining internal data, external market intelligence, and advanced analytical techniques—including AI and large language models—to identify high-impact opportunities across M&A, capital markets, FX, payments, and corporate banking. You will partner directly with senior business leaders to shape strategic priorities and enable more targeted, data-driven revenue growth strategies.

Requirements

  • 4+ years of experience with a leading management consulting firm, top-tier bank, or private equity firm with a focus on data-driven strategy and advanced analytics development
  • Demonstrated expertise in revenue-driven analytics, market sizing, TAM and wallet modeling, and capital markets data analysis
  • Strong analytical and problem-solving skills, including hands-on experience with large datasets, financial statements, public filings, and AI/LLM tools for insight generation
  • Demonstrated experience in building data models (SQL, Python, Alteryx) and visualizations (Tableau, Qlik)
  • Exceptional ability to translate complex analyses into clear, executive-level insights and actionable recommendations
  • Proven track record of partnering with and influencing senior stakeholders across banking and product organizations
  • Experience in financial services with exposure to capital markets, corporate banking, or payments.
  • Proficient understanding and application of fundamental AI and ML techniques (e.g., NLP, time series, supervised learning, LLM)
  • Bachelor’s degree in computer science, Statistics, Engineering or related fields
  • Advanced degree (MBA or analytics-focused master’s) from a top-tier program.

Nice To Haves

  • Experience in financial services with exposure to capital markets, corporate banking, or payments.
  • Proficient understanding and application of fundamental AI and ML techniques (e.g., NLP, time series, supervised learning, LLM)
  • Bachelor’s degree in computer science, Statistics, Engineering or related fields
  • Advanced degree (MBA or analytics-focused master’s) from a top-tier program.

Responsibilities

  • Identify actionable global banking opportunities such as sell-side M&A, take-private situations, and IPO candidates by integrating internal client indicators with external deal activity, valuation signals, and sector dynamics
  • Develop market and product insights by analyzing proprietary payment flows, public filings, and external data sources to uncover FX hedging, capital markets, and broader corporate finance opportunities
  • Create market sizing, total addressable market (TAM), wallet, and share-of-wallet models to guide banker focus and inform strategic prioritization
  • Monitor market, sector, and capital markets developments to generate timely insights that influence client engagement and product strategy
  • Design and enhance banker coverage models, prioritization frameworks, and territory strategies to optimize resource deployment and improve revenue productivity
  • Design and build analytical workflows, dashboards, and opportunity assessments that support banker decision-making at scale
  • Drive complex analytical and strategic problem-solving efforts and translate outputs into concise, actionable recommendations for executive audiences
  • Partner with leaders across Investment Banking, Corporate Banking, Payments, and Markets to ensure insights directly inform strategic agendas and client engagement
  • Lead initiatives from ideation through execution ensuring analytical rigor, clarity of outcomes, and alignment with business objectives

Benefits

  • We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
  • Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
  • We also offer a range of benefits and programs to meet employee needs, based on eligibility.
  • These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
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