Analyst, Corporate Finance Advisory

About the Role

Analyst, Corporate Finance Advisory within Global Banking and Markets. This role supports the delivery of analytical, data-driven content and strategic financial advisory across a diverse range of clients and transactions. It involves developing financial models and presentations to evaluate capital structure alternatives, assess credit and liquidity needs, and analyze valuation and capital allocation decisions. The analyst will translate detailed financial analysis into clear, actionable insights to inform client decisions across capital raising and deployment, M&A, and shareholder strategy. This role will also leverage data science to analyze thematic trends and generate forward-looking perspectives that support client dialogue and origination opportunities.

Key Responsibilities

• Evaluate the strategic and financial needs of corporate clients and develop tailored solutions to address them.
• Synthesize company, industry, and market data to generate differentiated ideas and identify new business opportunities.
• Apply both equity and credit perspectives to provide thoughtful, balanced recommendations and inform due diligence.
• Deliver consistent, high-quality work with strong attention to detail.
• Build long-term relationships with clients and collaborate across stakeholders throughout the banking and capital markets platform.
• Support deal sourcing and execution through rigorous fundamental analysis, capital markets insights, scenario modeling, and client-ready presentation materials.

Core Areas of Focus

• Capital structure optimization.
• Credit analysis.
• Valuation insights.
• Capital allocation.
• Risk management.
• Shareholder positioning.

Requirements & Tech Stack

• A positive, proactive, and intellectually curious mindset.
• Bachelors or masters degree in a quantitative field preferred.
• Prior experience in investment banking, capital markets, rating agencies, consulting, equity or credit research is a plus.
• Professional designations such as CFA, CPA, etc. are a plus.
• Proven record of outstanding academic and extracurricular achievement.

Work Arrangement

• In-office role, with the expectation to work 5 days a week in the office.

Location

• United States: New York: New York City