Analyst

About the Team

The Finance & Strategy team operates at the analytical core of Global Banking & Markets. The team serves as a trusted partner to divisional leadership, focusing on performance shaping, advancing strategic priorities, and improving the analytical rigor and precision of performance measurement and management. The mandate includes revenue and expense analytics, forecasting and business planning, compensation analytics, competitive intelligence, and automation of reporting workflows, driving data-informed decision-making. The team comprises individuals with backgrounds in consulting, financial modeling, accounting, risk management, and technology & engineering. A key characteristic is a bias for ownership, where individuals contribute to strategic initiatives, participate in key workstreams, and deliver analyses. The team's advantage is defined by pairing financial judgment with modern data tooling and AI-assisted workflows.

What You'll Do

• Financial Analytics: Build and maintain performance analytics and periodic reporting on divisional revenue, expenses, and shareholder returns. Design executive-grade dashboards for decision-making.
• Financial Process Modernization: Identify operational inefficiencies and partner with cross-functional teams to automate and streamline them, leveraging AI tooling to eliminate manual effort.
• Business Planning & Forecasting: Develop and track new initiatives and collaborate with cross-functional partners to support multi-year and intra-year revenue and expense budgeting and forecasting.
• Competitive Intelligence: Own investment banking and trading competitive analytics for the GBM division. Deliver benchmarking and market-share analysis of peer performance across FICC, Equities, and Banking.
• Expense Management: Steward the Division's cost base, partnering on efficiency projects and delivering transparent, accurate reporting.
• Key Performance Indicator Tracking & Analysis: Track, analyze, and manage progress toward firmwide goals, with a focus on FICC & Equities, in partnership with cross-divisional stakeholders.

What We're Looking For

Foundations

• Bachelor's degree in finance, accounting, economics, mathematics, statistics, computer science, or engineering.
• 0–3 years of relevant experience in finance, strategy, consulting, or analytics (preferred).
• Genuine interest in financial markets and financial analytics, with intellectual curiosity.

Core Analytical & Technical Toolkit

• Strong foundational Excel skills and polished PowerPoint for executive storytelling.
• BI & dashboarding familiarity – Tableau, Power BI, or QlikView (preferred) – with an eye for design and clarity.
• Data preparation & automation – comfort with SQL for querying large, complex datasets is preferred but not required.
• Working proficiency in Python (pandas, data wrangling, automation) is a strong plus.
• Familiarity with a modern development environment such as VS Code, and version control (Git), is highly valued.

AI Fluency

• Hands-on experience applying generative AI and LLM-based tools (e.g., Copilot-style assistants, enterprise chat tools) to accelerate analysis, automate reporting, and enhance productivity.
• Strong prompt engineering instincts and sound judgment on where AI adds value – and where human review remains essential.
• Enthusiasm for piloting emerging tools to improve personal and team productivity.

Mindset & Communication

• Exceptional analytical rigor and aptitude for working with large, ambiguous datasets.
• Strong written and verbal communication skills, with the presence to interact credibly with senior management and global stakeholders.
• Ability to articulate financial results clearly and translate complex analysis into confident, data-driven recommendations.
• A problem-solver who thrives in fast-paced, evolving environments, with uncompromising accuracy and attention to detail.