Analyst, Financial Institutions Group

About the Role

This analyst role reports to the Head of the Financial Institutions Group (FIG) within Specialized Industries and Capital Markets. It plays an important role assisting senior bankers and management with research and content creation that supports the business’ strategic objectives. The role supports all four industry sectors within FIG: Asset Management, Insurance, Specialty/Lender Finance, and Securities Industry & Banks. This role uses independent judgment in the design and creation of effective materials for external client activity as well as internal projects and directly supports the growth of the business. The role requires support for complex projects that may involve adhering to tight deadlines.

Location: Charlotte, NC 28202

Key Responsibilities

• Organizes, supports, and manages projects for FIG bankers and the leadership team, involving independent research and content creation, problem-solving, and completion of deliverables within set deadlines.
• Creates content to support executive presentations, board materials, leadership routines, town halls, and other forums. Content may include presentations, agendas, white papers, executive summaries and action plans, and spreadsheets.
• Supports and contributes to client activity, including creating pitchbooks, supporting credit underwriting, and providing input in a range of transaction activities (lending, deposits and treasury management, capital markets, etc.).
• Analyzes financial and market data, drawing from a wide range of sources, and makes recommendations to discern insights and support decision-making.
• Supports other members of the business with special projects, content creation, analysis, and research, as required.

Additional Accountabilities

• Performs additional duties and responsibilities as required.
• Consistently adheres to regulatory and compliance policies and standards linked to the job and completes required compliance training. Accountable to maintain compliance with applicable federal, state and local laws and regulations.

Requirements & Tech Stack

• Microsoft applications with an emphasis on PowerPoint, Excel, and SharePoint.

Qualifications

• Undergraduate Degree (4 years or equivalent) - Bachelor's degree.
• Minimum experience required: Entry level; internships in the financial industry preferred.
• Demonstrated ability to create executive-level presentations.
• Demonstrated strong written and verbal communication skills.
• Demonstrated strong analytical and problem-solving skills.

Preferred Qualifications

• Project management knowledge and/or experience.

Job Competencies

• Excellent verbal, written, and interpersonal communication skills.
• High degree of curiosity and learning agility.
• Strong attention to detail.
• Strong time management.
• Ability to rotate across multiple projects/tasks, prioritizing appropriately.
• Self-starter, able to action on priorities with moderate level of direction.
• Positive attitude, friendly demeanor, and a team player.
• Ability to effectively collaborate with all areas and levels in the organization.