Financial Analyst - Investment Banking Support
Core
Financial Analyst supporting global investment banking teams with analysis, financial content, and deliverables including company profiles, benchmarking, precedent transactions, and earnings summaries.
Role type
Senior IC financial analyst (investment banking support)
Builds
Company profiles, benchmarking analyses, precedent transactions, earnings summaries, sector snapshots, and internal performance reports
Domain
Investment Banking / Corporate Finance
Required skills
Advanced Excel modeling and template design, Financial statement analysis, Financial research tools (Capital IQ, FactSet, Bloomberg), Data validation and audit, Strategic decision support, Report creation
Preferred skills
Python, SQL, R, or VBA, MBA or CFA, Bulge bracket investment bank experience, AI-enabled tools integration
Technologies
Excel, Capital IQ, FactSet, Bloomberg, Python, SQL, R, VBA
Responsibilities
Analyze income statements, balance sheets, and consolidated financials; Interpret financial results to identify trends and benchmark against peers; Prepare recurring and ad-hoc deliverables including company profiles and precedent transactions; Develop, maintain, and audit analytical models and reporting templates; Independently manage analytical requests from intake through final delivery; Leverage internal databases and third-party tools to extract and validate data; Identify and implement automation and AI-enabled tools to improve reporting efficiency
Seniority
Mid-Senior, hands-on IC
