IBD Desk Strat - Associate, Vice President
Core
Quantitative analyst and software engineer embedded in Investment Banking teams to build data-driven insights, AI solutions, and custom tools for deal execution and client strategies.
Role type
Associate/VP Investment Banking Desk Strategist (Quant/Software)
Builds
Custom software, dashboards, and AI tools for investment banking workflows
Domain
Investment Banking / Financial Services
Deliverable
production ML models | product features | dashboards & analysis
Required skills
Python, R, SQL, financial modeling (Excel/VBA), React, data visualization (PowerBI), financial databases (Bloomberg, FactSet, CapIQ), financial concepts (valuation, M&A, capital structure), software development lifecycle
Preferred skills
AI/ML tools, investment banking or management consulting experience
Technologies
Python, R, SQL, React, PowerBI, Bloomberg, FactSet, CapIQ, Excel, VBA
Responsibilities
Perform data-driven analysis for industry trends and deal opportunities; drive AI adoption and usage within the bank; build and maintain software tools and dashboards for transaction execution; collaborate with bankers to develop productivity and risk reduction solutions; own the full lifecycle of metrics development from sourcing to visualization; communicate strategic projects to senior leadership.
Seniority
Associate (1-6 years) / Vice President (7+ years)
