CareerPlan

Analyst, Financial Institutions Group (FIG) - Investment Banking

New York, NY, USAFull-time$110k2026-10-08 → 2026-11-10
Based in United States

Core

Analyst in Financial Institutions Group (FIG) providing deep industry sector expertise, creative client-focused solutions, and world-class execution across a full suite of products using a sector ecosystem approach.

Role type

Analyst, Investment Banking (Financial Institutions Group)

Builds

Integrated Capital Markets platform solutions for clients in the financial institutions sector

Domain

Banking, Financial Services, Investment Banking

Required skills

complex financial modeling, valuation analysis, statistical presentation creation, industry research, financial analysis, strategic initiative execution, risk management framework application, system/model proficiency

Preferred skills

creative problem solving, independent work within teams, specialized knowledge in finance/economics/accounting

Technologies

financial computer applications, database management tools

Responsibilities

Develop written internal and external marketing on pitch material; Supports deal teams in development, presentation, and winning mandates; Researches and analyzes company and industry financial and operating information; Performs complex financial modeling and runs valuation analysis; Creates statistical exhibits and financial performance trend analysis for client presentations; Prepares industry compilations; Completes quality reports/analyses; Applies technical concepts and understands implication of work to client/transaction; Participates in defining the communication plan designed to positively influence or change behaviour; Provides feedback on, and supports continuous improvement opportunities; Integrates information from multiple sources to enable more efficient processes, enhanced analysis, and/or streamlined reporting; Delivers financial modeling to support strategic recommendations to clients; Considers risk, internal controls and compliance as part of day-to-day accountabilities

Seniority

Mid-level Analyst (3-5 years experience)