The Middle Market Banking & Specialized Industries (MMBSI) Finance Team, in partnership with business managers, strategy, and other finance teams, leads the business and financial analytics. In addition, the team provides analyses that lead to public disclosure associated with the business’ strategy, financial performance, and industry trends for the Firm’s presentations at Investor Day and industry conferences.

As a Associate, in the Middle Market Specialized Industries Finance team, you will be responsible for running business and financial analytics and reporting for senior members of the Middle Market Specialized Industries sub line of business. You are expected to create, maintain and review financial models and analyses (both recurring and ad-hoc) and conduct "deep dive" analyses on key issues impacting clients to determine root cause and propose solutions

Job responsibilities

• Assisting with the dialogue with senior business leadership as well as stakeholders across the Commercial Bank to provide information on the business trends, financial performance, market strategy, competitive landscape and industry trends
• Helping prepare presentation materials and financial analytics for senior management business trends, financial performance, market strategy, competitive landscape and industry trends
• Maintaining and review financial models and analyses (both recurring and ad-hoc)
• Conducting "deep dive" analyses on key issues impacting clients/business to determine root cause and propose solutions
• Development, consolidation and presentation of insightful and robust qualitative and quantitative financial analysis for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed
• Partnering with Business Management and Analytics and Reporting teams to develop insightful reporting, focusing on drivers, and the “so what, now what?” dialogue
• Obtain exposure to senior management and the opportunity to drive value-add change by helping to simplify processes, accelerate automation, and enhance analytics and business support

Required qualifications, capabilities and skills

• BA/BS in Finance, Economics, Accounting and corporate finance with a minimum of 3 years of experience
• Experience in corporate financial analytics / understanding of key drivers
• Exceptional analytical, problem solving and project management skills with a proven track record of execution against deliverables; strategic thinker
• Excellent oral & written communication and relationship management skills
• Strong technical and analytical skills, including Excel, PowerPoint, Prior Essbase experience