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Form of work We are passionate about our business and our culture, and are seeking individuals with that same drive.
The Reporting & Analysis team within Business Management is seeking an Analyst to join in the New York office. The group's function supports the COO & broader Business Management team with various analyses to help make key decisions. Analyses include revenue forecasting, pipeline, business trends, banker performance & various ad-hoc analyses.
The broader group, Business Management, helps direct the Firm's strategy & development, franchise management, banker resource management, Reporting & Analysis, and resource management.
Responsibilities
* Prepare top line forecasts across all products, regions & sectors of the Firm
* Participate in monthly revenue updates to produce quarterly and annual revenue forecasts
* Prepare thoughtful presentations around various topics to present to the Executive Committee
* Coordinate & develop relationships with business managers to stay abreast on the latest deal updates & firm information
* Coordinate with Accounting on the latest revenue bookings, revenue recognition, engagement letter interpretation, amortization & accruals
* Assist in preparation of firm-wide strategy decks, earnings packs & board presentations
* Analyze business data & develop insightful analyses on business trends for Management Committee, Investor Relations & Marketing team
* Conduct various banker performance analyses
* Prepare banker performance review materials for Executive Committee & Business Management
* Evaluate current reporting needs & execute changes to improve efficiency & data integrity
* Manage, develop & enhance new visualization, reports & analyses in Tableau / PowerBI
* Support the firm as necessary on various ad hoc analyses, reports & strategic initiatives
Skills & Qualifications
* Bachelor's degree, preferably in a business-related or quantitative major
* 1-2 years of relevant experience in the financial services industry, investment banking or private equity preferred
* Strong interest in investment banking industry, particularly on industry trends/themes
* Ability to work in a high pace, high pressure environment and can quickly adapt to changing business needs
* Hard-working, conscientious & capable of managing situations with discretion
* Strong communication skills & comfortable communicating with a wide range of employees
* Resourceful, problem solver, self-starter & positive attitude
* Strong attention to detail & accuracy
* Strong analytical skills and computer skills including, but not limited to:
* Advanced Excel skills; ability to synthesize & prepare summarized reports efficiently
* Experience with producing executive level PowerPoint presentations
* Experience with building new visualizations & reports in Tableau / PowerBI
* CRM software
Expected Salary Range: USD $80,000 - $90,000
We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy), national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information, disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law.
