Role Overview
You have the exciting opportunity to join the dynamic and growing Global Banking Intelligence & Growth Strategy team as an Associate/Senior Associate. In this role, you will be a key player in advancing revenue growth across the Commercial & Investment Bank. The team operates in a fast-paced, insight-driven environment, leveraging internal data, external market intelligence, and advanced analytical techniques to identify high-impact opportunities across various sectors.
Key Responsibilities
- Identify actionable global banking opportunities such as sell-side M&A, take-private situations, and IPO candidates by integrating internal client indicators with external deal activity, valuation signals, and sector dynamics.
- Develop market and product insights by analyzing proprietary payment flows, public filings, and external data sources to uncover FX hedging, capital markets, and broader corporate finance opportunities.
- Create market sizing, total addressable market (TAM), wallet, and share-of-wallet models to guide banker focus and inform strategic prioritization.
- Monitor market, sector, and capital markets developments to generate timely insights that influence client engagement and product strategy.
- Design and enhance banker coverage models, prioritization frameworks, and territory strategies to optimize resource deployment and improve revenue productivity.
- Design and build analytical workflows, dashboards, and opportunity assessments that support banker decision-making at scale.
- Drive complex analytical and strategic problem-solving efforts and translate outputs into concise, actionable recommendations for executive audiences.
- Partner with leaders across Investment Banking, Corporate Banking, Payments, and Markets to ensure insights directly inform strategic agendas and client engagement.
- Lead initiatives from ideation through execution ensuring analytical rigor, clarity of outcomes, and alignment with business objectives.
Qualifications Required
- 5+ years of experience with a leading management consulting firm, top-tier bank, or private equity firm with a focus on data-driven strategy and advanced analytics development.
- Demonstrated expertise in revenue-driven analytics, market sizing, TAM and wallet modeling, and capital markets data analysis.
- Strong analytical and problem-solving skills, including hands-on experience with large datasets, financial statements, public filings, and AI/LLM tools for insight generation.
- Demonstrated experience in building data models (SQL, Python, Alteryx) and visualizations (Tableau, Qlik).
- Exceptional ability to translate complex analyses into clear, executive-level insights and actionable recommendations.
- Proven track record of partnering with and influencing senior stakeholders across banking and product organizations.
- Experience in financial services with exposure to capital markets, corporate banking, or payments.
- Proficient understanding and application of fundamental AI and ML techniques (e.g., NLP, time series, supervised learning, LLM).
- Bachelor's degree in computer science, Statistics, Engineering or related fields.
- Advanced degree (MBA or analytics-focused master's) from a top-tier program.
(Note: Preferred qualifications, capabilities, and skills were not included as they were duplicated in the required qualifications section)
Role Overview
You have the exciting opportunity to join the dynamic and growing Global Banking Intelligence & Growth Strategy team as an Associate/Senior Associate. In this role, you will be a key player in advancing revenue growth across the Commercial & Investment Bank. The team operates in a fast-paced, insight-driven environment, leveraging internal data, external market intelligence, and advanced analytical techniques to identify high-impact opportunities across various sectors.
Key Responsibilities
- Identify actionable global banking opportunities such as sell-side M&A, take-private situations, and IPO candidates by integrating internal client indicators with external deal activity, valuation signals, and sector dynamics.
- Develop market and product insights by analyzing proprietary payment flows, public filings, and external data sources to uncover FX hedging, capital markets, and broader corporate finance opportunities.
- Create market sizing, total addressable market (TAM), wallet, and share-of-wallet models to guide banker focus and inform strategic prioritization.
- Monitor market, sector, and capital markets developments to generate timely insights that influence client engagement and product strategy.
- Design and enhance banker coverage models, prioritization frameworks, and territory strategies to optimize resource deployment and improve revenue productivity.
- Design and build analytical workflows, dashboards, and opportunity assessments that support banker decision-making at scale.
- Drive complex analytical and strategic problem-solving efforts and translate outputs
