Our client is a leading global independent investment bank with a focus on M&A and restructuring is looking for a Reporting & Analysis Associate. The ideal candidate comes from the banking space within a rotational program.
Responsibilities
Pipeline management/revenue forecasting
Prepare top-line forecasts across all products, regions, and sectors of the firm
Prepare revenue reports and perform analysis of latest forecast and estimates
Coordinate with business managers to stay abreast on the latest deal updates and information
Coordinate with Accounting on latest revenue bookings, revenue recognition issues, and engagement letter interpretation
Define and report on operating metrics and utilize data analytics to create and manage dashboards with visibility into both Firm and banker performance
Develop customized reporting capabilities for the business management group
Evaluate current reporting needs and execute changes to improve efficiency and data integrity
Prepare year end banker review materials
Support business management colleagues as necessary on data management, administration & maintenance
Requirements
Bachelor’s degree in business preferred
3 years of relevant experience in the professional services industry preferred
Strong computer skills with experience in Salesforce a plus
Good understanding of investment banking profession and business or willingness to learn
Salary Range
$70,000 – $85,000
Seniority level
Entry level
Employment type
Full-time
Job function
Other
Industries
Staffing and Recruiting
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