Reporting & Analysis Associate

New York, New York • $70,000 - $85,000

About the Company:

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.


  • 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


  • 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




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