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
  • Participate in quarterly and annual revenue updates to facilitate the forecasting processes
  • Prepare revenue reports and perform analysis of latest forecast and estimates
  • Collaborate with Investor Relations by analyzing Dealogic’s publicly disclosed deal pipeline
  • Attend weekly new business review calls
  • 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
  • Business Reporting & Analysis
  • Assist in preparation of Firm-wide strategy decks, earnings packs, and board presentations
  • 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 (business major preferred from nationally accredited university)
  • 3 years of relevant experience in the professional services industry preferred
  • Ability to work in high pressure environment and quickly adapt to changing business needs
  • Conscientious and hard working
  • Resourceful, problem solver, motivated self-starter, and positive attitude
  • Strong analytical skills
  • Strong attention to detail and accuracy
  • Strong presentation skills
  • Strong communication skills and comfortable communicating with a wide range of employees
  • Strong computer skills (Microsoft Suite – Excel, PPT, Word, etc.); Salesforce is a plus
  • Good understanding of investment banking profession and business or willingness to learn

Compensation & Benefits:

  • $70,000 – $85,000 Base Salary
  • Competitive Year-end Bonus
  • 401K with generous Match
  • Excellent internal mobility




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