As a Senior Associate on the Global Banking Intelligence & Growth Strategy team, you will play a critical role in advancing revenue growth across the Commercial & Investment Bank. This team operates in a fast-paced, insight-driven environment, combining internal data, external market intelligence, and advanced analytical techniques—including AI and large language models—to identify high-impact opportunities across M&A, capital markets, FX, payments, and corporate banking. You will partner directly with senior business leaders to shape strategic priorities and enable more targeted, data-driven revenue growth strategies.
Job 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
Required Qualifications, Capabilities, and Skills
- 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.
Preferred Qualifications, Capabilities, and Skills
- 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.