Financial Analyst â Investment Banking Support
Financial Analyst â Investment Banking Support
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Job Description
We are seeking a detail-oriented and analytically driven Financial Analyst to support a bulge bracket global investment banking client. Based in Phoenix this role is focused on internal financial support data analysis and process improvement. Youll help interpret financial results build models benchmark industry performance and prepare recurring and ad-hoc deliverables that empower investment bankers and global teams. This is an excellent opportunity to work within a high-performance environment that values accuracy speed and strategic insight.
Key Responsibilities
- Analyze income statements balance sheets consolidated financials and internal performance reports to support strategic decision-making
- Interpret financial results to identify trends compare performance against industry peers and competitors and extract insights that inform strategic positioning and benchmarking analyses
- Prepare recurring and ad-hoc deliverables including Company Profiles Benchmarking Analyses Precedent Transactions Earnings Summaries and Sector Snapshots
- Develop maintain and audit financial models and reporting templates used for planning forecasting and performance tracking
- Design complex yet elegant Excel spreadsheets that streamline recurring reporting and enable flexible ad-hoc analysis
- Leverage internal databases and third-party tools to extract validate and interpret data with a high degree of accuracy and consistency
- Collaborate with internal stakeholdersincluding other global offices the Research team and bankersto refine methodologies and improve data workflows
- Identify opportunities for automation and process improvement across recurring reporting tasks and analytical frameworks
- Assist in the creation of management reports and internal briefing materials used to support banker workflows and client engagement
- Participate in ad-hoc financial analysis and internal projects as assigned
Qualifications :
Education
- Bachelors degree in Finance Accounting Economics or a related quantitative discipline (strongly preferred)
Experience
- 3 years of relevant experience in financial analysis corporate finance or investment banking support
- Experience supporting or working with bulge bracket investment banks or capital markets teams strongly preferred
Skills
- Strong analytical and problem-solving abilities with a high attention to detail
- Advanced Excel skills; able to design audit and optimize spreadsheets and templates (strongly preferred)
- Strong PowerPoint skills; able to create clear visually polished slides with a sharp eye for formatting consistency and detail (strongly preferred)
- Familiarity with financial research tools and platforms (e.g. Capital IQ FactSet Eikon Bloomberg) strongly preferred
- Effective communication skills with the ability to distill complex data into clear insights
- Comfortable managing multiple priorities in a fast-paced environment
Additional Information :
RRDs current salary range for this role is $68300 to $105200 / year. The salary range may be adjusted based on the applicable geographic location of the hired employee and the range may change in the future. At RRD it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions may vary based upon but not limited to education skills experience proficiency performance shift and location. Depending on the role in addition to base salary the total compensation package may also include participation in a bonus commission or incentive program. RRDs benefit offerings include medical dental and vision coverage paid time off disability insurance 401(k) with company match life insurance and other voluntary supplemental insurance coverages plus parental leave adoption assistance tuition assistance and employer/partner discounts.
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RRD is an Equal Opportunity Employer including disability/veterans
Remote Work :
No
Employment Type :
Full-time
Employment Type
Full-time
