Global Banking & Markets Classic Finance & Strategy Analyst Dallas

Description

About the Team

The Finance & Strategy team operates at the analytical core of Global Banking & Markets serving as a trusted partner to divisional leadership in shaping performance advancing strategic priorities and elevating the analytical rigor and precision with which the Division measures and manages its performance. Our mandate spans revenue and expense analytics forecasting and business planning compensation analytics competitive intelligence and the automation of reporting workflows positioning the team as a key driver of data-informed decision-making at the most senior levels of the firm.

We bring together individuals with backgrounds across consulting financial modeling accounting risk management and technology & engineering. What unites us is a bias for ownership: individuals at every level are trusted to contribute to strategic initiatives participate in key workstreams and deliver analyses that inform decisions across the Division.

Our edge is increasingly defined by how effectively we pair financial judgment with modern data tooling and AI-assisted workflows. We are looking for someone who is as comfortable examining a P&L as they are building an automated pipeline or leveraging an LLM to accelerate analysis.

What Youll Do

• Financial Analytics Build and maintain performance analytics and periodic reporting on divisional revenue expenses and shareholder returns. Design executive-grade dashboards that serve as the single source of truth for decision-making.
• Financial Process Modernization Proactively identify operational inefficiencies and partner with cross-functional teams to automate and streamline them increasingly leveraging AI tooling and solutions to eliminate manual effort.
• Business Planning & Forecasting Develop and track new initiatives and collaborate with cross-functional partners to support the execution of multi-year and intra-year revenue and expense budgeting and forecasting.
• Competitive Intelligence The Finance & Strategy team owns investment banking and trading competitive analytics for the GBM division. Deliver sophisticated benchmarking and market-share analysis of peer performance across FICC Equities and Banking to inform strategic positioning.
• Expense Management Act as a steward of the Divisions cost base partnering on efficiency projects and delivering transparent accurate reporting.
• Key Performance Indicator Tracking & Analysis Track analyze and manage progress toward firmwide goals with a focus on FICC & Equities in close partnership with cross-divisional stakeholders.

What Were Looking For

Foundations

• Bachelors degree in finance accounting economics mathematics statistics computer science or engineering
• 03 years of relevant experience in finance strategy consulting or analytics (preferred)
• Genuine interest in financial markets and financial analytics with the intellectual curiosity to go deeper

Core Analytical & Technical Toolkit

• Strong foundationalExcel skills and polishedPowerPoint for executive storytelling
• BI & dashboarding familiarity Tableau Power BI or QlikView (preferred) with an eye for design and clarity
• Data preparation & automation comfort with SQL for querying large complex datasets is preferred but not required
• Working proficiency inPython (pandas data wrangling automation) is a strong plus
• Familiarity with a modern development environment such asVS Code and version control (Git) is highly valued

AI Fluency

• Hands-on experience applyinggenerative AI and LLM-based tools(e.g. Copilot-style assistants enterprise chat tools) to accelerate analysis automate reporting and enhance productivity
• Strongprompt engineeringinstincts and sound judgment on where AI adds value and where human review remains essential
• Enthusiasm for piloting emerging tools to improve personal and team productivity

Mindset & Communication

• Exceptional analytical rigor and a natural aptitude for working with large ambiguous datasets
• Strong written and verbal communication with the presence to interact credibly with senior management and global stakeholders
• Ability to articulate financial results clearly and translate complex analysis into confident data-driven recommendations
• A problem-solver who thrives in fast-paced evolving environments with uncompromising accuracy and attention to detail

Required Experience:

IC