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Generalist analyst title, mid-level (2-5 years), metro locations, and broad common skillset drive high competition.
Requires finance-specific skills, financial statements, models, and platforms (Bloomberg/CapIQ), so background fit sensitivity is high.
Explicit 2-5 years requirement and preferred finance-tool experience enforce moderate filtering.
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Collect, analyze, and validate financial and business data from multiple sources to ensure high-quality deliverables for internal business units.
Maintain at least 75% project and task utilization rate while ensuring timely communication of errors and feedback.
Collaborate cross-functionally, manage projects and client interactions, and maintain project tracking to improve efficiency and stakeholder satisfaction.
Bachelor's degree or Master's degree in Finance, Accounting, Management, or related fields (e.g., BAF, BFM, B.Com, MBA).
2-5 years of related experience as a research analyst.
Proficiency in Microsoft Office with strong skills in Excel and PowerPoint.
Strong understanding of financial statements, accounting concepts, and exposure to financial modeling; familiarity with platforms like Bloomberg, Refinitiv, Pitchbook, Mergermarket, Capital IQ.
Experience handling end-to-end financial data operations including data sourcing, validation, and reporting in a financial services environment.
Comfortable working with online financial databases and performing comprehensive financial statement analysis.
Able to engage and communicate effectively with multiple stakeholders including management and clients, demonstrating responsibility and attention to accuracy.