Management And Strategy Analyst (Fintech)

TL;DR

Management and Strategy Analyst (Fintech): Supporting the Global Banking & Markets division by executing strategic workstreams, managing business performance metrics, and preparing leadership materials with an accent on data analysis and cross-functional coordination. Focus on maintaining operational efficiency, tracking headcount and resourcing, and contributing to division-wide engagement and training initiatives.

Location: Must be based in New York, NY, United States

Salary: $85,000–$110,000

Company

A leading global investment banking, securities, and investment management firm committed to helping clients and communities grow.

What you will do

• Execute recurring and ad hoc tasks including data analysis, meeting preparation, and tracker updates.
• Maintain and update division-wide reporting on resourcing, headcount, and performance metrics.
• Prepare presentation materials, speaking points, and strategic documentation for leadership updates.
• Coordinate learning, engagement, and recruiting initiatives through content creation and program logistics.
• Provide flexible execution support across priority business initiatives.

Requirements

• 0 to 1 year of work experience, preferably in financial services.
• Strong analytical, data, and problem-solving skills.
• Proficiency in Excel, PowerPoint, and AI tools.
• Excellent interpersonal and communication skills.
• Ownership mindset with the ability to handle sensitive information with integrity.
• Highly organized with strong attention to detail.

Culture & Benefits

• Competitive benefits and wellness offerings for full-time employees.
• Access to firmwide networks and professional development opportunities.
• Commitment to diversity, inclusion, and employee growth.
• Support for mindfulness programs and personal finance offerings.