The primary responsibilities for this role include the collection and analysis of highly confidential management information for the Mergers and Acquisitions (“M&A”) business. The individual will work closely with investment banking teams as well as the broader GBM finance & strategy team. The individual would also assist in ad-hoc analysis and reporting.

Principal Responsibilities:

• Daily review and maintenance of confidential information
• Responsible for p&l and pipeline review driving weekly reporting
• Liaison between M&A Finance and investment bankers and other divisions
• Assist in weekly and ad-hoc reporting
• Assist in budgeting and planning for Business Unit Reviews
• Ad-hoc requests

Skills / Experience

• Good judgment, analytical capability, committed and flexible
• Detailed oriented; ability to multi-task
• Organized, clear and confident in written and oral communication
• Ability to meet tight deadlines and prioritize workload
• Proficient in MS Office (i.e. Excel, Word, PowerPoint); Tableau knowledge a plus
• Proactive, enthusiastic and team oriented
• Ability to adapt to new technology

Basic Qualifications

• Bachelor’s degree (Finance or Accounting a plus)