Financial Analyst

Location: Baltimore, MD | Duration: 12 Months – Hybrid

About the Team

The Finance Division reports to the Chief Financial Officer and consists of approximately 3,000 employees worldwide. Finance protects the firm’s franchise by serving as guardian of the firm’s books and records and by contributing to firmwide risk management and risk reduction. Finance plays a critical role as advisor to the firm’s various businesses and its senior management team.

The Investment Banking Division (IBD) Divisional Reporting team within Finance is responsible for the production and analysis of all Revenue, Expense, Risk, and Metrics reporting for the Investment Banking Business unit. This includes producing weekly management revenue reporting packs, monthly and quarterly due diligence packs presented to investor relations and the CFO, regulatory reporting (including CCAR) and disclosures, market share reporting (League Tables), and net revenue books for reported investigation.

The Baltimore office is a critical component of the firm’s global footprint, with 1,400 employees providing support and services to Investment Banking, Securities, Investment Management, and Wealth Management businesses. We offer a welcoming environment where diverse perspectives are valued, and every colleague plays a role in fostering a culture of inclusion and belonging.

Responsibilities

• Create management reporting for the Investment Banking Division, including weekly, monthly, and quarterly revenue/expense reporting, as well as budgeting and forecasting of revenues and direct expenses.
• Prepare weekly external Investment Banking revenue results and forecasts.
• Complete month-end books-to-reported reconciliation and related research for IBD.
• Collaborate and consolidate commentary across Global Controller teams for revenue reporting.
• Produce ad hoc reporting requests from Corporate Reporting, ISG Reporting, Business Unit, and Finance Management.
• Liaise with Technology on system enhancement projects.
• Participate in testing and roll-out of a new Investment Banking Reporting tool.

Requirements

• 2–5 years of experience at a financial services firm, with a preference for exposure to FP&A work and/or Lending products.
• Strong working capabilities within Excel.
• Knowledge of AI and transformational tools, with an understanding of foundational controllership accounting.
• An interest or familiarity with financial markets and products.
• Previous work experience in financial services, audit, or accounting.
• Experience working with challenging stakeholders and/or deadlines to deliver positive results.
• Outstanding attention to detail.
• Strong sense of organization and time management skills.
• Ability to multitask and thrive in a high-paced environment.
• Willingness to observe and disrupt processes to prioritize team efficiency.

We are focused on bringing together different backgrounds, experiences, and talents to deliver world-class service. If you are a driven self-starter, client-focused, and eager to contribute to a leading global financial services firm, we welcome all backgrounds and experiences—no direct industry experience is required.