Financial Analyst - Baltimore, MD Hybrid

About the Role

The Finance Division reports to the Chief Financial Officer and consists of some 3,000 employees worldwide. Finance protects the 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 Baltimore office is a critical component of the Firm's Global footprint and has 1,400 employees that provide support and services to the Investment Banking, Securities, Investment Management and Wealth Management Businesses. We offer a welcoming environment where diverse perspectives are valued and where every colleague plays a role in fostering a culture of inclusion and belonging.

Background on the 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 but is not limited to producing weekly Management revenue reporting packs, monthly & quarterly due diligence packs that are presented to investor relations and the CFO, regulatory reporting (including CCAR) and disclosures, Market share reporting (League Tables) and Net Revenue books to reported investigation. The team is seeking a highly motivated individual with strong analytical, technology (Excel and PowerPoint) and communications skills.

Primary Responsibilities

• Create Management reporting for the Investment Banking Division including weekly, Monthly & Quarterly revenue/expense reporting as well as budgeting and forecasting of revenues and direct expenses
• Prepare weekly external Investment Banking revenue results and forecast
• 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 of roll-out of new Investment Banking Reporting tool

Qualifications

• 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 and 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 against challenging stakeholders and/or deadlines to deliver positive results
• Outstanding attention to detail
• Strong sense of organization and time management skills
• Ability to multi-task and thrive in a high-paced environment
• Willingness to observe process and disrupt it in order to prioritize the team's efficiency

We are focused on bringing together different backgrounds, experience 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, please apply. We welcome all backgrounds and experiences, and no direct industry experience is required.