As a Sr. Associate on the Global Banking Intelligence & Growth Strategy team, you will play a critical role in advancing revenue growth across the Commercial & Investment Bank. This team operates in a fast-paced, insight-driven environment, combining internal data, external market intelligence, and advanced analytical techniques—including AI and large language models—to identify high-impact opportunities across M&A, capital markets, FX, payments, and corporate banking. You will partner directly with senior business leaders to shape strategic priorities and enable more targeted, data-driven revenue growth strategies.

 

Job Responsibilities

Identify actionable global banking opportunities such as sell-side M&A, take-private situations, and IPO candidates by integrating internal client indicators with external deal activity, valuation signals, and sector dynamicsDevelop market and product insights by analyzing proprietary payment flows, public filings, and external data sources to uncover FX hedging, capital markets, and broader corporate finance opportunitiesCreate market sizing, total addressable market (TAM), wallet, and share-of-wallet models to guide banker focus and inform strategic prioritizationMonitor market, sector, and capital markets developments to generate timely insights that influence client engagement and product strategyDesign and enhance banker coverage models, prioritization frameworks, and territory strategies to optimize resource deployment and improve revenue productivityDesign and build analytical workflows, dashboards, and opportunity assessments that support banker decision-making at scaleDrive complex analytical and strategic problem-solving efforts and translate outputs into concise, actionable recommendations for executive audiencesPartner with leaders across Investment Banking, Corporate Banking, Payments, and Markets to ensure insights directly inform strategic agendas and client engagementLead initiatives from ideation through execution ensuring analytical rigor, clarity of outcomes, and alignment with business objectives

 

Required Qualifications, Capabilities, and Skills

6+ years of experience with a leading management consulting firm, top-tier bank, or private equity firm with a focus on data-driven strategy and advanced analytics developmentDemonstrated expertise in revenue-driven analytics, market sizing, TAM and wallet modeling, and capital markets data analysisStrong analytical and problem-solving skills, including hands-on experience with large datasets, financial statements, public filings, and AI/LLM tools for insight generation

Demonstrated experience in building data models (SQL, Python, Alteryx) and visualizations (Tableau, Qlik)

Exceptional ability to translate complex analyses into clear, executive-level insights and actionable recommendationsProven track record of partnering with and influencing senior stakeholders across banking and product organizationsExperience in financial services with exposure to capital markets, corporate banking, or payments.Proficient understanding and application of fundamental AI and ML techniques (e.g., NLP, time series, supervised learning, LLM)Bachelor’s degree in computer science, Statistics, Engineering or related fieldsAdvanced degree (MBA or analytics-focused master’s) from a top-tier program.

 

Preferred Qualifications, Capabilities, and Skills

Experience in financial services with exposure to capital markets, corporate banking, or payments.Proficient understanding and application of fundamental AI and ML techniques (e.g., NLP, time series, supervised learning, LLM)Bachelor’s degree in computer science, Statistics, Engineering or related fieldsAdvanced degree (MBA or analytics-focused master’s) from a top-tier program.