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)