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Reporting Analyst

Salary undisclosed

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About The Company

Our client is a leading independent investment bank providing dynamic advisory services through all phases of the business cycle. The Reporting Analyst will be responsible for reporting and analyzing revenue forecasts, business trends, and banker performance to the firms management.

Responsibilities

  • Build new analytical reports, visualizations, and dashboards in various software’s
  • Evaluate current reporting needs, collaborate with business partners to determine most impactful changes to improve efficiency and data integrity
  • Analyze trends and historical data to draw insightful conclusions or call outs
  • Assist in preparation of firm-wide strategy decks, earnings, and investor relations pack and board presentations
  • Provide reporting and analysis for new business

Requirements

  • Bachelor’s degree required
  • 2-3 years of relevant experience at a financial services firm
  • Advanced Tableau and or PowerBI skills
  • Experience with producing executive level PowerPoint presentations

Salary Range

$80,000-$100,000

About The Company

Our client is a leading independent investment bank providing dynamic advisory services through all phases of the business cycle. The Reporting Analyst will be responsible for reporting and analyzing revenue forecasts, business trends, and banker performance to the firms management.

Responsibilities

  • Build new analytical reports, visualizations, and dashboards in various software’s
  • Evaluate current reporting needs, collaborate with business partners to determine most impactful changes to improve efficiency and data integrity
  • Analyze trends and historical data to draw insightful conclusions or call outs
  • Assist in preparation of firm-wide strategy decks, earnings, and investor relations pack and board presentations
  • Provide reporting and analysis for new business

Requirements

  • Bachelor’s degree required
  • 2-3 years of relevant experience at a financial services firm
  • Advanced Tableau and or PowerBI skills
  • Experience with producing executive level PowerPoint presentations

Salary Range

$80,000-$100,000