Global Banking Intelligence & Growth Strategy, Senior Associate

As a Senior 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.

• 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 dynamics.

• Develop 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 opportunities.

• Create market sizing, total addressable market (TAM), wallet, and share‑of‑wallet models to guide banker focus and inform strategic prioritization.

• Monitor market, sector, and capital markets developments to generate timely insights that influence client engagement and product strategy.

• Design and enhance banker coverage models, prioritization frameworks, and territory strategies to optimize resource deployment and improve revenue productivity.

• Design and build analytical workflows, dashboards, and opportunity assessments that support banker decision‑making at scale.

• Drive complex analytical and strategic problem‑solving efforts and translate outputs into concise, actionable recommendations for executive audiences.

• Partner with leaders across Investment Banking, Corporate Banking, Payments, and Markets to ensure insights directly inform strategic agendas and client engagement.

• Lead initiatives from ideation through execution ensuring analytical rigor, clarity of outcomes, and alignment with business objectives.

• 5+ 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 development.

• Demonstrated expertise in revenue‑driven analytics, market sizing, TAM and wallet modeling, and capital markets data analysis.

• Strong 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 recommendations.

• Proven track record of partnering with and influencing senior stakeholders across banking and product organizations.

• 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 fields.

• Advanced degree (MBA or analytics‑focused master’s) from a top‑tier program.

• 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 fields.

• Advanced degree (MBA or analytics‑focused master’s) from a top‑tier program.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of…