Analyst – Financial Institutions Group

Jobtailor; New York (NY); On-site; USD 100,000 - 150,000; Full time

Job summary

Jobtailor is seeking a candidate for a role that analyzes client financials, builds models, and conducts industry research within a broad financial services scope in New York. You will assist in preparing client presentations and marketing materials while collaborating closely with senior bankers and clients.

The role requires one year of investment banking experience, strong analytical skills, and a proven ability to multi-task with high attention to detail.

Qualifications

• One year of investment banking experience, preferably in FIG covering Insurance, Banking, Asset Management and/or FinTech.
• Strong analytical skills.
• Training in building presentation materials and financial modelling.
• Proven academic excellence.
• Excellent attention to detail and high standards of accuracy.
• Ability to work as part of a close-knit team.
• Strong interpersonal skills.
• Ability to communicate with deal teams and external clients.
• Strong ability to multi-task.
• High level of responsiveness.
• Strong work ethic and commitment to maintaining a high-quality work product.
• Fluency in the use of AI tools and prompt engineering.

Responsibilities

• Analyze client financial and performance information.
• Run financial models and conduct analysis.
• Perform company and industry research.
• Assist in preparing client presentations and marketing materials.
• Interact with senior bankers and clients.
• Work in a generalist capacity across Insurance, Asset Management, Alternative Asset Management, Banks, Broker-Dealers, Specialty Finance, Financial Technology, and Exchanges.

Skills

Investment Banking Experience

Analytical Skills

Financial Modeling

Presentation Materials

Communication

Team Collaboration

Multi-tasking

Attention to Detail

Prompt Engineering

Tools

AI Tools

Prompt Engineering

Job description

• Analyze client financial and performance information
• Run financial models and conduct analysis
• Perform company and industry research
• Assist in preparing client presentations and marketing materials
• Interact with senior bankers and clients
• Work in a generalist capacity across Insurance, Asset Management, Alternative Asset Management, Banks, Broker-Dealers, Specialty Finance, Financial Technology, and Exchanges

Requirements

• One year of investment banking experience, preferably in FIG covering Insurance, Banking, Asset Management and/or FinTech
• Strong analytical skills
• Training in building presentation materials and financial modelling
• Proven academic excellence
• Excellent attention to detail and high standards of accuracy
• Ability to work as part of a close-knit team
• Strong interpersonal skills
• Ability to communicate with deal teams and external clients
• Strong ability to multi-task
• High level of responsiveness
• Strong work ethic and commitment to maintaining a high-quality work product
• Fluency in the use of AI tools and prompt engineering

Core Competencies

Demonstrates strong analytical skills and financial modeling expertise, with a proven ability to prepare high-quality client presentations and conduct thorough industry research. Proficient in collaborating with senior bankers and clients across various financial sectors, including Insurance and FinTech.

Highest-signal resume keywords

• Investment Banking Experience
• Financial Modeling
• Analytical Skills
• Presentation Material Development
• Fluency in AI Tools

ATS Optimization Keywords

Hard Skills

• Financial Analysis
• Financial Modeling
• Company Research
• Industry ResearchPresentation Development

Soft Skills

• Attention to Detail
• Interpersonal Skills
• Team Collaboration
• Multi-tasking
• Strong Work Ethic

Industry Keywords

• Insurance
• Asset Management
• Alternative Asset Management
• Banks
• Broker-Dealers
• Specialty Finance
• Financial Technology
• Exchanges

Tools & Technologies

• AI Tools
• Prompt Engineering