Investment Banking Finance Analyst – AI-Enhanced Benchmarking

RR Donnelley; Arizona; Hybrid; USD 64,000 - 98,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision coverage

401(k) match

Parental leave

Tuition assistance

Job summary

RRD is seeking a seasoned finance professional to support investment banking workflows, including Company Profiles, benchmarking analyses, and earnings summaries. You will analyze income statements, balance sheets, and internal reports, delivering banker-ready content with accuracy and clarity.

You'll gain exposure to global markets, leverage AI-enabled tools, and take increasing ownership from intake to delivery while maintaining rigorous financial standards.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics or related quantitative discipline (required).
• MBA or CFA (completed or in progress) is a plus.
• 3+ years of relevant experience in financial analysis, corporate finance, or investment banking support.
• Experience supporting bulge bracket investment banks or capital markets teams preferred.
• Advanced analytical and problem-solving skills with exceptional attention to detail; able to design, audit, and optimize sophisticated Excel spreadsheets and templates.
• Familiarity with financial research tools (Capital IQ, FactSet, Bloomberg).
• Experience with Python, SQL, R, or VBA is preferred.

Responsibilities

• Analyze income statements, balance sheets, consolidated financials, and internal performance reports to support strategic decision-making.
• Interpret financial results to identify trends, compare performance against peers, and extract insights for benchmarking analyses.
• Prepare Company Profiles, Benchmarking Analyses, Precedent Transactions, Earnings Summaries, Sector Snapshots, and Internal Performance Reviews.
• Develop, maintain, and audit analytical models, spreadsheets, and reporting templates for benchmarking, company analysis, and performance evaluation.
• Design complex Excel spreadsheets to streamline recurring reporting and enable ad hoc analysis.
• Manage analytical requests from intake to final delivery, including confirming requirements and sourcing data.
• Maintain documentation for data, calculations, and conclusions for review.
• Review own work rigorously before submission, resolve discrepancies and formatting issues.
• Leverage internal databases and third-party tools to extract and validate data.
• Collaborate with global offices, the Research team, and bankers to refine methodologies and improve workflows.
• Identify opportunities to use automation and AI-enabled tools to improve reporting efficiency.
• Assist in creating management reports and internal briefing materials for banker workflows.
• Participate in ad-hoc financial analysis and internal projects.

Skills

Advanced analytics

Excel expertise

AI-enabled tools

Capital IQ

FactSet

Bloomberg

Python/SQL

PowerPoint

Communication

Time management

Education

Bachelor’s degree in Finance

MBA/CFA (in progress)

Tools

Python

SQL

R

VBA

Job description

RRD is seeking a seasoned finance professional to support investment banking workflows, including Company Profiles, benchmarking analyses, and earnings summaries. You will analyze income statements, balance sheets, and internal reports, delivering banker-ready content with accuracy and clarity.

You'll gain exposure to global markets, leverage AI-enabled tools, and take increasing ownership from intake to delivery while maintaining rigorous financial standards.