Global Banking Intelligence & Growth Strategy, Associate

This role offers an opportunity to partner directly with senior business leaders, influence strategic priorities, and shape data-driven growth strategies at scale. If you’re passionate about solving complex problems, translating analytics into actionable insights, and making a measurable impact in a dynamic environment, this is an exciting opportunity to accelerate your career.
As an 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.
Job Responsibilities
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
Required Qualifications, Capabilities, and Skills
3+ 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
Preferred Qualifications, Capabilities, and Skills
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