data analyst

financial analyst

2026 equity research summer analyst new york, ny Jobs in New York

administrative assistant - investment banking and capital markets Jobs in New York

administrative assistant, equity research Jobs in New York

investment banking analyst

JPMorganChase

<div>JOB DESCRIPTION 
Job Description
We are seeking an Investment Banking Analyst to join our Equity Capital Markets team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading capital markets franchise.
Job Summary
As an Analyst in our Equity Capital Markets (&ldquo;ECM&rdquo;) team, you will be a key player in driving our platform&rsquo;s growth and execution. You will participate in the &quot;full cycle&quot; of transaction execution including preparing marketing materials, reviewing and formulating financial analyses, presenting both internally and externally to clients, and driving day-to-day transaction execution. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your related experience to contribute to the firm's capital raising capabilities while helping build J.P. Morgan's franchise and reputation in the marketplace. Joining here means you&rsquo;ll become part of our inclusive teams and culture, unified by the firm&rsquo;s mission and commitment to success. You will join the global Analyst class within ECM, working with a broader team of over 100 Analysts and Associates in the region on real-time transactions that may include frequent travel.
Job Responsibilities<ul>
<li>Execute public capital raising transactions for issuer clients, including IPOs and follow-on offerings.
</li><li>Assist senior bankers in preparation for client engagement, such as pitches and RFPs.
</li><li>Liaise with other internal teams including industry coverage, sales and trading, syndicate, equity research and legal.
</li><li>Prepare thought pieces related to the equity capital markets and technology sector.
</li><li>Drive analysis for issuer clients, including precedent transactions and shareholder targeting.
</li><li>Draft presentation materials and internal committee memorandums in advance of launching transactions.
</li></ul>Required qualifications, capabilities, and skills<ul>
<li>Bachelor's degree in Accounting, Economics, Finance or related field.</li>
<li>Strong accounting, finance, quantitative and business writing skills.</li>
<li>Knowledge of capital markets and the ECM execution function.</li>
<li>Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.</li>
<li>Ability to work well in a fast paced, team environment.
</li><li>Self-directed, highly motivated, and able to work independently and accurately across multiple ongoing executions and projects.</li></ul>
ABOUT US 
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><div>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 benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
<div>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM 
 
J.P. Morgan&rsquo;s Commercial &amp; Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.</div>

Investment Banking - Equity Capital Markets - Analyst

Bank of America

<div>Job Description:
The Telecommunications Services, Communications Infrastructure and Communications Software team currently covers 23-listed companies across subsectors and adjacencies including large cap telecommunications, AI and wireless infrastructure and emerging communications software companies. In addition to coverage of publicly traded companies, the team regularly vets a number of private companies for potential IPOs.
The candidate for the position should be intellectually curious and have a deep desire to learn. The candidate should also have some experience with financial modeling and quantitative analysis, as well as strong verbal communication and writing skills. The ideal candidate possesses experience in telecommunications/technology research. Further, the candidate should possess experience with company modeling and have a passion for following the stock market.
The candidate will work alongside their Senior Analyst and Junior Analyst peers in all aspects, from idea generation to company meetings, including but not limited to the following:<ul><li>
Perform complex financial modeling &amp; valuation work</li><li>
Write regular industry and company reports and company launch initiations from scratch</li><li>
Develop databases integral to our research product</li><li>
Demonstrate strong industry knowledge and business judgment</li><li>
Work with Senior Analyst to develop key industry themes</li><li>
Build relationships and facilitate information flow with contacts at covered companies</li><li>
Participate and contribute to client meetings and events</li><li>
Attend meetings and interact with key opinion leaders</li><li>
Closely follow and understand market, industry and company specific activity, and relay to analyst when traveling</li><li>
Seek out new, value-added, and/or unusual sources of information</li><li>
Leverage our robust network of industry contacts</li><li>
Interact regularly with clients</li></ul>
Responsibilities:<ul><li>
Conducts analysis of financial data, news, and other information to identify opportunities and risks related to companies, industries, or financial instruments</li><li>
Attends to day-to-day sales, trading, and hedging transaction needs, responding to client inquiries, logs, and records data</li><li>
Leads and/or supports the preparation of associated financial models and written reports, which can be complex and quantitative in nature</li></ul>
Qualifications:<ul><li>
Bachelor&rsquo;s Degree or equivalent years of experience (business, economics or accounting degree preferred)</li><li>
2+ years of experience in investment banking and/or research (equity or credit, sell-side or buy-side)</li><li>
Strong writing and spreadsheet skills. Must be an expert at MS Word and MS Excel</li><li>
Along with Finance and Accounting financial modeling skills, should have strong understanding of economics, macroeconomic factors, regulatory and emerging technology trends.</li><li>
Must have strong attention to detail, ability to multi-task, and a strong work ethic</li></ul>
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Analyst/Associate: Equity Research â€“ Telecommunication, Comm Infrastructure and Comm Software

Scotiabank

<div>
 
 Requisition ID:
 
 259218
 
 
 
 Salary Range:
 
 120,000.00 - 130,000.00
 
 
 
 Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate&rsquo;s relevant knowledge, skills, and experience.
 
 
 
 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
 
 
 
 Title: Senior Analyst, Investment Banking, Mergers &amp; Acquisitions, - New York, NY
 
 
 
 
 Scotiabank Global Banking and Markets
 
 
 
 Scotiabank Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank&rsquo;s strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world.
 
 
 GBM provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers &amp; acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious &amp; metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group.
 
 
 Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future!
 
 
 
 Overview
 
 
 
 The role is for our dedicated M&amp;A team and based in our New York office. Analysts in Investment Banking enjoy a stimulating and challenging work environment in which they execute a broad range of transactions. A high degree of responsibility is afforded to those demonstrating initiative and the desire to take on such responsibility. A significant amount of effort, diligence and initiative is required to properly execute assignments. The complexity of clients&rsquo; financial requirements coupled with the intense competitiveness of the investment banking industry necessitates a full commitment to the task at hand. Standards are very high as most work is presented to senior executives at client firms and supervision is provided only to the extent that it is required. With a limited hierarchy of professionals and a small project team approach, Analysts have ample opportunity for career growth and development. On any given project, Analysts will interact with other departments of the firm such as Corporate Banking, Equity Capital Markets, Global Fixed Income and Global Equity Derivatives gaining knowledge and understanding of both investment banking and the capital markets.
 
 
 
 What You&rsquo;ll Do
 
 
 
 <ul>
 <li>
 Perform comprehensive financial analysis and create and maintain detailed financial models as well perform valuation work and other relevant analyses;
 </li>
 <li>
 Collect, consolidate and interpret company and industry data;
 </li>
 <li>
 Financial and written analysis of companies and industries;
 </li>
 <li>
 Support transaction execution including coordinating due diligence process and liaising with relevant counterparts at the client/other advisors; and
 </li>
 <li>
 Prepare client presentations, including compiling data and assembling presentation materials, drafting confidential offering memoranda, management and board presentations and other materials for senior bankers as required;
 
 
 </li>
 </ul>
 
 What You&rsquo;ll Bring
 
 
 
 <ul>
 <li>
 2+ years of work experience in Investment Banking, M&amp;A, Financial Services or Consulting;
 </li>
 <li>
 Bachelor&rsquo;s degree; a major in Business, Math, Engineering, Science or something numerate would be beneficial;
 </li>
 <li>
 Proven record of outstanding achievement in academic and extracurricular activities;
 </li>
 <li>
 Strong quantitative skills focused on financial analysis, accounting and financial theory;
 </li>
 <li>
 Strong written and verbal communication skills;
 </li>
 <li>
 Excellent command of Microsoft Suite, with an emphasis on Excel;
 </li>
 <li>
 A high level of attention to detail;
 </li>
 <li>
 The ability to manage multiple projects simultaneously while maintaining a high standard of work, excel under pressure amid demanding deadlines and perform effectively in a team environment;
 </li>
 <li>
 High professional standards including a strong sense of personal integrity and teamwork;
 </li>
 <li>
 Demonstrated ability to quickly adapt to new situations; and
 </li>
 <li>
 A high level of energy and a keen desire to learn new concepts.
 
 
 </li>
 </ul>
 
 Interested?
 
 
 
 At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That&rsquo;s why we work to grow and diversify talent and engage employees in a performance-oriented culture.
 
 
 
 What's in it for you?
 
 
 
 Scotiabank wants you to be able to bring your best self to work &ndash; and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.
 
 
 Location(s): United States : New York : New York City
 
 
 Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
 
 
 At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
 
 
 Scotiabank is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law.
</div>

Senior Analyst, Investment Banking, Mergers & Acquisitions

KeyBank

<div>Location:
1301 Avenue of the Americas, New York New York<div><div>
2026 KBCM Equity Research &ndash;New York</div><div> 
KeyBanc Capital Markets</div><div>
KeyBanc Capital Markets (KBCM) is a leading corporate and investment bank providing capital markets and advisory solutions to dynamic companies capitalizing on opportunities in changing industries. Our deep industry expertise, broad capabilities and unique ideas are seamlessly delivered to companies across the Consumer &amp; Retail, Diversified Industries, Healthcare, Industrial, Oil &amp; Gas, Real Estate, Utilities, Power &amp; Renewables, and Technology verticals. With over 800 professionals across a national platform, KeyBanc Capital Markets has more than $30 billion of capital committed to clients and an award-winning Equity Research team that provides coverage on over 700 publicly traded companies.</div><div> 
The summer analyst program provides an excellent opportunity for senior-level banker and client exposure and higher, immediate &ldquo;hands-on&rdquo; experience.</div><div> 
About the Summer Analyst Program</div><div>
KBCM provides its Summer Analysts unprecedented professional development opportunities through a mix of on-the-job training and structured, hands-on experience. The program is designed to provide broad experience across all stages of transaction executions, from pitch phase through closing. Because our Summer Analyst Program is a direct pipeline for our full-time Analyst positions, it offers exceptional potential for you to return to KBCM upon graduation to start your capital markets career.</div><div> 
Required Qualifications:</div><div><ul><li>
Rising juniors enrolled in a four-year, undergraduate degree program with coursework in finance, economics or accounting graduating by May of 2027</li></ul></div><div><ul><li>
Minimum 3.5 GPA</li></ul></div><div><ul><li>
Strong quantitative and critical thinking abilities</li></ul></div><div><ul><li>
Demonstrated leadership and teamwork from past work experience and/or extracurricular activities</li></ul></div><div><ul><li>
Highly motivated with a strong work ethic</li></ul></div><div><ul><li>
Outstanding interpersonal, communication and presentation skills</li></ul></div></div><div>
Equity Research</div><div>
The Equity Research group is responsible for producing analysis, recommendations, and reports on investment opportunities that institutional investors may be interested in. Our Senior Analysts specialize in specific industries, providing recommendations on public companies as well as expert knowledge on their sector. Our equity research coverage includes Basic Materials, Consumer, Energy, Healthcare, Industrial, Real Estate, and Technology.</div><div><ul><li> 
KeyBank&rsquo;s Campus Program Internship and Analyst positions are not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility.</li></ul></div> 
COMPENSATION AND BENEFITS<div>
Equal Pay:</div><div>
This position is eligible to earn a weekly salary in the range of $1,340 to $1,440 per week depending on location and coverage group. Summer Analysts in this position are eligible for overtime compensation which is paid in accordance with the Fluctuating Workweek Method. Compensation also includes a $2,000 Summer Analyst Sign-on Bonus.</div>
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 04/14/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com. 

#LI-Hybrid</div>

2026 Equity Research Summer Analyst New York, NY

Robert Half

<div>
 
 We are partnering with a privately funded startup operating in the private equity and portfolio company solutions space to identify a high-caliber finance professional for a newly created role. This is the first dedicated FP&amp; A hire and a unique opportunity to join an ambitious, fast-scaling business at an early stage.
 
 
 This position offers exceptional visibility across the organization and with external stakeholders. The role will work closely with senior leadership and help build core financial and operational processes from the ground up, with the potential to lead a small team as the company grows.
 
 
 &nbsp;
 
 
 They are in NYC, 5 days a week in the office to start then will move to 3-4 days in office (this is not remote and will not be remote), you must reside within daily commuting distance of NYC.
 
 
 &nbsp;
 
 
 As always, these are permanent, full time, fully benefited salaried positions (these are NOT&nbsp;temp, or temp to perm).
 
 
 &nbsp;
 
 
 Compensation is based on experience:
 
 
 The Finance Lead is between $175 - $250k base + 30-50% discretionary bonus + (potential equity)
 
 
 &nbsp;
 
 
 
 Why this opportunity stands out
 
 
 <ul>
 <li>
 High-exposure role with both internal and external stakeholder interaction
 </li>
 <li>
 Opportunity to work directly with an impressive leadership team with deep backgrounds across investment banking, valuations, and executive leadership
 </li>
 <li>
 True startup environment with private funding
 </li>
 <li>
 Chance to shape the FP&amp; A and strategic finance function from the beginning
 </li>
 <li>
 Strong runway for growth, including possible people management responsibilities over time
 </li>
 </ul>
 
 &nbsp;
 
 
 
 Core responsibilities
 
 
 <ul>
 <li>
 Partner with clients to review contracts and support data mapping solutions
 </li>
 <li>
 Analyze client agreements, cost of sales, EBITDA, and gross margin improvement opportunities
 </li>
 <li>
 Work cross-functionally with sales and marketing to evaluate business performance and profitability drivers
 </li>
 <li>
 Deliver reporting and actionable insights to internal leadership and external client stakeholders, including private equity and CFO-level audiences
 </li>
 <li>
 Build dashboards, KPIs, and management reporting tools
 </li>
 <li>
 Support financial modeling and ad hoc strategic analysis
 </li>
 <li>
 Help enhance systems, workflows, and reporting processes in a highly dynamic environment
 </li>
 </ul>
 
 &nbsp;
 
 
 
 
 
 
 
 What they&rsquo;re looking for
 
 
 <ul>
 <li>
 1+ years of investment banking experience, or experience in Transaction Advisory Services, valuations, or a similar analytical consulting environment
 </li>
 <li>
 Strong academic background with top-tier education preferred
 </li>
 <li>
 Excellent financial analysis and modeling skills
 </li>
 <li>
 Ability to communicate effectively with sophisticated internal and external stakeholders
 </li>
 <li>
 Strong systems aptitude and comfort working with data, dashboards, and evolving technology tools
 </li>
 <li>
 AI-savvy, intellectually curious, and eager to help build in a startup setting
 </li>
 <li>
 Interest in operating roles; this position is not part of an M&amp; A or deal execution team
 </li>
 </ul>
 
 &nbsp;
 
 
 
 Ideal profile
 
 This role is especially well suited for someone coming from:
 
 <ul>
 <li>
 Investment banking with at least 1 year of experience
 </li>
 <li>
 TAS / deals advisory
 </li>
 <li>
 Valuation consulting
 </li>
 <li>
 Strategic finance or highly analytical client-facing finance roles
 </li>
 </ul>
 
 &nbsp;
 
 
 Exceptional communications skills are required. A great dynamic personality and the ability to work along your fellow colleagues is crucial. He or she must be able to effectively collaborate with individuals both inside and outside the company.
 
 
 &nbsp;
 
 
 If you would like to be considered for this position, please email your resume in a word document to Kevin.Chin@Roberthalf
 
 
 
 Robert Half is the world&rsquo;s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
 
 
 
 
 Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.
 
 
 
 
 All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
 
 
 
 
 &copy; 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking &ldquo;Apply Now,&rdquo; you&rsquo;re agreeing to Robert Half&rsquo;s Terms of Use and Privacy Notice.
 
</div>

Financial Analyst/Manager

Intelligems

<div>
 
 
 There are millions of e-commerce businesses around the world, and the industry is growing each year, yet achieving profitability has never been harder. Costs are rising, it&rsquo;s trickier to acquire customers, and it's critical to run with lean teams. As a result, the vast majority of brands guess about things like how to price their products, what discounts to offer, whether to charge for shipping, and what content they should show on the site, leaving 6&ndash;10% of potential profit on the table.
 
 
 
 
 Intelligems is a profit growth platform that helps these entrepreneurs succeed by uncovering that profit. Our platform provides e-commerce merchants with a wide range of A/B testing and personalization tools to help them understand their data, run experiments, and price dynamically. We&rsquo;re taking technology that has previously been available only to the Amazons and Ubers of the world, and making it available to e-commerce stores of any size.
 
 
 
 
 
 
 
 We have excellent traction: we&rsquo;re working with over 2,000 brands and have access to more than $10B of transaction and shopping session data. As we enter scaling mode, we are looking for highly talented individuals to join us and help us continue to scale efficiently. We have an extremely high-performing team, with a collaborative culture of low-ego + high-IQ people. Our people are our strongest asset, and we hold a very high bar.
 
 
 
 
 
 
 
 We're backed by Stage 2 Ventures, Vinyl Capital, Matchstick Ventures, Techstars, and the founders of companies like Klaviyo and Postscript, and have raised &gt;$11M to date.
 
 
 
 
 
 
 About the Role
 
 
 
 
 
 We're hiring a&nbsp;
 
 
 
 Strategic Finance Associate
 
 
 
 &nbsp;to join Intelligems' finance function &mdash; and help build it. This is the second finance hire at the company, sitting directly alongside the Head of Strategic Finance and touching everything from monthly close to board prep to the data infrastructure that powers how we understand and operate the business.
 
 
 
 
 This is not a typical finance role. You won't be handed a pre-built set of spreadsheets to maintain quarter over quarter. Intelligems treats data as a competitive advantage &mdash; financial and operational metrics flow from Snowflake through into Tableau, HubSpot and other tools &mdash; and the analysis that comes out of this team lands directly with the founders and shapes real decisions. There are no layers between the work you do and the people acting on it.
 
 
 
 
 You'll start by owning the recurring finance operations. Over time, the expectation is that you grow into deeper work: understanding how data is modeled and structured, serving as the central source of truth for metrics across the business, and producing the proactive analysis that drives company strategy. The ceiling here is high, and deliberately so.
 
 
 
 
 We're looking for someone who wants to understand how the numbers are built, not just what they say.
 
 
 
 
 
 
 
 
 What You'll Do
 
 
 
 
 
 
 Own Recurring Finance Operations
 
 
 
 <ul>
 <li>
 
 Execute monthly close in coordination with our bookkeeping partner &mdash; categorizing transactions, reviewing financials, and ensuring everything ties and makes sense
 
 </li>
 <li>
 
 Prepare and distribute monthly financial packages to founders, function leaders, and banking partners
 
 </li>
 <li>
 
 Run monthly commissions &mdash; pulling deal data, reviewing for accuracy, coordinating payout
 
 </li>
 <li>
 
 Own quarterly board deck financials and support fundraising preparation as needed
 
 
 
 </li>
 </ul>
 
 
 
 Reporting &amp; Tableau
 
 
 
 <ul>
 <li>
 
 Maintain and evolve existing dashboards as the business changes and new questions surface
 
 </li>
 <li>
 
 Build new views when leadership needs to see something we haven't measured before
 
 </li>
 <li>
 
 Be the person who can take a business question and turn it into a clear, reliable, well-structured answer
 
 
 
 </li>
 </ul>
 
 
 
 Serve as the Company's Data Backbone
 
 
 
 <ul>
 <li>
 
 Act as the central resource for data across Sales, Marketing, Customer Success, and more &mdash; fielding requests, maintaining consistency, and making sure the right people have the right numbers
 
 </li>
 <li>
 
 When a team is building something new &mdash; a health score, a dashboard, a new performance metric &mdash; you're in the room helping define what it should measure, where the data comes from, and whether it's being used correctly
 
 </li>
 <li>
 
 Develop fluency in how our financial and operational data is structured in Snowflake and dbt, and grow into having real input on how new metrics get defined and modeled as the company scales
 
 </li>
 <li>
 
 No prior experience with Snowflake, dbt or Tableau required &mdash; but you need to want to learn it, and to think carefully about how data should be built, not just consumed
 
 
 
 </li>
 </ul>
 
 
 
 Build Leverage Through AI
 
 
 
 <ul>
 <li>
 
 Help evaluate, implement, and maintain AI tools and agents that amplify what our team can do
 
 </li>
 <li>
 
 Ensure the data that flows into AI systems is accurate, well-structured, and consistently defined &mdash; because the quality of the output depends entirely on the quality of the input
 
 </li>
 <li>
 
 Identify workflows across finance and GTM operations where automation can improve speed, accuracy, or insight
 
 </li>
 <li>
 
 Stay current with the tools that are changing how finance and ops teams work &mdash; and bring that knowledge back to the team
 
 
 
 </li>
 </ul>
 
 
 
 
 
 
 Who You Are
 
 
 
 
 
 
 Must-Haves
 
 
 
 <ul>
 <li>
 
 
 Strong Excel skills
 
 
 
 &nbsp;&mdash; comfortable building financial models from scratch, not just editing them
 
 </li>
 <li>
 
 Genuinely analytical &mdash; you think carefully about what data means and where it might be wrong before putting it in front of others
 
 </li>
 <li>
 
 
 Curious about how data systems work
 
 
 
 &nbsp;&mdash; you want to understand where numbers come from, not just what they are
 
 </li>
 <li>
 
 Detail-oriented and reliable &mdash; the recurring work here requires consistency and accuracy, and you take pride in both
 
 </li>
 <li>
 
 Low ego, high ownership &mdash; equally comfortable cleaning up a messy reconciliation as presenting analysis to the founders
 
 
 
 </li>
 </ul>
 
 
 
 Backgrounds We're Excited About
 
 
 
 <ul>
 <li>
 
 1&ndash;4 years in finance &mdash; investment banking, PE, FP&amp;A, corporate finance, Big 4, consulting, or startup finance
 
 </li>
 <li>
 
 Familiarity with SaaS metrics (MRR, retention, churn, NDR) is a strong plus
 
 </li>
 <li>
 
 Prior exposure to SQL, Tableau, or modern data tools &mdash; or a demonstrated ability to pick up technical skills quickly
 
 </li>
 <li>
 
 Comfortable in ambiguity and figuring things out without a lot of hand-holding
 
 
 
 </li>
 </ul>
 
 
 
 
 
 
 Why This Role Matters
 
 
 
 
 
 The finance function here doesn't just report on what happened; it maintains the data layer the whole company relies on and helps every team make better decisions.
 
 
 
 
 The data infrastructure here is still being shaped. The reporting is still being designed. The analysis you produce will reach the founders and influence real decisions on pricing, customers, company strategy, and more. If you want to own something meaningful, learn a full data stack end-to-end, and grow alongside a company at an inflection point, this is the right seat.
 
 
 
 
 What&rsquo;s Offered
 
 
 
 
 <ul>
 <li>
 
 Competitive salary and equity packages
 
 </li>
 <li>
 
 Medical, dental, and vision insurance
 
 </li>
 <li>
 
 401k + match
 
 </li>
 <li>
 
 Flexible PTO policy
 
 </li>
 <li>
 
 Parental leave
 
 </li>
 <li>
 
 $ to spend quarterly with our growing list of brands
 
 </li>
 <li>
 
 WFH setup stipend
 
 </li>
 <li>
 
 Laptop provided
 
 </li>
 <li>
 
 Team meetups and events
 
 
 
 </li>
 </ul>
 
 
 
 
 
 Intelligems is a remote-first company with 4 offices (NYC, Denver, Boston, and Chicago), but please note that some travel may be required.
 
 
 
 
 All Intelligems interviews are transcribed by an AI notetaker.
 
 
 
</div>

Strategic Finance Associate

Roku

<div>
 Teamwork makes the stream work.
 
 &nbsp;
 
 
 Roku is changing how the world watches TV
 
 
 Roku is the #1 TV streaming platform in the U.S., Canada, and Mexico, and we've set our sights on powering every television in the world. Roku pioneered streaming to the TV. Our mission is to be the TV streaming platform that connects the entire TV ecosystem. We connect consumers to the content they love, enable content publishers to build and monetize large audiences, and provide advertisers unique capabilities to engage consumers.
 
 
 From your first day at Roku, you'll make a valuable - and valued - contribution. We're a fast-growing public company where no one is a bystander. We offer you the opportunity to delight millions of TV streamers around the world while gaining meaningful experience across a variety of disciplines.
 
 
 &nbsp;
 
 
 
 About the role
 
 
 &nbsp;
 
 
 
 
 Roku is looking for a skilled FP&amp;A Manager to join the Platform Finance team. Reporting to the Sr. Manager Platform FP&amp;A, this role partners closely with Roku&rsquo;s senior management, business, and product teams to drive strategic deals, partnerships, and investments.&nbsp;
 
 
 The role will combine financial leadership, modeling, and valuation expertise to evaluate complex opportunities, guide executive decision-making, and optimize enterprise value across the Roku Platform. Track and evaluate the company&rsquo;s largest Platform partners, monitoring growth, ROI, and evolution over time.
 
 
 &nbsp;
 
 
 
 
 
 
 For California Only - The estimated annual salary for this position is between $1
 
 
 80
 
 
 ,000 and&nbsp;
 
 
 195
 
 
 ,5
 
 
 0
 
 
 0 annually.&nbsp;
 
 
 Compensation packages are based on factors unique to each candidate, including but not limited to skill set, certifications, and specific geographical location.
 
 
 &nbsp;This role is eligible for health insurance, equity awards, life insurance, disability benefits, parental leave, wellness benefits, and paid time off.
 
 
 
 &nbsp;
 
 
 
 
 
 &nbsp;
 
 
 
 
 What you&rsquo;ll be doing
 
 
 <ul>
 <li>
 
 Lead financial evaluation of deals and platform partnerships, including reporting, forecasting, and ROI analysis
 
 
 &nbsp;
 
 </li>
 <li>
 
 Analyze markets, assess&nbsp;opportunities&nbsp;and build frameworks to drive executive decisioning&nbsp;
 
 
 &nbsp;
 
 </li>
 <li>
 
 Collaborate cross-functionally with business development, corp dev, sales and product to structure scalable, commercially viable agreements
 
 
 &nbsp;
 
 </li>
 <li>
 
 Build and&nbsp;maintain&nbsp;financial models (P&amp;L, cash flow, scenario/sensitivity) and translate deal economics into forecasts, budgets, and long-term plans
 
 
 &nbsp;
 
 </li>
 <li>
 
 Prepare executive-ready materials and&nbsp;provide&nbsp;finance insight during negotiations
 
 
 &nbsp;
 
 </li>
 <li>
 
 Support valuation analyses for M&amp;A and strategic investments; advise on capital allocation and portfolio prioritization
 
 
 &nbsp;
 
 </li>
 <li>
 
 Provide&nbsp;finance insight during negotiations to&nbsp;optimize&nbsp;enterprise value
 
 
 &nbsp;
 
 </li>
 </ul>
 
 
 &nbsp;
 
 
 
 
 We&rsquo;re&nbsp;excited if you have
 
 
 
 &nbsp;
 
 <ul>
 <li>
 
 Understanding and knowledge in the tech and media landscape
 
 
 &nbsp;
 
 </li>
 <li>
 
 10+ years in investment banking, consulting, corporate development, or strategic finance
 
 
 &nbsp;
 
 </li>
 <li>
 
 Expertise&nbsp;in M&amp;A, complex multi-year deals, partnerships, and enterprise-wide&nbsp;financial impact
 
 
 &nbsp;
 
 </li>
 <li>
 
 Advanced financial modeling, valuation, scenario analysis, and risk assessment
 
 </li>
 <li>
 
 Strong business judgment, deal intuition, and executive communication &amp; storytelling with numbers, pitch decks
 
 
 &nbsp;
 
 </li>
 <li>
 
 BA in Finance/Economics, MBA a plus
 
 
 &nbsp;
 
 </li>
 </ul>
 
 
 
 #
 
 
 LI-
 
 
 RR1
 
 
 
 
 &nbsp;
 
 
 Our Hybrid Work Approach
 
 
 Roku fosters an inclusive and collaborative environment where teams work in the office Monday through Thursday. Fridays are flexible for remote work except for employees whose roles are required to be in the office five days a week or employees who are in offices with a five day in office policy.
 
 
 &nbsp;
 
 
 Benefits
 
 
 Roku is committed to offering a diverse range of benefits as part of our compensation package to support our employees and their families. Our comprehensive benefits include global access to mental health and financial wellness support and resources. Local benefits include statutory and voluntary benefits which may include healthcare (medical, dental, and vision), life, accident, disability, commuter, and retirement options (401(k)/pension). Employees are supported in taking time off, in accordance with local leave policies and other personal needs to support their evolving work and life needs. It's important to note that not every benefit is available in all locations or for every role. For details specific to your location, please consult with your recruiter.
 
 
 &nbsp;
 
 
 Accommodations
 
 
 Roku welcomes applicants of all backgrounds and provides reasonable accommodations and adjustments in accordance with applicable law. If you require reasonable accommodation at any point in the hiring process, please direct your inquiries to EmployeeRelations@Roku.com.
 
 
 &nbsp;
 
 
 The Roku Culture
 
 
 Roku is a great place for people who want to work in a fast-paced environment where everyone is focused on the company's success rather than their own. We try to surround ourselves with people who are great at their jobs, who are easy to work with, and who keep their egos in check. We appreciate a sense of humor. We believe a fewer number of very talented folks can do more for less cost than a larger number of less talented teams. We're independent thinkers with big ideas who act boldly, move fast and accomplish extraordinary things through collaboration and trust. In short, at Roku you'll be part of a company that's changing how the world watches TV.
 
 
 We have a unique culture that we are proud of. We think of ourselves primarily as problem-solvers, which itself is a two-part idea. We come up with the solution, but the solution isn't real until it is built and delivered to the customer. That penchant for action gives us a pragmatic approach to innovation, one that has served us well since 2002.
 
 
 To learn more about Roku, our global footprint, and how we've grown, visit https://www.weareroku.com/factsheet.
 
 
 By providing your information, you acknowledge that you want Roku to contact you about job roles, that you have read Roku's Applicant Privacy Notice, and understand that Roku will use your information as described in that notice. If you do not wish to receive any communications from Roku regarding this role or similar roles in the future, you may unsubscribe at any time by emailing WorkforcePrivacy@Roku.com.
 
</div>

Strategic Deals Finance Manager

Explore 177+ Investment banking analyst in New York this May. Find roles across top companies and apply now to boost your career.