investment banking analyst

TD Securities

<div>
 
 Work Location
 
 :
 
 
 New York, New York, United States of America
 
 
 
 Hours
 
 
 
 40
 
 
 
 Line Of Business
 
 
 
 TD Securities
 
 
 
 Pay Detail
 
 
 
 $110,000 - $135,000 USD
 
 
 TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
 
 
 As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
 
 
 
 Job Description
 
 
 
 We are looking for experienced Analysts to join our Consumer Investment Banking team in New York. The Analyst Investment Banking provides specialized financial and statistical analysis on a broad range of marketing and execution activities. Conducts research, on-going analysis, prepares supporting documentation, and assists in due diligence efforts on transactions.
 
 
 
 Depth &amp; Scope
 
 
 
 <ul>
 <li>
 Works within a deal team under the overall direction of a senior officer
 </li>
 <li>
 Assists in the analysis of clients' financial situations, industry and market data, and M&amp;A opportunities
 </li>
 <li>
 Assists in valuations of private and public companies
 </li>
 <li>
 Performs basic to intermediate financial modeling in Excel
 </li>
 <li>
 Provides input to external client proposals and internal underwriting memos; assists in the preparation of client presentations based upon the above
 </li>
 <li>
 Establishes an environment that promotes respect for the individual employee and adheres to the policies and guidelines of the Bank
 </li>
 <li>
 Maintains confidentiality of client information
 </li>
 <li>
 Experienced working professional level role providing a broad range of support to the team
 
 
 </li>
 </ul>
 
 Education &amp; Experience
 
 
 
 <ul>
 <li>
 Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics;
 </li>
 <li>
 Series 7, 79 and 63
 </li>
 <li>
 2-3 years of related experience
 
 
 </li>
 </ul>
 
 Physical Requirements
 
 
 
 Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
 
 
 <ul>
 <li>
 Domestic Travel &ndash; Occasional
 </li>
 <li>
 International Travel &ndash; Never
 </li>
 <li>
 Performing sedentary work &ndash; Continuous
 </li>
 <li>
 Performing multiple tasks &ndash; Continuous
 </li>
 <li>
 Operating standard office equipment - Continuous
 </li>
 <li>
 Responding quickly to sounds &ndash; Occasional
 </li>
 <li>
 Sitting &ndash; Continuous
 </li>
 <li>
 Standing &ndash; Occasional
 </li>
 <li>
 Walking &ndash; Occasional
 </li>
 <li>
 Moving safely in confined spaces &ndash; Occasional
 </li>
 <li>
 Lifting/Carrying (under 25 lbs.) &ndash; Occasional
 </li>
 <li>
 Lifting/Carrying (over 25 lbs.) &ndash; Never
 </li>
 <li>
 Squatting &ndash; Occasional
 </li>
 <li>
 Bending &ndash; Occasional
 </li>
 <li>
 Kneeling &ndash; Never
 </li>
 <li>
 Crawling &ndash; Never
 </li>
 <li>
 Climbing &ndash; Never
 </li>
 <li>
 Reaching overhead &ndash; Never
 </li>
 <li>
 Reaching forward &ndash; Occasional
 </li>
 <li>
 Pushing &ndash; Never
 </li>
 <li>
 Pulling &ndash; Never
 </li>
 <li>
 Twisting &ndash; Never
 </li>
 <li>
 Concentrating for long periods of time &ndash; Continuous
 </li>
 <li>
 Applying common sense to deal with problems involving standardized situations &ndash; Continuous
 </li>
 <li>
 Reading, writing and comprehending instructions &ndash; Continuous
 </li>
 <li>
 Adding, subtracting, multiplying and dividing &ndash; Continuous
 
 
 </li>
 </ul>
 The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities &amp; duties are considered essential functions for ADA purposes.
 
 
 
 Who We Are
 
 
 
 TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we strive to make every interaction, product and experience remarkably human and refreshingly simple. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank.
 
 
 Together, we are reimagining what banking can be for our clients, colleagues and communities.
 
 
 
 Our Total Rewards Package
 
 
 
 Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
 
 
 
 Additional Information
 
 
 
 We&rsquo;re delighted that you&rsquo;re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we&rsquo;re committed to providing the support our colleagues need to thrive both at work and at home.
 
 
 
 Colleague Development
 
 
 
 If you&rsquo;re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You&rsquo;ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.
 
 
 If you&rsquo;re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.
 
 
 We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.
 
 
 
 Training &amp; Onboarding
 
 
 
 We will provide training and onboarding sessions to ensure that you&rsquo;ve got everything you need to succeed in your new role.
 
 
 
 Interview Process
 
 
 
 We&rsquo;ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
 
 
 
 Accommodation
 
 
 
 TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
 
 
 If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
</div>

Investment Banking Analyst - Consumer

Citi

<div><h2 class="jobSectionHeader">Discover your future at Citi</h2>
Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you&rsquo;ll have the opportunity to grow your career, give back to your community and make a real impact.
<h2 class="jobSectionHeader">Job Overview</h2>
The Investment Banking Analyst is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Investment Banking Analyst also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients.
 
 
Responsibilities:
<ul><li>Work with senior Corporate &amp; Investment Bank (CIB) officers and professionals and participate in particular client transactions, projects or assignments as the junior member of the Investment Banking team</li>
<li>Responsible for organizing and analyzing sophisticated financial data used in client proposals and strategic plans</li>
<li>Prepare written recommendations, valuation materials and statistical exhibits for pitches and live deals</li>
<li>Conduct economic/financial research</li>
<li>Evaluate company&rsquo;s financial performance compared to overall industry and market trends</li>
<li>Build complex financial models for valuation purposes</li>
<li>Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.</li>
</ul>Qualifications:
<ul><li>2-5 years of relevant experience</li>
<li>Bachelor's degree in Finance or closely related areas of Business Administration</li>
<li>Series 79 and 63 licenses</li>
<li>Consistently demonstrates clear and concise written and verbal communication skills</li>
<li>Ability to work under pressure in a rapidly changing environment in order to meet deadlines</li>
</ul>Education:
<ul><li>Bachelor's degree/University degree or equivalent experience</li>
</ul>This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
-
<h2 class="jobSectionHeader">Job Family Group:
</h2>Institutional Banking
-
<h2 class="jobSectionHeader">Job Family:</h2>
Investment Banking
-
<h2 class="jobSectionHeader">Time Type:</h2>
Full time
-
<h2 class="jobSectionHeader">Primary Location:</h2>
New York New York United States
-
<h2 class="jobSectionHeader">Primary Location Full Time Salary Range:</h2>
$110,000.00 - $135,000.00 
 
In addition to salary, Citi&rsquo;s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental &amp; vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
-
<h2 class="jobSectionHeader">Most Relevant Skills
</h2>Please see the requirements listed above.
-
<h2 class="jobSectionHeader">Other Relevant Skills
</h2>For complementary skills, please see above and/or contact the recruiter.
-
<h2 class="jobSectionHeader">Anticipated Posting Close Date:</h2>
Jul 17, 2026
-
<h2 class="jobSectionHeader">Automated Processing and AI</h2> 
 
We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
Illinois residents &ndash; AI Notice and Right
-
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.</div>

Investment Banking Analyst - Consumer & Retail

Trinity Industries

<div>Trinity Industries is searching for a Financial Analyst to join our Capital Markets team in our Dallas, TX office!
You will be a member of a small dynamic team which is responsible for managing over $5B of secured debt financings (ABS and term loans) and over $3B of managed railcars. We welcome your ideas and your outstanding work ethic.
Join our team today and be a part of Delivering the Goods for the Good of All.
What you'll do:<ul><li>
Prepare monthly, quarterly and annual compliance reports related to several financial vehicles</li><li>
Assist with the preparation of quarterly presentations for internal management and external partnerships</li><li>
Participate on deal teams for new financings, refinancings or other transactions</li><li>
Work on ad hoc projects as assigned</li><li>
Develop and utilize complex financial models manipulating large amounts of data</li><li>
Develop and summarize research material</li></ul>
<div>What you'll need:<ul><li>
Bachelor's Degree in Finance, Accounting, Economics or related field required</li><li>
At least 2-3 years&rsquo; experience in a financial analysis or reporting role</li><li>
Advanced skills in Microsoft Excel</li><li>
Advanced experience in all other Microsoft Office products</li><li>
Strong analytical and critical thinking skills</li><li>
Strong professional presentation skills</li><li>
ABS or Investment Banking Experience a plus</li><li>
Rail experience a plus</li><li>
Outstanding interpersonal skills</li></ul></div></div>

Financial Analyst Capital Markets

Mercury

<div>
 &ldquo;The most important figures that one needs for management are unknown or unknowable&mdash;but successful management must nevertheless take account of them.&rdquo; &mdash; W. Edwards Deming
 
 
 That tension is at the heart of G&amp;A and R&amp;D finance. How do you measure the value of a great legal team before you need them? How do you quantify the compounding returns of an engineering platform investment? How do you build a financial plan around organizations whose most important outputs resist clean quantification?
 
 
 At Mercury, we&rsquo;re modernizing banking* for startups and ambitious companies&mdash;and doing it with a product and engineering organization that moves fast. As we scale, we need a finance partner who can go deep with our G&amp;A and R&amp;D teams: someone who understands how headcount plans become roadmaps, how infrastructure costs relate to product bets, and how to bring financial rigor to organizations that don&rsquo;t think in quarters.
 
 
 You&rsquo;ll be embedded with our Engineering, Product, Design, and G&amp;A leadership, helping them plan, allocate, and make decisions with confidence.
 
 
 
 What You&rsquo;ll Do:
 
 
 
 <ul>
 <li>
 Be the dedicated finance partner to R&amp;D and G&amp;A leadership. Own the financial relationship with our Engineering, Product, Design, HR, Legal, and Finance teams. Understand their priorities deeply enough to anticipate their questions before they ask them.
 </li>
 <li>
 Own headcount and operating expense planning for your orgs. Build and maintain the bottoms-up models that drive our R&amp;D and G&amp;A cost bases&mdash;headcount by team, vendor spend, allocated infrastructure costs, and discretionary budgets&mdash;and keep them current as plans evolve.
 </li>
 <li>
 Support strategic resource allocation decisions. Help R&amp;D leaders think through build vs. buy tradeoffs, team sizing decisions, and investment prioritization. Help G&amp;A leaders evaluate vendor contracts, assess functional scaling ratios, and manage cost efficiency as the company grows.
 </li>
 <li>
 Drive the annual planning and ongoing forecasting cycles for your orgs. Translate business priorities into financial plans, own the forecast-to-actuals variance process, and surface insights that help leaders adjust course in real time.
 </li>
 <li>
 Bring structure to ambiguous investment questions. Whether it&rsquo;s evaluating a new engineering platform, sizing a legal team for a new product line, or assessing the ROI of a people program, you&rsquo;ll take complex, qualitative problems and return clear financial framing and a point of view.
 
 
 </li>
 </ul>
 
 You Might Be a Fit If You:
 
 
 
 <ul>
 <li>
 Have 3&ndash;5 years of experience in investment banking, strategic finance, or consulting&mdash;ideally with some exposure to technology companies or organizations where headcount is the primary cost driver.
 </li>
 <li>
 Are a strong financial modeler who can build a clean, flexible headcount or opex model from scratch, and explain it to someone who doesn&rsquo;t live in spreadsheets. You have good judgment about what level of precision a given decision actually requires&mdash;you know when to build the model and when a back-of-envelope answer is better.
 </li>
 <li>
 Are genuinely curious about how product and engineering organizations work&mdash;you want to understand what drives team structure, why infrastructure costs scale the way they do, and what makes a people investment pay off.
 </li>
 <li>
 Build trust quickly with non-finance partners. You&rsquo;re comfortable walking into a room full of engineers or lawyers and asking the questions that get you to the real answer.
 </li>
 <li>
 Are comfortable pulling and working with data independently&mdash;SQL, BI tools, or FP&amp;A platforms&mdash;to support your own analysis without relying on a data team.
 </li>
 <li>
 Communicate with clarity&mdash;you can distill a complex cost driver analysis into a crisp narrative for a leadership team, and you know when to lead with the number and when to lead with the context.
 
 
 </li>
 </ul>
 The total rewards package at Mercury includes base salary, equity (stock options/RSUs), and benefits.
 
 
 Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate&rsquo;s experience, expertise, geographic location, and internal pay equity relative to peers.
 
 
 Our target new hire base salary ranges for this role are the following:
 
 
 <ul>
 <li>
 US employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $142,900 - $160,700
 </li>
 <li>
 US employees outside of the New York City, Los Angeles, Seattle or the San Francisco Bay Area: $128,600 - $144,600
 </li>
 <li>
 Canadian employees (any location): CAD 135,000 - 151,900
 
 
 </li>
 </ul>
 *Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and Column N.A., Members FDIC
 
 
 Mercury values diversity &amp; belonging and is proud to be an Equal Employment Opportunity employer. All individuals seeking employment at Mercury are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected characteristic. We are committed to providing reasonable accommodations throughout the recruitment process for applicants with disabilities or special needs. If you need assistance, or an accommodation, please let your recruiter know once you are contacted about a role.
 
 
</div>

Strategic Finance - R&D/G&A

Agilent Technologies

<div><h2 class="jobSectionHeader">Job Description</h2>
The Capital Allocation &amp; Investments team is a new function within Agilent that will play a critical role in shaping capital deployment strategy, driving financial analysis, and decision-making across M&amp;A, organic growth (e.g. new product launches), and portfolio optimization initiatives. The team partners closely with Corporate Development and serves as a key advisor to senior leadership across business groups, finance, and other functional stakeholders.
Reporting to the Director, Capital Allocation &amp; Investments, this role is responsible for leading financial analyses in support of high complexity projects, with a primary focus on M&amp;A. Over time, this role will also play a key role in developing core frameworks and infrastructure to enhance capital allocation discipline.
Key Responsibilities<ul><li>
Evaluate capital allocation opportunities across full spectrum of M&amp;A, organic growth projects (e.g. new product launches), and portfolio optimization</li><li>
Support business case development, collaborating closely with business leadership / key stakeholders to drive alignment and executive support</li><li>
Perform M&amp;A due diligence, partnering closely with Corporate Development and external advisors (e.g. investment bankers, consultants)</li><li>
Conduct portfolio analysis to inform prioritization, capital allocation trade-offs, and long-term strategic planning</li></ul><h2 class="jobSectionHeader">
Qualifications</h2><ul><li>
Bachelor&rsquo;s or master&rsquo;s degree</li><li>
4+ years of professional experience in either investment banking, private equity, corporate development, or valuation / transaction services</li><li>
Strong understanding of advanced corporate finance concepts (valuation, investment returns, EPS accretion / dilution) with ability to lead workstreams independently</li><li>
Experience working on M&amp;A deal teams or in a similar capacity</li><li>
Exceptional attention to detail with ability to communicate key business insights to leadership</li><li>
Strategic mindset with ability to identify and evaluate growth opportunities</li><li>
High level of self-drive, proactivity, and ownership mentality</li><li>
Broad exposure to life science tools and/or software industries a plus</li></ul>
Additional Details
This job has a full time weekly schedule. It includes the option to work remotely. Applications for this job will be accepted until at least August 6, 2026 or until the job is no longer posted.
The full-time equivalent pay range for this position is $100,720.00 - $188,850.00/yr plus eligibility for bonus, stock and benefits. Our pay ranges are determined by role, level, and location. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. During the hiring process, a recruiter can share more about the specific pay range for a preferred location. Pay and benefit information by country are available at: https://careers.agilent.com/locations
Agilent Technologies, Inc. is an Equal Employment Opportunity and merit-based employer that values individuals of all backgrounds at all levels. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to sex, pregnancy, race, religion or religious creed, color, gender, gender identity, gender expression, national origin, ancestry, physical or mental disability, medical condition, genetic information, marital status, registered domestic partner status, age, sexual orientation, military or veteran status, protected veteran status, or any other basis protected by federal, state, local law, ordinance, or regulation and will not be discriminated against on these bases. Agilent Technologies, Inc., is committed to creating and maintaining an inclusive in the workplace where everyone is welcome, and strives to support candidates with disabilities. If you have a disability and need assistance with any part of the application or interview process or have questions about workplace accessibility, please email job_posting@agilent.com or contact +1-262-754-5030. For more information about equal employment opportunity protections, please visit www.agilent.com/en/accessibility.<h2 class="jobSectionHeader">
Travel Required:
</h2>Occasional<h2 class="jobSectionHeader">
Shift:
</h2>Day<h2 class="jobSectionHeader">
Duration:
</h2>No End Date<h2 class="jobSectionHeader">
Job Function:
</h2>Finance</div>

Capital Allocation & Investments - Sr. Analyst

Honk

<div><div>Honk is a technology-driven roadside assistance platform that connects enterprise and retail customers with a nationwide network of service providers. We don&rsquo;t own trucks. We built the marketplace, the dispatch engine, and the data infrastructure that makes the whole thing work. We&rsquo;re PE-backed, scaling fast, and aggressively investing in automation / AI and excellent talent.
</div><h3 class="jobSectionHeader">The Role</h3><div>

This role will be a key asset in the future growth of the company. Think of it as not just FP&amp;A but also analytics and business operations. In this role, you&rsquo;ll drive investment decisions by deeply understanding and modeling the drivers of the business. This function will act as the analytical engine of the company to provide insights and support &lsquo;optimal&rsquo; decision-making. You&rsquo;ll partner directly with ops, sales, and the exec team as their strategic finance co-pilot, rather than a back-office scorekeeper. You&rsquo;ll also interact with our PE partners on financial performance and health metrics. The position reports to the CFO.
</div><h3 class="jobSectionHeader">
What You'll Do/Own</h3><div>
<ul>
<li>Unit-level economic analysis by customer, market, and job type, using it to partner with the business on where to push and where to pull back.
</li>
<li>Quantify the impact of our investments through analysis and experimentation, working closely with product and operations.
</li>
<li>Pressure-test new investments. Build the 80/20 ROI case to make go/no-go decisions.
</li>
<li>Help secure new customers by refining and owning our pricing models.
</li>
<li>Build and own the company&rsquo;s financial forecast and annual plan. Set the cadence, drive the inputs for each function, and hold the business to the number.
</li>
<li>Analyze business and financial performance each month. Name, quantify and explain the drivers simply and succinctly, internally and to our PE partners.
</li>
<li>Automate the reporting grind (Looker / Excel / Python) so your time goes to insight, not data wrangling.
</li>
</ul></div><h3 class="jobSectionHeader">What You Bring</h3><div>
<ul>
<li>4-6 years in corporate finance, business operations/analytics, investment banking, or private equity. High-growth, tech environments are strongly preferred.
</li>
<li>Fluency in unit economics and contribution-margin thinking. You see a P&amp;L as a system of drivers, not a stack of line items.
</li>
<li>Strong financial modeling. You build three-statement, scenario, and sensitivity models with curiosity and business acumen.
</li>
<li>SQL, Python, and BI tools like Looker and Tableau. You either know them or you&rsquo;ll learn them fast. Same goes for using Claude and other AI tools to automate the reporting grind and move faster than the team that&rsquo;s still doing it by hand.
</li>
<li>Bachelor&rsquo;s in finance, economics, accounting, or a quantitative field.
</li>
<li>Marketplace, on-demand, logistics, or insurance-adjacent experience a plus.
</li>
<li>High tolerance for speed, ambiguity, and direct feedback. You go from raw data to a recommendation without being managed to it.
</li>
</ul></div>We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.</div>

Sr. Analyst, Strategic Finance

Robinhood

<div>
 Join us in building the future of finance.
 
 
 Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you&rsquo;re ready to be at the epicenter of this historic cultural and financial shift, keep reading.
 
 
 
 About the team + role
 
 
 
 Robinhood's Corporate Finance team sits at the center of how the company plans, decides, and grows. We partner directly with senior leadership to shape financial strategy, and we're looking for a Corporate Finance Manager to help us do that work at a higher level.
 
 
 In this role, you'll be a key voice in company-wide financial planning &mdash; translating complex data into clear insights, driving the processes that keep Robinhood's business running efficiently, and building the infrastructure that scales with us. This is a high-visibility, individual contributor role where your analysis and recommendations will directly influence how leadership understands and acts on the business.
 
 
 
 What You&rsquo;ll Do
 
 
 
 <ul>
 <li>
 Playing a key role in our recurring FP&amp;A processes, including forecasting, monthly analyses, budgeting, financial system oversight, and management reporting
 </li>
 <li>
 Synthesizing / distilling key financial and business insights for leadership - analyzing results, business KPIs, assessing risk, and communicating timely risks &amp; opportunities.
 </li>
 <li>
 Developing and executing on company-wide annual planning processes, financial forecasts, and ongoing analysis of variances.
 </li>
 <li>
 Identifying and implementing process improvements and cost efficiency measures across the company
 </li>
 <li>
 Being a thought leader to improve and simplify processes, drive standardization, and build scalable solutions to support the next wave of Robinhood&rsquo;s growth.
 </li>
 <li>
 Designing and building the financial infrastructure to automate and support our business and operations
 
 
 </li>
 </ul>
 
 What You Bring
 
 
 
 <ul>
 <li>
 A Bachelor&rsquo;s Degree in a relevant field of study
 </li>
 <li>
 1-3 years of relevant experience in financial planning &amp; analysis, investment banking, finance or management consulting.
 </li>
 <li>
 Ability to work horizontally and vertically in an organization with peers as well as senior leaders
 </li>
 <li>
 Strong verbal and written communication skills, logical reasoning, and the presentation of potential solutions
 </li>
 <li>
 Excellent analytical skills and the business judgment to balance the details while not losing sight of the big picture, and an ability to determine the &ldquo;why&rdquo; behind the numbers
 </li>
 <li>
 Excellent proficiency in Excel/Google Sheets, and interest in developing sophisticated querying / modeling skills
 </li>
 <li>
 Proven track record to managing priorities simultaneously and driving projects
 </li>
 <li>
 Experience in applying financial systems for data input and reporting, and the ability to build and maintain relevant reporting hierarchies for use within the system
 </li>
 <li>
 A positive attitude; you are creative, a hard worker, curious, and maintain a can-do approach
 </li>
 <li>
 Familiarity with analytical tools (SQL, Looker) and financial reporting software (Oracle, Anaplan)
 
 
 </li>
 </ul>
 
 What We Offer
 
 
 
 <ul>
 <li>
 Market competitive and pay equity-focused compensation structure
 </li>
 <li>
 100% paid health insurance for employees with 90% coverage for dependents
 </li>
 <li>
 Annual lifestyle wallet for personal wellness, learning and development, and more!
 </li>
 <li>
 Lifetime maximum benefit for family forming and fertility benefits
 </li>
 <li>
 Dedicated mental health support for employees and eligible dependents
 </li>
 <li>
 Generous time away including company holidays, paid time off, sick time, parental leave, and more!
 </li>
 <li>
 Lively office environment with catered meals, fully stocked kitchens, and geo-specific commuter benefits
 
 
 </li>
 </ul>
 
 In addition to the base pay range listed below, this role is also eligible for bonus opportunities + equity + benefits.
 
 
 
 Base pay for the successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected base pay range for this role is based on the location where the work will be performed and is aligned to one of 3 compensation zones. For other locations not listed, compensation can be discussed with your recruiter during the interview process.
 
 
 
 Base Pay Range
 
 
 
 Zone 1 (Menlo Park, CA; New York, NY; Bellevue, WA; Washington, DC)
 
 
 $89,000&mdash;$105,000 USD
 
 
 Zone 2 (Denver, CO; Westlake, TX; Chicago, IL)
 
 
 $78,000&mdash;$92,000 USD
 
 
 Zone 3 (Lake Mary, FL; Clearwater, FL; Gainesville, FL)
 
 
 $70,000&mdash;$82,000 USD
 
 
 Click here to learn more about our Total Rewards, which vary by region and entity.
 
 
 If our mission energizes you and you&rsquo;re ready to build the future of finance, we look forward to seeing your application.
 
 
 Robinhood provides equal opportunity for all applicants, offers reasonable accommodations upon request, and complies with applicable equal employment and privacy laws. Inclusion is built into how we hire and work&mdash;welcoming different backgrounds, perspectives, and experiences so everyone can do their best. Please review the Privacy Policy for your country of application.
</div>

Corporate Finance Analyst

Search 2137+ Investment banking analyst jobs near you this August. New roles added regularly across leading industries. Apply today.