Financial Analyst - Investment Banking Support

Job Description

This is a unique opportunity for an experienced finance professional to work closely with global investment banking teams on the analysis and financial content that support their day-to-day work. The role offers exposure to a broad range of companies, industries, financial analyses, and investment banking deliverables, including company profiles, benchmarking analyses, precedent transactions, earnings summaries, sector analysis, and internal performance reporting. You'll work in a fast-paced environment where accuracy, judgment, curiosity, and the ability to turn complex financial information into clear, banker-ready analysis matter every day. 

Just as importantly, this is a role where you can grow and make an increasing contribution to the team. You'll deepen your financial and analytical skills, gain exposure to sophisticated banking workflows, and develop proficiency with leading financial data and AI-enabled tools. As your expertise develops, you'll take increasing ownership of work from initial request through final delivery. For someone who is intellectually curious and enjoys finance, this is an opportunity to do meaningful work, continue developing professionally, and help strengthen the team's analytical capabilities over time.

What You’ll Gain

• Direct exposure to investment banking workflows and the analytical work used by global banking teams

• Breadth of experience across companies, sectors, transaction analyses, benchmarking, earnings, and other financial deliverables

• Hands-on experience with leading financial platforms and emerging AI-enabled tools, learning how to use technology thoughtfully while maintaining rigorous financial standards

• Increasing ownership and responsibility, developing the judgment to manage analytical requests from intake through completed, banker-ready output.

• Transferable financial and professional skills in analysis, research, financial data, Excel, PowerPoint, communication, quality control, and problem solving

What You’ll Do

• 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 industry peers and competitors, and extract insights that inform strategic positioning and benchmarking analyses 

• Prepare recurring and ad-hoc deliverables, including Company Profiles, Benchmarking Analyses, Precedent Transactions, Earnings Summaries, Sector Snapshots, and Internal Performance Reviews 

• Develop, maintain, and audit analytical models, spreadsheets, and reporting templates used for benchmarking, company analysis, and performance evaluation

• Design complex yet elegant Excel spreadsheets that streamline recurring reporting and enable flexible ad hoc analysis 

• Independently manage standard analytical requests from initial intake through final delivery, including confirming requirements, selecting appropriate sources and tools, maintaining supporting backup, and ensuring the completed work addresses the original request

• Maintain complete, logical, and readily traceable supporting documentation so that key data, calculations, and conclusions can be independently reviewed and verified

• Rigorously review your own work before submitting it for review, identifying and resolving discrepancies, questionable data, formatting inconsistencies, and unsupported conclusions

• Leverage internal databases and third-party tools to extract, validate, and interpret data with a high degree of accuracy and consistency 

• Collaborate with other global offices, the Research team, and bankers to clarify requests, refine methodologies, resolve data or execution issues, and improve analytical workflows

• Identify and implement opportunities to use automation, AI-enabled tools, and other workflow improvements to increase the efficiency and consistency of recurring reporting, research, and analytical processes

• Assist in the creation of management reports and internal briefing materials used to support banker workflows and client engagement 

• Participate in ad-hoc financial analysis and internal projects as assigned 

Qualifications

What We’re Looking For

Education:

• Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative discipline (required) 

• MBA or CFA (completed or in progress) is a plus 

Experience:

• 3+ years of relevant experience in financial analysis, corporate finance, or investment banking support 

• Experience supporting or working with bulge bracket investment banks or capital markets teams preferred 

Skills:

• Advanced analytical and problem-solving skills with exceptional attention to detail; able to design, audit, and optimize sophisticated Excel spreadsheets and templates

• Comfortable incorporating approved AI-enabled tools into daily workflows to improve the efficiency and quality of research, analysis, reporting, and content development, while independently validating outputs against underlying sources and maintaining accountability for the final deliverable

• Familiarity with financial research tools and platforms (e.g., Capital IQ, FactSet, Bloomberg) 

• Experience with one or more of Python, SQL, R, or VBA is preferred

• Effective communication skills, with the ability to distill complex data into clear insights 

• Able to manage multiple priorities, communicate effectively regarding timing or clarification needs, and complete work efficiently without compromising accuracy, completeness, QC, or presentation quality

• Strong PowerPoint skills; able to create clear, visually polished slides with a sharp eye for formatting, consistency, and detail 

• Strong intellectual curiosity and interest in financial markets, industries, and corporate performance trends

• Sound professional judgment, with the ability to identify ambiguity, develop clear and comprehensive questions, determine when escalation is appropriate, and communicate effectively with colleagues and bankers

Additional Information

RRD's current salary range for this role is $64,000-98,400/year. The salary range may be adjusted based on the applicable geographic location of the hired employee, and the range may change in the future. At RRD, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions may vary based upon, but not limited to education, skills, experience, proficiency, performance, shift and location. Depending on the role, in addition to base salary, the total compensation package may also include participation in a bonus, commission or incentive program. RRD’s benefit offerings include medical, dental, and vision coverage, paid time off, disability insurance, 401(k) with company match, life insurance and other voluntary supplemental insurance coverages, plus parental leave, adoption assistance, tuition assistance and employer/partner discounts.

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RRD is an Equal Opportunity Employer, including disability/veterans

At RRD, we value innovation, authenticity, and integrity. To uphold the security and fairness of our hiring process, we ask that candidates refrain from using AI tools during interviews to ensure an authentic and secure experience. We appreciate your cooperation as we work to maintain a transparent and equitable hiring process.

All employment offers are contingent upon the successful completion of both a pre-employment background and drug screen.

Compensation: 64000 to 98400 (USD) (YEARLY)