Global Banking Intelligence & Growth Strategy, Senior Associate

As a Senior 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

• 5+ 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


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  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


• Advanced degree (MBA or analytics-focused master’s) from a top-tier program.

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


• Advanced degree (MBA or analytics-focused master’s) from a top-tier program.