JOB DESCRIPTION SUMMARY

The Experience Analyst leverages background and business acumen to support strategic, operational, and experience-focused initiatives across the Investment Bank. This role operates as a part of an internal consulting team, collaborating with business leaders and internal partners (including HR, Technology, Marketing, and Operations) to identify opportunities, drive execution, and enable sustainable change. The analyst role will support employee and client experience strategies that improve efficiency, streamline operations, and enhance engagement.
Key responsibilities include analyzing business processes, supporting technology enablement and AI adoption efforts, managing reporting and dashboards, developing leadership materials, and driving process improvement initiatives. The analyst also plays a key role in change management – helping teams adopt new tools, processes, and ways of working to ensure long-term impact. This is a project-based role suited for individuals with experience in consulting, investment banking, business analysis, or technology strategy.

KNOWLEDGE OF

• Concepts, principles, and practices of Investment Banking & Capital Markets.
• Financial markets and products preferred.
• Technology and AI tools
• Problem-solving and operational improvement frameworks and change management techniques

SKILL IN

• Analytical and data-driven abilities. Proficiency in data visualization or reporting tools (e.g., Tableau, Power BI, Excel, SQL, Qlik) preferred.
• Organizing problems and workflows.
• Attention to detail in all areas of work products.
• Problem solving skills and the ability to think independently.
• Deliver high standards of quality and evaluate products, services, and own performance against those standards.
• Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.
• Strong communication skills and ability to work well within a team.

EDUCATION/PREVIOUS EXPERIENCE

• Bachelor’s Degree (B.A.) in Finance, Accounting, Business or a related field
• Two (2) to three (3) years of professional experience in management or technology consulting, investment banking, corporate strategy, or a technology-driven business role. Experience in internal consulting, business transformation, or cross-functional project environments preferred.
• OR ~
• Any equivalent combination of experience, education, and/or training approved by Human Resources.
  Travel Required: Yes, up to 15 % of the time. Travel may include periodic trips for team offsites or cross-functional collaboration efforts.

EDUCATION

Bachelor’s: Accounting (Required), Bachelor’s: Business Administration (Required), Bachelor’s: Finance (Required)

WORK EXPERIENCE

General Experience - 13 months to 3 years

• Support the execution of cross-functional initiatives to enhance client and employee experience, including those related to operations, technology, and digital enablement.
• Develop and iterate strategic presentations and executive-level materials that communicate findings, progress, and recommendations.
• Conduct qualitative and quantitative analysis and reporting to identify improvement opportunities and support strategic decisions.
• Collaborate with Investment Banking senior management and functional leaders across HR, Technology, Marking, and Operations to deliver business solutions
• Coordinate problem-solving efforts with cross-disciplinary teams to address organizational inefficiencies and implement scalable solutions
• Build and maintain partnerships within and across business functions to assess existing practices, identify opportunities and develop plans to enhance and maintain exceptional employee and client experience.
• Participate in business process improvement initiatives, including those involving automation or digital tooling.
• Support AI and technology-related efforts, including evaluation, adoption, and integration of tools that enable employee productivity and client engagement.
• Perform other duties and responsibilities as assigned and needed.