GBM Finance & Strategy Analyst – M&A

GBM Finance & Strategy Analyst – M&A

Opportunity Overview

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CORPORATE TITLEAnalyst

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OFFICE LOCATION(S)Salt Lake City

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JOB FUNCTIONDivisional CFO

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DIVISIONGlobal Banking & Markets

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The primary responsibilities for this role include the collection and analysis of highly confidential management information for the Mergers and Acquisitions (“M&A”) business. The individual will work closely with investment banking teams as well as the broader GBM finance & strategy team. The individual would also assist in ad-hoc analysis and reporting.

Principal Responsibilities:

• Daily review and maintenance of confidential information
• Responsible for p&l and pipeline review driving weekly reporting
• Liaison between M&A Finance and investment bankers and other divisions
• Assist in weekly and ad-hoc reporting
• Assist in budgeting and planning for Business Unit Reviews
• Ad-hoc requests

Skills / Experience

• Good judgment, analytical capability, committed and flexible
• Detailed oriented; ability to multi-task
• Organized, clear and confident in written and oral communication
• Ability to meet tight deadlines and prioritize workload
• Proficient in MS Office (i.e. Excel, Word, PowerPoint); Tableau knowledge a plus
• Proactive, enthusiastic and team oriented
• Ability to adapt to new technology

Basic Qualifications

• Bachelor’s degree (Finance or Accounting a plus)

We Offer Best-In-Class Benefits

Healthcare & Medical Insurance

We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.

Holiday & Vacation Policies

We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.

Financial Wellness & Retirement

We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.

Health Services

We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.

Fitness

To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).

Child Care & Family Care

We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.

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