Associate, Markets Planning and Analysis

Help senior leaders see around corners by turning complex financial data into clear insights and actions.

You will partner across Finance and Markets to guide planning, forecasting, and performance reporting that informs critical decisions.

This role offers exposure to firmwide stakeholders and high-impact deliverables for executive management.

If you enjoy rigorous analysis, strong teamwork, and fast-paced priorities, you will thrive with us.

As an Associate in Markets Planning and Analysis in Financial Planning and Analysis, you will coordinate budgeting and forecasting cycles and deliver performance insights through reports and presentations.

You will work closely with business leaders, Finance partners, and Controllers to translate results and outlooks into clear narratives and decision-ready materials.

You will help strengthen our controls and analytical practices so our work is accurate, timely, and scalable.

Job responsibilities


* Coordinate the annual budgeting and mid-year forecasting processes


* Prepare recurring and ad-hoc financial reports on performance and outlook


* Analyze quarterly business performance and key drivers versus plan and prior periods


* Perform competitor benchmarking and summarize implications for leadership discussions


* Support Markets Resolution and Recovery planning activities and deliverables


* Build executive-ready presentations and supporting materials for senior management


* Partner with Business Heads, CFOs, and Controllers to support strategic decision-making


* Contribute to cross-finance strategic initiatives and project workstreams


* Implement controls and best practices to improve accuracy and efficiency of analysis


* Synthesize multiple data sets into cohesive insights, recommendations, and narratives


* Build and maintain strong relationships across firmwide, functional finance, and line-of-business teams

Required qualifications, capabilities, and skills


* Bachelor's degree in Finance, Economics, or Accounting


* 4+ years of relevant financial planning and analysis experience


* Demonstrated ability to manage multiple priorities and shifting deadlines in a fast-paced environment


* Strong quantitative, analytical, and problem-solving skills


* Proven ability to communicate complex concepts clearly in writing and verbally


* Advanced Microsoft Excel and PowerPoint skills


* Experience using Essbase and building analysis from large, multi-source data sets


* High attention to detail with the ability to deliver accurate work under pressure


* Professional judgment, maturity, and personal integrity


* Collaborative mindset and ability to build strong partnerships across teams

Preferred qualifications, capabilities and skills


* Experience financial services experience preferred


* CFA, CPA, or MBA


* Experience supporting earnings and business performance narratives for executive audiences
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