Banking Analyst jobs in United States, California, San Francisco

Essential Responsibilities:

• Lead advanced data analysis projects, applying statistical models and predictive techniques.
• Mentor junior analysts and provide guidance on best practices in analytics.
• Develop actionable insights and recommendations for senior business stakeholders.
• Design, build, and maintain advanced dashboards and data visualizations.
• Partner with business leaders to identify new opportunities for data-driven improvements.

Expected Qualifications:

• 3+ years relevant experience and a Bachelor’s degree OR Any equivalent combination of education and experience.

* ideally candidate should have 5yrs - 8 yrs of full time industry experience

* solid understand of business domains and lifecycle

* able to act and solve quickly
* solid in SQL and Python

Travel Percent:

The total compensation for this practice may include an annual performance bonus (or other incentive compensation, as applicable), equity, and medical, dental, vision, and other benefits. For more information, visit .

Our Benefits:

Any general requests for consideration of your skills, please

Job Description:

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

This job is responsible for partnering with Merrill Financial Advisors (FAs) to deliver banking and borrowing solutions to their clients. Key responsibilities include creating relationships with FAs to deepen Merrill client relationships by connecting them to consumer banking solutions and providing ongoing servicing of those solutions. Job expectations include providing comprehensive banking solutions to clients, serving as a digital product expert, as well as identifying and encouraging FA client referrals to other Bank of America specialists.

Responsibilities:

• Emphasizes broader banking implications and benefits to Financial Advisors (FAs) and their teams to promote incorporation of banking into day-to-day FA practices and operations
• Partners with Financial Advisor teams to educate clients on banking products and help navigate complex client situations
• Delivers a high-quality client experience that is consistent with the expectations of a Wealth Management client by providing comprehensive financial solutions to clients, including managing expenses, building wealth, and managing debt
• Ensures exceptional client service quality delivery by supporting the operational execution of tasks and conducting follow-up routines to meet client needs
• Understands and accesses the full breadth of resources across the bank to create opportunities that meet a client's diverse financial needs

Skills:

• Account Management
• Client Solutions Advisory
• Customer and Client Focus
• Influence
• Relationship Building
• Advisory
• Client Experience Branding
• Executive Presence
• Networking
• Sales Performance Management
• Attention to Detail
• Pipeline Management
• Presentation Skills
• Prioritization
• Referral Identification

High School Diploma / GED / Secondary School or equivalent

Essential Responsibilities:

• Engage with team members to contribute to pricing solutions and suggest efficiencies.
• Assist in the collection and analysis of pricing data to support decision-making processes.
• Follow established processes and procedures to ensure accurate pricing implementation.
• Collaborate with peers to share insights and improve overall pricing strategies.
• Participate in team meetings to discuss pricing initiatives and provide input on projects.

Expected Qualifications:

• 1+ years relevant experience and a Bachelor’s degree OR Any equivalent combination of education and experience.

Preferred Qualifications:

• 3+ years relevant experience in finance, pricing, payments, strategy, banking, consulting, investor relations, equity research, or equivalent experience.
• Bachelor’s degree.
• Strong financial analytical skills. Excel is required, SQL is preferred but not required.
• Strong communication and presentation skills.
• Proactive, resourceful and demonstrate intellectual curiosity.

Additional Responsibilities

• Develop reports and presentations to communicate pricing strategies and outcomes to stakeholders.
• Explore alternative solutions to pricing challenges and recommend appropriate actions.
• Influence sales leadership and other cross-functional teams in thinking through complex business models of extending our value props.
• Build financial & analytical nuances across the dimensions of customer segments, products, and markets to find the right balance of trade.
• Be fully immersed in supporting the iterations of deal negotiation as a trusted partner to the sales team – sales pitches, term sheets and contracts, leadership presentations, etc.
• Build and maintain relationships with key stakeholders within sales, product, finance, and other functional teams. Engage in the cadence/process of interactions, be a team player, and a positive influence on others.

Travel Percent:

The total compensation for this practice may include an annual performance bonus (or other incentive compensation, as applicable), equity, and medical, dental, vision, and other benefits. For more information, visit .

Our Benefits:

Any general requests for consideration of your skills, please

Essential Responsibilities:

• Support planning and forecasting processes
• Review business performance on regular cadences (weekly, monthly,quarterly)Collaboratewith stakeholders to gather inputs and summarize insights
• Produce executive-level presentations
• Work closely with the finance and technical teams to drive process and system improvements
• Facilitate discussions with various stakeholders, manage expectations, and collaborate cross-functionally
• Consult with finance leads to review and discuss key issues, risks, and dependencies for assigned initiatives
• Document and escalate potential risks/issues, assist in developing mitigation strategies, and support their implementation

Expected Qualifications:

• 3+ years relevant experience and a Bachelor’s degree OR Any equivalent combination of education and experience.

Key responsibilities of this role are:

• Support planning and forecasting for PayPal Transaction Loss and work with Risk & BI teams to produce weekly, monthly and quarterly reports, review quarterly forecasts and annual budgets acrossproducts/segments/regions.
• Play a key role during the month-end and quarter-end close cycles.
• Help maintain the Forecast Reserve Adequacy Model (FRAMe) for PayPal and its main cross-properties, ensuring appropriate reserve levels and adherence to audit/controllership principles.
• Partner with Risk BI/GOAL team to transform our forecasting and reporting capabilities towards a customer-based view and while providing proactive and action-oriented Transaction Loss insights to BU Leadership & BU FP&A partners.
• Derive actionable insights based on quantitative and qualitative research, discover new opportunities and identify the gaps to grow and optimize business through deep dive analysis on very large quantities of data.
• Support Finance process and system improvements, partnering with global FP&A/Analytics and technology teams.

• Successfully collaborate with Transaction Loss FP&A colleagues, and the broader FP&A community including BU & Global Markets FP&A.
• Take part in process transformation workstreams aiming at creating more robust processes in line with the company-wide effort.

Preferred Qualifications:

• Bachelor's or Master’s degree in Finance, Accounting, Economics, Engineering or related field.
• Experience gained in FP&A, strategic finance, investment banking, management consulting or risk management; ideally in fast-paced, agile and growth environments.
• Demonstrated experience in financial modeling, forecasting, and analysis. Strong Excel and PowerPoint skills. Experience with database products is a plus (i.e. Essbase, SQL, Python, SAP).
• Thorough understanding and experience of working with large customer and transactional datasets and true desire to understand the drivers of the business.
• Ability to effectively manage projects/ results oriented.
• Strong communication skills and experience distilling and presenting complex financial analyses into action-oriented recommendations.
• Strong interpersonal and teamwork skills: ability to work across functions, organization & geographies and influence peers and more senior colleagues.

Travel Percent:

The total compensation for this practice may include an annual performance bonus (or other incentive compensation, as applicable), equity, and medical, dental, vision, and other benefits. For more information, visit .

Our Benefits:

Any general requests for consideration of your skills, please

• Bachelor’s degree or equivalent practical experience.
• 5 years of experience with software development in one or more programming languages.
• 3 years of experience testing, maintaining, or launching software products, and 1 year of experience with software design and architecture.
• Experience with Android application development, including UI development.

• Master's degree or PhD in Computer Science or related technical field.
• 5 years of experience with data structures, or algorithms.
• Experience building for the Web, Chromium, or Android, or an interest in both.
• Experience with scalable networking technologies (e.g., Load Balancers, Firewalls) and web standards (e.g., REST APIs, gRPC, Websockets).