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Job Summary

The Experience Summer 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.

Essential Duties and Responsibilities

+ Support the execution ofcross-functional initiativestoenhanceclient and employee experience, including those related to operations, technology, and digital enablement.

+ Develop and iterate strategic presentationsand executive-level materials that communicate findings, progress, and recommendations.

+ Conduct qualitative and quantitative analysis and reporting toidentifyimprovement opportunities and support strategic decisions.

+ Collaborate with Investment Banking senior managementandfunctional leaders across HR, Technology, Marking, and Operations to deliver business solutions

+ Coordinateproblem-solving efforts with cross-disciplinary teams to address organizational inefficiencies and implement scalable solutions

+ Build andmaintainpartnerships within and across business functions to assess existing practices,identifyopportunities and develop plans to enhance andmaintainexceptional 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.

Knowledge, Skills, and Abilities

Knowledge of

+ Concepts, principles,and practices of Investment Banking& Capital Markets.

+ Financial markets and productspreferred.

+ Technology and AI tools

+ Problem-solving and operational improvement frameworks and change management techniques

Skill in

+ Analytical and data-driven abilities.Proficiencyin 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.

+ Deliverhigh standardsof quality and evaluate products, services, and own performance against those standards.

+ Operating standard office equipment and using required softwareapplicationto produce correspondence, reports, electronic communication, and spreadsheets.

+ Strong communicationskills and ability to work well within a team.

Ability to

+ Structure and communicate complex ideas, both orally and in writing, to senior stakeholders.

+ Balance conflictingresourceand priority demands.

+ Collaborate across functional areas in a fast-paced, matrixed organization.

+ Establish andmaintaineffective working relationships at all levels of the organization.

+ Organize and track multiple detailed tasks and assignments withfrequentlychanging priorities and deadlines in a fast-paced work environment with frequent interruptions.

+ Interpret and apply policies andidentifyand recommend changes asappropriate.

+ Work independently as well as collaboratively within a team environment.

+ Identifyrequired tasks, developtimelinesandexecute.

+ Project a positive, professional image both internaland withexternal business contacts.

+ Convey information clearly and effectively through both formal and informal documents.

Education/** **Previous** **Experience

+ Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD).

+ Currentlyenrolled in an accredited undergraduate degree program.

+ OR ~

+ Any equivalent combination of experience, education, and/or training as approved by Human Resources.

Licenses/Certifications

+ Nonerequired

Travel

**Travel Required:** Yes, up to 15 % of the time. Travel may include periodic trips for team offsites or cross-functional collaboration efforts.

Location - New York, NY or St. Petersburg, FL