Location:
New York, NY (Hybrid) Employment Type:
Full-Time Industry:
Investment Banking / Financial Services Experience Level:
Analyst / Early Career Compensation:
Competitive base salary + performance bonus (varies by employer)
About This Opportunity This posting represents the type of
Financial Institutions Strategist
roles featured within the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer.
Members of the Career Launch AI platform gain access to exclusive finance, consulting, and technology opportunities that may not appear on public job boards. This description reflects a typical early-career financial institutions strategy role accessible through our network.
More information is available at careerlaunch.ai.
Representative Role Overview A leading investment bank, advisory firm, or financial services institution may seek a
Financial Institutions Strategist
to support advisory and strategic initiatives across banks, asset managers, insurance companies, fintech firms, and other financial institutions.
This role combines analytical rigor with sector-focused strategic insight. Professionals in this position support transactions, capital strategy, competitive positioning, regulatory impact analysis, and long-term growth initiatives within the Financial Institutions Group (FIG).
These roles are well-suited for candidates seeking deep exposure to the financial services sector, complex transactions, and high-impact strategic advisory work.
Key Responsibilities Conduct financial and strategic analysis across banks, insurers, asset managers, specialty finance, and fintech companies
Build and maintain financial models (valuation, capital adequacy, merger scenarios, return analysis)
Support M&A, capital raising, restructuring, and balance sheet optimization initiatives within the financial institutions sector
Analyze regulatory frameworks, capital requirements, and industry trends affecting financial institutions
Develop pitch materials, strategic presentations, and client-facing deliverables
Perform peer benchmarking, profitability analysis, and business model assessments
Assist in transaction execution, due diligence coordination, and data analysis
Collaborate with senior bankers and sector specialists on client strategy and growth initiatives
Desired Qualifications Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related discipline
Strong interest in financial institutions, banking models, insurance, asset management, or fintech
Advanced financial modeling and valuation skills
Strong analytical, quantitative, and problem-solving abilities
Excellent written and verbal communication skills
Ability to manage multiple workstreams in a fast-paced, deadline-driven environment
High attention to detail and strong organizational skills
Prior internship or experience in investment banking, FIG advisory, consulting, financial services, or corporate strategy preferred
Proficiency in Excel, PowerPoint, and financial research platforms
Why This Posting Matters This
Financial Institutions Strategist
description reflects the types of opportunities available exclusively to Career Launch AI members, including:
Roles shared directly with Career Launch AI by employers
Opportunities not posted publicly
Warm introductions to hiring managers and recruiters
AI-supported job targeting and application support
Interview coaching and preparation
Career Launch AI members gain access to over 1,000+ curated roles across:
Investment Banking
Private Equity & Venture Capital
Corporate Finance
Technology (FAANG-level and startups)
Product Management
Data, Operations, and more
How Career Launch AI Helps Candidates Career Launch AI is a career acceleration platform designed to help job seekers secure competitive roles more efficiently. Members receive:
AI-powered job application automation
Warm introductions to decision-makers
Sector-specific resume optimization
Interview preparation and ongoing support
This posting is an example of the types of positions members may pursue through the platform.
How to Access Opportunities Like This To be considered for roles of this type, candidates must enroll in the Career Launch AI platform.
Career Launch Assessment Link: https://careerlaunch.ai/assessment
#J-18808-Ljbffr
New York, NY (Hybrid) Employment Type:
Full-Time Industry:
Investment Banking / Financial Services Experience Level:
Analyst / Early Career Compensation:
Competitive base salary + performance bonus (varies by employer)
About This Opportunity This posting represents the type of
Financial Institutions Strategist
roles featured within the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer.
Members of the Career Launch AI platform gain access to exclusive finance, consulting, and technology opportunities that may not appear on public job boards. This description reflects a typical early-career financial institutions strategy role accessible through our network.
More information is available at careerlaunch.ai.
Representative Role Overview A leading investment bank, advisory firm, or financial services institution may seek a
Financial Institutions Strategist
to support advisory and strategic initiatives across banks, asset managers, insurance companies, fintech firms, and other financial institutions.
This role combines analytical rigor with sector-focused strategic insight. Professionals in this position support transactions, capital strategy, competitive positioning, regulatory impact analysis, and long-term growth initiatives within the Financial Institutions Group (FIG).
These roles are well-suited for candidates seeking deep exposure to the financial services sector, complex transactions, and high-impact strategic advisory work.
Key Responsibilities Conduct financial and strategic analysis across banks, insurers, asset managers, specialty finance, and fintech companies
Build and maintain financial models (valuation, capital adequacy, merger scenarios, return analysis)
Support M&A, capital raising, restructuring, and balance sheet optimization initiatives within the financial institutions sector
Analyze regulatory frameworks, capital requirements, and industry trends affecting financial institutions
Develop pitch materials, strategic presentations, and client-facing deliverables
Perform peer benchmarking, profitability analysis, and business model assessments
Assist in transaction execution, due diligence coordination, and data analysis
Collaborate with senior bankers and sector specialists on client strategy and growth initiatives
Desired Qualifications Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related discipline
Strong interest in financial institutions, banking models, insurance, asset management, or fintech
Advanced financial modeling and valuation skills
Strong analytical, quantitative, and problem-solving abilities
Excellent written and verbal communication skills
Ability to manage multiple workstreams in a fast-paced, deadline-driven environment
High attention to detail and strong organizational skills
Prior internship or experience in investment banking, FIG advisory, consulting, financial services, or corporate strategy preferred
Proficiency in Excel, PowerPoint, and financial research platforms
Why This Posting Matters This
Financial Institutions Strategist
description reflects the types of opportunities available exclusively to Career Launch AI members, including:
Roles shared directly with Career Launch AI by employers
Opportunities not posted publicly
Warm introductions to hiring managers and recruiters
AI-supported job targeting and application support
Interview coaching and preparation
Career Launch AI members gain access to over 1,000+ curated roles across:
Investment Banking
Private Equity & Venture Capital
Corporate Finance
Technology (FAANG-level and startups)
Product Management
Data, Operations, and more
How Career Launch AI Helps Candidates Career Launch AI is a career acceleration platform designed to help job seekers secure competitive roles more efficiently. Members receive:
AI-powered job application automation
Warm introductions to decision-makers
Sector-specific resume optimization
Interview preparation and ongoing support
This posting is an example of the types of positions members may pursue through the platform.
How to Access Opportunities Like This To be considered for roles of this type, candidates must enroll in the Career Launch AI platform.
Career Launch Assessment Link: https://careerlaunch.ai/assessment
#J-18808-Ljbffr