Financial Analyst - Investment Banking Support

About the Position

We are seeking a Financial Analyst - Investment Banking Support to join our dynamic team at RRD. This role offers a unique opportunity for an experienced finance professional to work closely with global investment banking teams on the analysis and financial content that support their day-to-day work. You'll gain exposure to a broad range of companies, industries, financial analyses, and investment banking deliverables.

Responsibilities

• Analyze income statements, balance sheets, consolidated financials, and internal performance reports to support strategic decision-making.
• Interpret financial results to identify trends, compare performance against industry peers and competitors, and extract insights that inform strategic positioning and benchmarking analyses.
• Prepare recurring and ad-hoc deliverables, including Company Profiles, Benchmarking Analyses, Precedent Transactions, Earnings Summaries, Sector Snapshots, and Internal Performance Reviews.
• Develop, maintain, and audit analytical models, spreadsheets, and reporting templates used for benchmarking, company analysis, and performance evaluation.
• Independently manage standard analytical requests from initial intake through final delivery, including confirming requirements, selecting appropriate sources and tools, maintaining supporting backup, and ensuring the completed work addresses the original request.

Requirements

Education:

• Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative discipline (required)
• MBA or CFA (completed or in progress) is a plus

Experience:

• 3+ years of relevant experience in financial analysis, corporate finance, or investment banking support
• Experience supporting or working with bulge bracket investment banks or capital markets teams preferred

Skills:

• Advanced analytical and problem-solving skills with exceptional attention to detail; able to design, audit, and optimize sophisticated Excel spreadsheets and templates.
• Comfortable incorporating approved AI-enabled tools into daily workflows to improve the efficiency and quality of research, analysis, reporting, and content development, while independently validating outputs against underlying sources and maintaining accountability for the final deliverable.
• Familiarity with financial research tools and platforms (e.g., Capital IQ, FactSet, Bloomberg).
• Experience with one or more of Python, SQL, R, or VBA is preferred.
• Effective communication skills, with the ability to distill complex data into clear insights.
• Strong PowerPoint skills; able to create clear, visually polished slides with a sharp eye for formatting, consistency, and detail.
• Strong intellectual curiosity and interest in financial markets, industries, and corporate performance trends.
• Sound professional judgment, with the ability to identify ambiguity, develop clear and comprehensive questions, determine when escalation is appropriate, and communicate effectively with colleagues and bankers.

We Offer

• Competitive salary range: USD 64,000 - USD 98,400 per year.
• Hybrid work location type.
• Comprehensive benefits package including medical, dental, and vision coverage, paid time off, disability insurance, 401(k) with company match, life insurance, parental leave, adoption assistance, tuition assistance, and employer/partner discounts.

About the Company

RRD is a leading global provider of marketing, packaging, print, and supply chain solutions that elevate engagement across the complete customer journey. With 22,000 clients, including 93% of the Fortune 100, and 32,000 employees across 28 countries, RRD brings the expertise, execution, and scale designed to transform customer touchpoints into meaningful moments of impact.

RRD is an Equal Opportunity Employer, including disability/veterans. We value innovation, authenticity, and integrity. All employment offers are contingent upon the successful completion of both a pre-employment background and drug screen.

Apply Now

If you are interested in this opportunity and meet the qualifications, we encourage you to apply. For more information, please refer to the job posting or contact our HR department.