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Analyst, Corporate Functions Rotational Program

Apply Req ID: oG8uhfwj Date posted 11/09/2021


Summary of Responsibilities:

The Analyst, Corporate Functions Rotational Program (CFR) is for recent college graduates selected to participate in a 24-month rotational development program designed to develop them into future leaders of the organization. The program will provide advanced training and exposure to the Financial Services industry. During the program, the Rotational Analyst will participate in four 6-month rotational assignments in Finance, Audit, Compliance and Risk. This role has a high level of visibility to key stakeholders, including management and executive leadership teams.

Essential Functions:

  • Presents key insights and findings to assigned line of business leadership
  • Develops, analyzes, and presents relevant findings to business leads with line of business
  • Supports the development of key initiatives with assigned line of business
  • Liaises with internal departments within assigned line of business to ensure organizational alignment
  • Conducts ad-hoc projects and analyses as requested
  • Additional duties as requested


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions


  • Education -
    • Bachelor's Degree: Business-related field or equivalent degree
  • Experience -
    • 0-3 years Banking or Financial Services preferred
    • 0-3 years Internship experience in Corporate Finance, Audit, Compliance and Risk
  • Skills & Abilities -
    • Ability to follow guidelines and procedures
    • Ability to prioritize tasks and projects according to departmental priorities
    • Ability to be flexible, adapt to changing priorities and deadlines
    • Ability to work on multiple projects simultaneously
    • Ability to research, organize and analyze job-related data
    • Ability to work independently and collaboratively as part of a team
    • Ability to manage and uphold departmental standards
    • Ability to work in an environment that supports employees from all backgrounds and fosters an environment of inclusion
    • Broad knowledge of financial services
    • Strong Microsoft Office (Excel, Word, Access, PowerPoint) skills
    • Strong interpersonal skills
    • Strong verbal and written communication skills, organizational skills and project management skills


  • Collaboration - Teamwork:
    • Foundational - Learning and Developing
      • Works effectively in team settings
      • Shows appreciation for others' help and lends a hand when needed to complete shared tasks

  • Customer Focus - Customer Understanding:
    • Foundational - Learning and Developing
      • Actively seeks information to understand customer needs

  • Execution - Accountability:
    • Foundational - Learning and Developing
      • Maintains professional behavior at all times in representing the company
      • Does all routine work accurately and on-time; is aware of own impact on others

  • Problem Solving - Problem Identification:
    • Foundational - Learning and Developing
      • Defines issues accurately and identifies the critical components

  • Risk Business Acumen - Product Knowledge:
    • Foundational - Learning and Developing
      • Has basic understanding of organization's flagship products and services
      • Can Identify the risk return of products and services

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

May frequently require minimal physical effort such as sitting, standing, and walking.

Employer’s Rights:

  • This job description does not list all the duties of the job. You may be asked by your supervisors or managers to perform other duties. You will be evaluated in part based upon your performance of the tasks listed in this job description.
  • The employer has the right to revise this job description at any time. This job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.

As a part of our commitment to the health and safety of our employees and clients, we have implemented COVID-related health and safety requirements for our workforce. These requirements may include all or some combination of: disclosing your vaccination status, being fully vaccinated, regular testing, mask wearing and social distancing. As you go through our selection process, the requirements will be clearly disclosed to you.


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