About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

You will support the Middle Market team by producing executive-ready materials, managing projects, analyzing data, and maintaining content repositories that enable senior bankers and leadership to execute strategy.

• Organize and manage projects from direction to delivery; translate high-level requests into clear, executable plans and work with partners to close projects.
• Create executive presentations, board materials, agendas, executive summaries, action-item trackers, spreadsheets, and other content for leadership routines and town halls.
• Maintain Teams / SharePoint sites and keep content up to date and discoverable.
• Contribute to development and tracking of strategic initiatives and the business’ strategic plan.
• Analyze data, draw insights, and provide recommendations to support business decision-making.
• Assist teammates with special projects, research, and ad-hoc analysis as required.

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Who You Are

An entry-level professional with strong communication and analytical skills who can produce polished presentations and manage multiple priorities.

• Bachelor’s degree (undergraduate) or equivalent.
• Entry-level; internships or prior exposure to financial services preferred.
• Proven ability to create executive-level PowerPoint presentations.
• Strong written and verbal communication skills.
• Strong analytical and problem-solving skills.
• Proficient in Microsoft PowerPoint and Excel; experience with SharePoint/Teams.
• Project management knowledge or experience is a plus.
• Curious, detail-oriented, a self-starter, and a collaborative team player.

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Competencies & Work Style

• Strong time management and ability to prioritize across multiple projects.
• High attention to detail and learning agility.
• Positive, professional demeanor and ability to collaborate across levels.
• Able to work with moderate direction and escalate when needed.

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Employment Type & Location

• Employment type: Full-time
• Location: New York, NY (on-site / hybrid as required by the client)

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Compensation & Benefits

We are committed to pay transparency. The posted base pay range for this role is:

• $52,570.50 - $86,911.00 per year

Actual starting base pay will be determined based on location, experience, and other non-discriminatory factors permitted by law. Total compensation may include incentives or bonuses. Our client provides access to benefits such as medical, dental, vision, life, disability insurance, and leave programs.

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Legal & Compliance

This role requires adherence to all applicable federal, state, and local laws and regulations, including completion of required compliance training. The Confidential Client is an equal opportunity employer.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.