Review and analyze financial and strategic opportunities (M&A, partnerships, investments) and present findings and recommendations to senior managers, explaining implications to the Bank’s near-term performance and long-term strategic goals. Support Corporate Finance and Investor Relations teams during the quarterly earnings process as well as on an ad-hoc basis in dealing with investors and equity analysts. Aid in preparation of investor presentation, press release and other relevant documents ... more details
At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.
Position Title: Analyst/Senior Analyst
Report to Manager: Head of Investor Relations and Strategic Finance
Department: Corporate Development, Corporate Finance and Investor Relations
Location: New York/Hybrid
Salary Range: The expected salary range for this position is $100,000 - $125,000. This is a good faith estimate of what we expect to pay for this position. The final salary figure will consider skill level, experience, and location.
Who is Customers Bank?
Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with.
We get you further, faster.
Focused on you: We provide every customer with a single point of contact. A dedicated team member who’s committed to meeting your needs today and tomorrow.
On the leading edge: We’re innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead.
Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we’re a partner you can trust.
What you’ll do:
Customers Bank (“Bank”) has an immediate opening for an Analyst/Senior Analyst within its Finance Group, specifically focused on Corporate Development, Corporate Finance and Investor Relations.
The individual will support Corporate Development for special projects and initiatives that the Bank pursues. For example, the Bank hired ten Business and Commercial Banking teams from Flagstar/former Signature Bank in April 2024. Other examples include management of the Bank’s strategic investment portfolio and pursuing strategic financial initiatives.
The individual will support Corporate Finance and Investor Relations individual teams during the quarterly earnings process and aid in preparation of earning calls with investors and analysts. The individual will lead scenario analysis on the impact of key items (loan growth, deposit rates, deposit betas, etc.) on the key performance metrics.
This is a highly strategic role and will have regular interaction with Heads of Investor Relations, Corporate Planning and Strategic Finance as well as the Chief Financial Officer and other C-Suite Executives. The successful candidate will have the opportunity for a high degree of autonomy in conducting financial and strategic analysis and driving decision making on key initiatives for the Bank.
At Customers Bank, we believe in working hard, being innovative to drive efficiencies and working collaboratively to deliver consistently improving outcomes. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.
Responsibilities:
- Review and analyze financial and strategic opportunities (M&A, partnerships, investments) and present findings and recommendations to senior managers, explaining implications to the Bank’s near-term performance and long-term strategic goals.
- Support Corporate Finance and Investor Relations teams during the quarterly earnings process as well as on an ad-hoc basis in dealing with investors and equity analysts.
- Aid in preparation of investor presentation, press release and other relevant documents for a publicly traded company at the end of each quarter.
- Conduct quantitative and qualitative benchmarking analyses that support financial and strategic decision making.
- Lead the scenario analysis on the impact of key items (loan growth, deposit rates, deposit betas, etc.) on key performance metrics.
- Enhance controls and streamline processes, introducing automation where possible.
- Foster collaborative relationships with business teams, implement new processes and drive continuous improvement.
What do you need?
- Minimum 2+ years of investment banking, consulting experience or corporate FP&A.
- Financial services industry experience is preferred, but not required.
- Demonstrated experience with quantitative and qualitative analysis across financial products, performance analysis, project management of financial planning projects, developing data reporting, and analytics processes.
- Strong analytical, financial modeling and problem-solving capabilities.
- Demonstrated ability to collaborate and effectively communicate with key stakeholders, cross-functional partners and senior leadership.
- Strong work ethic and self-initiative, with the demonstrated ability to meet deadlines in a fast-paced and dynamic work environment.
- Willingness to embrace unstructured environments and problems and analyze large data sets.
- Solid organization skills and the ability to manage multiple and competing priorities while achieving superior results.
- Strong attention to detail.
- Ability to communicate clearly, both verbally and in writing, at all levels within the organization and externally.
- Commitment to exemplifying the highest integrity and professional business standards, while exercising the utmost discretion in managing sensitive information.
- Strong interpersonal skills with the ability to work independently and as part of a team.
Education:
- Bachelor’s degree, preferably in finance, accounting or economics, but not required with relevant previous work experience.
- Strong academic credentials.
Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
We also provide “reasonable accommodations”, upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws.
Diversity Statement:
At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let’s take on tomorrow.
