Data Business Analyst, Financial Services

Bip.Monticello Consulting is looking for a talented individual who wants to develop their skills and build a world-class consulting tool kit! At Bip.

Monticello, we offer an alternative path to a highly successful career in management consulting within the financial services industry.

We seek full-time consultants who are business savvy and interested in joining an exceptional team of forward thinkers focused on delivering value for our financial services clients.

Bip.Monticello’s Financial Services practice area has helped our clients embrace uncertainty and drive innovation in capital markets and commercial banking for more than 18 years.

To assist our clients with the next wave of change initiatives, we are seeking management consultants who have experience working on Capital Markets (or similar) projects at leading financial institutions.

Our team of consultants will assess the current state, identify, and remediate issues, and advise on strategic changes to improve the business.

Required Skills and Experience :

• 3+ years of Business analysis experience for a top-tier consulting firm, global investment bank or Fortune 500 company.
• Ability to master complex tasks with minimal supervision and communicate ideas effectively and solve problems creatively.
• Strong analytical and problem-solving skills, with ability to conduct root cause analysis on system, process or production problems and ability to provide viable solutions.
• Strong teamwork skills, with ability to work effectively with project teams to ensure project objectives are achieved and ability to work with technology groups to ensure project issues are resolved.
• Investment Banking / Capital markets experience working on strategic projects.
• Ability to analyze business process and make recommendations for improvements.
• Ability to conduct a gap analysis and provide current state vs future state analysis.
• Bachelor’s degree in Finance, Business, Mathematics, Statistics, Engineering, or Computer Science or related field.

Desired Skills and Experience :

• Solid data skills : ability to work and analyze large data sets.
• Proficient in the following data skills : SQL (Can support user queries and generate ad-hoc reports).
• Intermediate / Advanced knowledge of MS Office (Excel, PowerPoint, Access, etc.).
• Experience with Capital Markets traded products (Equities, Fixed Income, Derivatives, Treasuries, etc.).
• Knowledge of Capital Markets product trade lifecycle including Front-Office, Middle-Office, and Back-Office processing steps.
• Background in Federal Reserve 2052a daily liquidity reporting would be a nice to have.
• Knowledge of Agile to participate in sprint schedules through all phases of the Software Development Life Cycle (SDLC).
• Working knowledge of Alteryx, PowerBi, and Tableau is preferred.

The base salary range for this role is $90,000-$130,000

Take the Next Step Join Us Today!

We are looking for leaders that will effectively drive the future success of both our firm and our clients as we continue up the steep trajectory of Bip.

Monticello’s growth story. The firm has been growing over 25% per annum and with new practice areas and service offerings being rolled out over the next three years, we expect the growth and career opportunities for our consultants to be equally exciting.

Bip.Monticello provides a competitive salary, health and dental & vision insurance, a 401K plan with match, along with paid time off benefits.

For more information about life at Bip.Monticello, visit

It is Bip.Monticello Consulting policy to provide equal employment opportunities to all individuals based on job-related qualifications and ability to perform a job, without regard to age, gender, gender identity, sexual orientation, race, color, religion, creed, national origin, disability, genetic information, veteran status, citizenship or marital status, and to maintain a non-discriminatory environment free from intimidation, harassment or bias based upon these grounds.

BIP.Monticello provides a reasonable range of compensation for our roles. Actual compensation is influenced by a wide array of factors including but not limited to skill set, education, level of experience, and knowledge.