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Financial Services Associate

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Location: Washington, DC, United States
Date Posted:



The team of experts are looking for highly energetic, junior level financial professionals who are eager to build on their experience working in financial services and the banking industry. This role demands use of analytical ability and strong organizational skills to solve complex problems. The work will involve both execution and oversight of engagement work streams that may be either qualitative or quantitative in nature, and responsibilities include: business process reviews, current state assessments, developing roadmaps to improve operations, compliance or control, assisting clients with technology enablement and dashboard reporting, financial and accounting reviews, management of junior staff, quality control, development and presentation of client deliverables, management of existing client relationships, industry research, and expansion of business.      


  • Work directly with senior professionals to execute various financial institution advisory projects related to consumer finance products. 
  • Functional areas of work encompass regulatory, risk and controls; finance and accounting; technology enablement; and business process optimization.
  • Works on data intensive projects, including analytics, governance, and manipulation, to support a variety of financial risk initiatives.
  • Plan and manage all aspects or certain aspects of client engagements depending on their size and complexity.
  • Demonstrate creativity and efficient use of relevant software tools, analytical methods and computer models to develop solutions.
  • Participate in group practice meetings, contribute to business development initiatives and office functions such as staff training and recruiting.
  • Prioritize assignments and responsibilities in order to meet goals and deadlines.

Financial Industry / Product Knowledge     

Prior work experience with Financial Institutions and / or management consulting involved with the following activities is highly preferred:     

  • Banking
  • Mortgage (originators, servicers, secondary marketing, GSEs)
  • Auto Finance
  • Student Loans
  • Commercial Loans
  • Cyber Security / Data Privacy
  • Insurance

Functional Capabilities     

Prior skills or experience working in the following topical areas is highly preferred:     

  • Risk and Control Assessments;
  • Process mapping/flows;
  • Assessment of compliance with consumer regulations (CFPB / OCC / Federal Reserve / State Law Requirements);
  • Business process remediation;
  • Consumer compliance testing and financial harm analysis;
  • Business analysts (user requirement development / user acceptance testing);
  • Quantitative / Qualitative analysis;
  • Valuation of financial instruments;
  • Project / program managers.


  • A Bachelor's degree in business, accounting, finance, economics, statistics, or a related field. MBA, M.A., M.S. is highly preferred;
  • Must have one to two (1-2) years’ experience to include interning (preferably with a Big Four) with a focus on financial services is highly preferred;
  • Strong PowerPoint presentation skills/techniques.  Ability to create decks and agendas that provide robust transparency as to project status;
  • Proven capability with MS Excel. A desire to expand those capabilities is required, as is the ability to train others to use such tools;
  • Desire and ability to manage processes and other more junior staff, as necessary;
  • Commitment to producing high quality analyses and attention to details;
  • Keen interest in economic or financial analyses and research;
  • Strong verbal and written communication skills; and
  • Ability to travel to client sites on demand required.

Salary Range: $70,000- $135,000 annually     


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