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Banking Research Analyst Jobs (NOW HIRING)

Investment Research Analyst

Dallas, TX · On-site

$100 - $125/hr

The Research Analyst is also responsible for monitoring assigned investment holdings and assisting ... management, wealth management, banking or capital markets Strong Knowledge of alternative ...

Equity Research Analyst

Milwaukee, WI · On-site

$80 - $100/hr

... banking. Baird delivers high-quality, objective research in the sectors where our clients seek ... Our dedicated analyst teams provide comprehensive, award-winning coverage of over 725+ stocks. We ...

BTIG's Research and Strategy Team has over 30 publishing analysts that offer in-depth, fundamental ... BTIG is a global financial services firm specializing in institutional trading, investment banking ...

BTIG's Research and Strategy Team has over 30 publishing analysts that offer in-depth, fundamental ... BTIG is a global financial services firm specializing in institutional trading, investment banking ...

The analyst will conduct research, serve as primary and / or a secondary author on written reports ... banking, or equity / credit research. * Knowledge of insurance products and technology ...

The analyst will conduct research, serve as primary and / or a secondary author on written reports ... banking, or equity / credit research. * Knowledge of insurance products and technology ...

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Banking Research Analyst information

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$38.5K

$74K

$99.5K

How much do banking research analyst jobs pay per year?

As of Sep 7, 2026, the average yearly pay for banking research analyst in the United States is $73,965.00, according to ZipRecruiter salary data. Most workers in this role earn between $57,000.00 and $98,500.00 per year, depending on experience, location, and employer.

What does a banking research analyst do?

A Banking Research Analyst studies financial data, economic trends, and market conditions to provide insights and recommendations for banks and financial institutions. They analyze financial statements, industry reports, and macroeconomic indicators to help guide investment strategies, risk management, and business decisions. Their work supports senior management, traders, and clients by delivering research reports, forecasts, and strategic advice.

What are the key skills and qualifications needed to thrive as a banking research analyst?

To thrive as a Banking Research Analyst, you need strong analytical abilities, financial modeling skills, and a solid understanding of banking and financial markets, typically supported by a degree in finance, economics, or a related field. Proficiency in tools such as Excel, Bloomberg Terminal, and data analysis software, as well as certifications like CFA, are commonly required. Exceptional attention to detail, communication skills, and the ability to synthesize complex data into actionable insights are standout soft skills. These competencies are crucial for producing accurate research, supporting strategic decisions, and delivering value to clients and stakeholders in a competitive banking environment.

What are some common challenges banking research analysts face when analyzing financial markets and institutions?

Banking Research Analysts often encounter challenges such as keeping up with rapidly changing market conditions, interpreting large volumes of financial data, and adapting to new regulatory requirements. They must synthesize information from diverse sources to provide accurate, actionable insights for clients or internal stakeholders. Additionally, collaborating effectively with colleagues in investment, risk, and compliance teams is essential to ensure comprehensive analysis and well-informed recommendations.

What is the difference between Banking Research Analyst vs Financial Analyst?

AspectBanking Research AnalystFinancial Analyst
Required CredentialsBachelor's degree in finance, economics, or related field; certifications like CFA are commonBachelor's degree in finance, accounting, or related; CFA preferred
Work EnvironmentFinancial institutions, banks, research firmsCorporations, investment firms, banks
Industry UsageFocuses on banking sector trends, bank performance, and market analysisAnalyzes company financials, investment opportunities, and market data

While both roles involve financial analysis, Banking Research Analysts specialize in the banking sector, assessing bank performance and market trends, whereas Financial Analysts have a broader scope, evaluating various industries and investment options.

More about Banking Research Analyst jobs

What cities are hiring for Banking Research Analyst jobs?

Cities with the most Banking Research Analyst job openings:

Infographic showing various Banking Research Analyst job openings in the United States as of August 2026, with employment types broken down into 1% Internship, 1% As Needed, 84% Full Time, 11% Part Time, 1% Temporary, and 2% Contract. Highlights an 84% Physical, 4% Hybrid, and 12% Remote job distribution, with an average salary of $73,965 per year, or $35.6 per hour.

Full-time

Re-posted 14 days ago


Western & Southern Financial Group rating

9.0

Company rating: 9.0 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

38th of 315 rated insurance


Job description

Overview
The Research Analyst is a member of the Private Equity Operations team with responsibilities relating to supporting the Private Equity (PE) business unit. The Research Analyst performs analysis related to trends in the Private Equity industry, performance of FWCP's PE Investments and forecasted performance and cash flow needs for existing and future PE Investments. The Analyst will communicate the findings to senior members of the PE team. Additional analysis includes ad hoc requests from the PE business unit, including developing models to analyze fund investment performance, refinance/swap/currency analysis and buyout/venture/secondary analysis. Position is also primarily responsible for creation of FWIA Private Equity's quarterly reporting, annual meeting presentations and Advisory Board meeting presentations. The Analyst will hold annual calls with underlying fund CFOs to understand the status of the fund and prospects for the future. Position participates in deal teams of other investment professionals, handling detailed evaluation of investment opportunities and serving on deal teams for due diligence. In addition, the Analyst may be responsible for preparing documentation, reporting and analysis to aid the investment managers and deal teams. Responsible for making a moderate range of decisions, escalating to manager when necessary and updating manager on a regular basis.
Responsibilities
What you will do:
  • Creates FWCP's quarterly reports, including writing the commentary, annual meeting presentations and Advisory Board meeting presentations.
  • Analyzes historical performance of every underlying fund as well as anticipated performance and cash flow needs. Hold call with CFO of underlying funds to facilitate this analysis.
  • Performs ad hoc analysis as requested by the PE business unit, including developing models to analyze fund investment performance, refinance/swap/currency analysis and buyout/venture/secondary analysis.
  • Conducts research on news and trends within the Private Equity market related to firms, people, investments and markets, and communicates findings to members of the PE team.
  • Conducts research on companies and funds within assigned market segments, and formally reports to senior management.
  • Creates and updates PE market slides for pitch books and presentations to prospective investors.
  • Provides analysis to support the monitoring of Western & Southern alternative asset portfolios.
  • Performs the initial screening and due diligence processes for potential investments, including documentation, based upon established criteria.
  • Participates as an active member of the team with specific assignments related to the due diligence process for prospective investments working as directed by investment managers.
  • Interacts and communicates with private equity firms, placement agents, investment bankers, entrepreneurs, CEOs, consultants and clients.
  • Participates in discussions and reference calls on backgrounds, and tracks records of leaders of prospective investments.
  • Builds Excel models and other ad hoc analysis to evaluate potential investments and investment results of current investments.
  • Drafts investment recommendations and presents to the Investment Committee, as directed by the Investment Analyst when appropriate.
  • Performs other duties as assigned.
  • Complies with all policies and standards.

Qualifications
  • Bachelor's Degree - Required
  • Extensive experience working independently to make decisions and demonstrate initiative in completing tasks accurately and on a timely basis. Experience must include identifying, defining and resolving problems and collecting or interpreting data to establish facts and draw valid conclusions. - Required
  • Proven outstanding work and/or academic track record with a demonstrated history of achievement. -
  • Proven quantitative skills (e.g., economics, mathematics, etc.). -
  • Demonstrated excellent verbal and written communication skills with ability to convey information, verbally and in writing, to internal and external customers in a clear, accurate, focused and concise manner. Demonstrated ability to document procedures and activities in a manner that is understandable to others and prepared using a prescribed format. Verbal and written communications are to conform to proper rules of punctuation, grammar, diction and style. -
  • Demonstrated ability to effectively interact and communicate with all levels of staff and management. -
  • Must demonstrate strong attention to detail with excellent organizational skills and process orientation. Expected to cite examples of organization and time management methods used to manage or prioritize workload demands. -
  • Demonstrated ability to handle confidential information. -
  • Proven strong analytical skills. -
  • Demonstrated maturity in dealing with a variety of people at various levels. -
  • Proficient in word processing and spreadsheet applications. -
Work Setting/Position Demands:
  • Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
  • Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
  • Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
  • Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
  • Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
  • Performs substantial movement of wrists, hands, and fingers for continuous computer work.
  • Extended hours required during peak workloads or special projects/events.
Travel Requirements:
  • Some travel.

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