ADVISORY ANALYST JOB DESCRIPTION

An Advisory Analyst is not a generalist researcher. The role carries direct ownership of analytical deliverables that senior consultants and clients use to make strategy decisions, which means a gap in rigor here shows up immediately in a boardroom. Working within a consulting practice that serves enterprise clients across industries, the Advisory Analyst synthesizes current-state assessments, remuneration models, or tax and compliance analyses into structured recommendations. Engagements frequently require CBAP-level process documentation or Big 4 caliber technical memorandums. The work is demanding in scope and precise in standard.

As the Advisory Analyst, you will own the research, analysis, and structured deliverables that translate complex client environments into actionable consulting recommendations, from QTC process assessments to executive remuneration benchmarking. You sit within a practice-area team, working alongside senior consultants and directly supporting client stakeholders who range from operational managers to C-suite decision makers.

Career Impact: Consistent exposure to CBAP-level process work and Big 4 caliber engagements builds the kind of cross-industry analytical track record that opens doors to senior consultant and manager-level roles.

Business Impact: The assessments and models this role produces feed directly into client roadmaps and executive decisions, meaning the accuracy of your analysis determines the quality of outcomes clients act on.

Growth Opportunity: Advisory Analyst experience spanning QTC advisory, reward strategy, and compliance-adjacent consulting broadens your market value into specialized practice areas that command premium seniority tracks.

• Lead current-state assessments of client processes, identifying variances, risks, and scalability constraints across engagements.
• Develop structured deliverables including gap analyses, process diagrams, and strategic roadmaps that support executive decision-making.
• Research client financial history, competitive landscape, and market context to ground recommendations in evidence.
• Synthesize quantitative and qualitative data into reports, presentations, and technical memorandums for senior stakeholders.
• Assess remuneration models and reward program effectiveness against regulatory requirements and market benchmarking data.
• Monitor compliance obligations and internal policy alignment to ensure recommendations meet applicable regulatory standards.
• Support proposal development and collateral preparation in collaboration with senior consultants and sector vertical teams.
• Conduct peer reviews and contribute to the continuous improvement of the practice's analytical frameworks and toolkits.

• Bachelor's degree in Business, MIS, Commerce, Accounting, or a science discipline, or equivalent work experience.
• 3 or more years of analytical or advisory experience within a consulting, professional services, or Big 4 environment.
• Demonstrated ability to structure and communicate complex findings to audiences ranging from operational staff to executive leadership.
• Proven competency in quantitative and qualitative analysis, including process mapping, gap analysis, and data interpretation.
• Strong written communication skills with experience producing Board-quality reports, technical memorandums, or client-facing presentations.
• Solid organizational skills with a track record of delivering accurate outputs under rigid timelines across multiple concurrent engagements.

• CBAP, Lean Six Sigma, CAMS, or relevant professional certification in the candidate's primary advisory domain.
• Experience with Q2C, remuneration reporting, or tax compliance workflows within an enterprise or regulated industry context.
• Advanced data analysis and visualization competency applicable to heatmaps, maturity models, or benchmarking studies.
• Familiarity with Agile, hybrid, or structured project delivery methodologies in a client-facing consulting environment.

• Deliverable accuracy rate, measured by peer review pass rate across client-facing outputs.
• Client stakeholder satisfaction score following workshop facilitation and presentation delivery.
• On-time completion rate of analytical deliverables against agreed engagement milestones.
• Number of distinct current-state assessments or compliance reviews completed per quarter.
• Reuse rate of analytical frameworks contributed to the practice's shared toolkit, reflecting methodology quality.
• Typical tools: Spreadsheet and modeling platforms (commonly Excel or Google Sheets); diagramming platforms (commonly Visio or LucidChart).

• Base Salary Range: $65,000 to $90,000 per year depending on seniority and domain.
• Bonus: Performance-based, typically 5 to 10% of base salary.
• Equity: Not standard at this level in consulting; varies by firm.
• Health Benefits: Medical, dental, and vision; employer contribution standard.
• PTO: 15 to 20 days annually plus public holidays.
• Common Perks: Professional development budget, certification reimbursement, client travel coverage.

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Reasonable accommodations are available to applicants with disabilities throughout the hiring process and in the workplace upon request. Employment in this role is contingent on successful completion of a background check, which may include verification of professional credentials and prior employment. All applicants are considered without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected under applicable federal, state, or local law. Candidates must hold current authorization to work in the United States.

The Advisory Analyst leads bottoms-up and gap analysis across enterprise QTC Advisory engagements, delivering current and future state process visions grounded in client research, workshops, and strategic roadmaps. Working within ATG's Advisory consultant team alongside clients across diverse industry verticals, this role shapes executive-level consulting outcomes that directly support enterprise-scale digital transformation and operational improvement.

Key Responsibilities

• Lead bottoms-up and gap analysis on client engagement teams executing QTC Advisory projects.
• Research the client's financial history, market space, competitors, and mission.
• Capture, document, and analyze clients' current state business processes by reviewing data, documentation, and leading interviews and workshops.
• Assess the current state's variances, degree of human intervention, risks, efficiencies, and gauging the enterprise's ability to scale.
• Identify, analyze, and advise clients on key metrics to establish a baseline and measure efficacy, adoption, and impact of proposed initiatives.
• Apply understanding of current state processes to build future state process visions grounded in best-in-class industry practices.
• Prepare and deliver high-quality work to clients including diagrams, presentations, reports, and schedules.
• Create and document deliverables depicting current and future state business processes, systems architecture, and user stories.
• Assist in developing the Advisory Group's analysis toolkits and perform peer-reviews to improve quality.

Required Qualifications

• Bachelor's degree in Business, MIS, or related field, ideally a STEM degree with a business minor or vice versa.
• Lean Six Sigma, CBAP®, Agile, or Project Management certifications (CSPO, CSM, PMP) and Salesforce certifications preferred.
• Minimum 5 years' experience in a process, business, or analyst role in a consulting context.
• Moderate to advanced Q2C domain expertise and experience in digital transformation and software implementation.
• Strong capabilities with common tools-of-the-trade including Balanced Scorecard, heatmaps, value stream mapping, root cause analysis, RACI matrix, and maturity modeling.
• Proficient with Microsoft Office suite including Word, Excel, PowerPoint, Visio, LucidChart, Access, Outlook, SharePoint, and Teams.
• Excellent communication skills with proven ability to lead client workshops and engage stakeholders from individual contributors to C-suite level.
• Flexible and willing to adopt evolving methodologies, working in Agile, traditional, and hybrid project environments.

Embedded within the Regulatory Strategy team, the Advisory Analyst coordinates the Bank's full portfolio of regulatory inspections and Risk Mitigation Programmes, producing timely MI and Board-level reporting that keeps senior leadership informed. Working closely with Central Bank of Ireland supervisors, Joint Supervisory Teams, and internal business units, this role delivers second-line-of-defence oversight that strengthens the Bank's regulatory standing and anticipates emerging compliance challenges.

Core Functions

• Support the RMP Advisory team to coordinate the Bank's portfolio of inspections and RMPs with timely and accurate reporting.
• Co-ordinate activity for regulatory inspections, collaborating closely with inspection teams from central banks and inspected business units.
• Conduct second-line-of-defence review and challenge of documentation submitted to supervisors during inspections.
• Maintain an up-to-date database of inspections and RMPs and use records to identify recurring themes and anticipate new challenges.
• Sustain excellent relationships with the company's supervisors including the Central Bank of Ireland and Joint Supervisory Teams.
• Contribute insights into senior management updates and committee briefings as part of the Regulatory Strategy team.
• Represent the RMP Advisory team at relevant levels such as project working groups.

Qualifications & Experience

• Two or more years of relevant business experience, preferably in risk management in the banking industry.
• Validated and consistent track record of producing Board-quality reporting and MI.
• Relentless attention to detail with ability to deliver MI and reporting on a Right First Time basis.
• Highly skilled at maintaining and producing MI from large databases in various formats.
• Proficient with Microsoft Excel and PowerPoint for database management and reporting.
• Strong planning, prioritisation, and organisational skills with ability to produce quality output within rigid timelines.
• Good communication skills with ability to articulate ideas clearly and concisely, both verbally and in writing, to a range of collaborators.
• High energy with a bias for action, strong resilience, and flexibility to work in a changing environment.

Reporting to senior leadership at MLA Canada, the Advisory Analyst tracks and analyzes residential real estate projects across the Lower Mainland, producing market intelligence reports that guide client and internal decision-making. Partnering with developers, industry professionals, and internal teams, this role builds the market insight that supports accurate pricing, revenue studies, and strategic positioning in new construction multi-family projects.

Primary Duties

• Track residential real estate projects in the Lower Mainland with regular site visits to gather marketplace data.
• Collect and analyze data to create market intelligence reports that assist clients and internal teams.
• Monitor residential land transactions and development applications.
• Maintain database of Market Intelligence information.
• Assist with revenue studies and pricing real estate projects.
• Prepare presentations communicating Market Intelligence information.
• Communicate with members of the real estate and development industry to keep a pulse on the market.
• Serve as an ambassador of MLA Canada inside and outside the office.

Skills & Qualifications

• Relevant certificate, diploma, or degree from a recognized post-secondary institute.
• Valid BC driver's license with access to a vehicle; business-related expenses to be reimbursed.
• Proficiency with MS Office applications.
• Ability to produce results independently while maintaining a positive team environment.
• Exceptional attention to detail with ability to thrive in a fast-paced environment.
• Strong time management skills while working under pressure with multiple projects and timelines.

Sitting at the intersection of financial modelling and commercial real estate capital markets, the Debt Advisory Analyst owns the preparation of debt and equity offering memorandums, underwrites transactions using market and JLL data, and manages due diligence from marketing through closing. Operating across APAC debt capital markets and collaborating with senior team members, clients, and external advisers, this role builds the analytical and client-facing work that enables sound financing decisions at the enterprise level.

Duties

• Conduct complex financial modelling of commercial real estate transactions using market and JLL data to underwrite transactions.
• Prepare debt and equity offering memorandums including research, financial modelling, and executive summaries.
• Prepare proposals, marketing materials, and information packages, and assist with pitch documents and other management-required deliverables.
• Manage the due diligence process and drive marketing and closing processes, maintaining constant communication with the deals team, market, and clients.
• Review real estate documents including leases, loan documents, and appraisals to identify issues and concerns.
• Work with senior team members to develop and recommend financing alternatives for clients.
• Build client networks through industry meetings, events, and real estate trade organizations.
• Collaborate with internal and external research to analyze real estate debt capital markets in APAC and support the CRM programme for major clients.

Education & Experience

• Bachelor's degree in Real Estate, Finance, Accounting, or related discipline, or equivalent combination of education and experience.
• One to three years of experience in financial analysis in the mortgage or commercial real estate industry preferred.
• Strong research and analytical skills with ability to analyze qualitative and quantitative information; prior experience using Argus is a significant advantage.
• Excellent organizational, interpersonal, quantitative, writing, and communication skills with ability to interface with top-level client executives.
• Self-motivated and team-oriented with strong time management skills and ability to prioritize deadlines.

A key member of the Payments Chief Risk Office, the Payments Business Line Sanctions Advisory Analyst delivers advisory support across RPS and CPTS businesses, focusing on AML and Global Sanctions risk assessment, policy review, and business process controls. Collaborating across Second Line of Defense teams, business lines, and compliance partners, this role enables the organization to proactively identify financial crimes exposure and execute effective remediation plans.

Functions

• Provide support across Payments RPS and CPTS businesses with a focus on Financial Crimes including AML and Global Sanctions risks.
• Engage with key partners across Payments Chief Risk Office, Business Lines, and Second Line of Defense teams on key issues and strategies.
• Provide advice and counsel on sanctions impact for new strategies and products for business lines.
• Work closely with SLOD teams to ensure business processes are effective and controls adequately mitigate financial crimes risk.
• Provide effective, respectful challenge and attempt to resolve or mitigate concerns raised by SLOD.
• Ensure enterprise policies are prudent and logical for the risk level of the business line.
• Proactively assess risk in business processes and work with business lines to develop and execute remediation plans.

Experience & Qualifications

• Bachelor's degree required.
• CAMS designation or equivalent risk management certification preferred.
• Five to seven years of applicable experience in a Business Control, Risk, Compliance, or Audit function.
• Familiarity with the Bank Secrecy Act, Patriot Act, and Sanctions policies and laws.
• Experience with large complex banking organizations and their product and service offerings, including issuing and acquiring card businesses.
• Strong understanding of issue management and the resolution process, with experience negotiating outcomes and reporting issues to management.
• Proficient with Microsoft Office applications including word processing, spreadsheets, databases, and presentations.
• Excellent presentation, interpersonal, written, and verbal communication, relationship building, and negotiation skills.

Competitive, well-governed reward programs depend on the Reward Advisory Analyst, who builds remuneration models, assesses executive and general employee reward effectiveness, and delivers strategy and design projects across a diverse client portfolio. Serving as part of PwC's high-performing reward advisory team in Australia, this role advances thought leadership and client outcomes across executive remuneration, sales incentives, and performance management.

Accountabilities

• Develop comprehensive, competitive, and justifiable remuneration models.
• Assess the effectiveness of executive, general employee, and sales and service rewards, including alignment with company objectives, corporate strategy, regulatory requirements, and market benchmarking.
• Optimise reward plans to operate efficiently from accounting, legal, tax, and corporate governance perspectives while meeting shareholder and stakeholder expectations.
• Deliver projects across a portfolio of clients and industries, adding value through reward and performance strategy, design, and implementation advice.
• Work within a high-performing team collaborating with other parts of PwC and leading reward advisors in Australia.
• Contribute to public commentary and thought leadership regarding reward and performance practices in the Australian market.

Technical Qualifications

• Relevant tertiary qualification in Business, Commerce, Economics, or Law.
• Experience in a Big 4 or professional services environment is valuable but not essential.
• Background and experience in reward and performance, remuneration reporting interpretation, and numerical data analysis.
• Experience in data cleansing and manipulation, understanding of pay motivation, and pay regulation in financial services.
• Ability to translate complex issues for relevant stakeholders and strong client service mindset.
• Experience dealing with clients across a range of industry specialisations.

As the Global Advisory Analyst, this role owns the production of pitch books, financial models, and company and industry research that underpin M&A advisory and financing transactions from initiation through close. The wider advisory team relies on this work to coordinate transaction processes, support negotiation, and maintain client and adviser relationships at the appropriate level while contributing to the professional development of junior team members.

Activities

• Produce and ensure all marketing materials including pitch books are delivered to specification.
• Produce financial and statistical analysis, models, and detailed company and industry research as appropriate.
• Assist in due diligence processes and the structure and execution of M&A advisory and financing transactions.
• Coordinate the transaction process both internally and externally, reviewing all relevant documentation.
• Maintain frequent dialogue with clients and other advisers at appropriate levels and attend meetings as required.
• Collate analysis and arguments to support the negotiation process and review and coordinate the work of others.
• Encourage and support the professional development of the wider team.

Professional Experience

• University graduate required, CFA or ACA qualification with first-time passes is a distinct advantage.
• One to three years of relevant experience in an investment bank or relevant financial services organisation.
• Strong financial modelling, valuation, and accounting skills with exposure to fundamental financial principles.
• Advanced Microsoft Office skills with excellent attention to detail and accuracy.
• Ability to communicate clearly and persuade and influence others; pro-active and flexible with strong initiative and reliability.
• Ability to work well under pressure, meet tight deadlines, and overcome setbacks to deliver results.

Tax Advisory Analyst leads tax research, compliance execution, and internal advisory for Nubank Mexico, covering VAT, CIT, FATCA, CRS, and DTA calculations across local and federal obligations. Success in the position means business units receive accurate, timely guidance on evolving Mexican tax law while the company's filings, technical memorandums, and tax positions meet regulatory requirements without exception.

Operational Focus

• Assist with research on tax issues and make recommendations from a tax perspective, working closely with stakeholders to understand and communicate tax impacts.
• Lead research and implementation of new investments and products for Nu Mexico from a tax perspective.
• Perform tax compliance activities including IT Payments, VAT Calculations and Returns, multiple tax returns, and DTA Calculations.
• Ensure timely fulfillment of local and federal tax compliance, filing, and reporting obligations.
• Apply basic knowledge of FATCA and CRS classification.
• Elaborate internal memorandums supporting the company's tax positions.
• Support business units with changes in Tax Laws affecting Nubank's tax situation in Mexico.

Background & Experience

• Bachelor's degree in Accounting or Law; Master's degree in Taxes or Finance preferred.
• Three or more years of experience in taxes; previous Big 4 experience (EY, PwC, Deloitte, KPMG) preparing tax opinions and technical memorandums preferred.
• Previous experience working with financial entities or strong knowledge of the financial industry.
• Proficient with Microsoft Office Suite including Excel, PowerPoint, and Word.
• Excellent written and communication skills.
• Advanced English proficiency is required.

The Advisory Analyst delivers market intelligence and scientific research across client engagements, building data-driven reports and proposals that translate complex technical findings into actionable recommendations. Working alongside sector vertical teams and contributing directly to project outputs, this role shapes the quality of insight clients receive across life sciences, chemistry, and adjacent technology markets.

Key Deliverables

• Gather scientific and market data from secondary sources including proprietary databases.
• Conduct primary research to gain insights from academics, industry players, and market commentators.
• Analyse data using industry-standard analysis tools.
• Draft insightful reports describing findings, conclusions, and recommendations.
• Contribute to the delivery of project outputs to clients.
• Support the creation of proposals and collateral material working with sector vertical teams.

Knowledge Skills & Abilities

• Science degree in Biosciences, Chemistry, Chemical Engineering, Physics, Medical Technology, Mechanical Engineering, or related field; PhD is an advantage.
• Experience using secondary information tools including databases of scientific literature, patents, and market data.
• Interest in the application of science in a business environment; previous commercial experience is a distinct advantage.
• Proficient with Microsoft Word, Excel, and PowerPoint.
• Strong communication, time management, and planning skills.