Associate – U.S.

Job description

Associates support the Delivery team with data analysis projects for clients in the financial services industry, focusing across Asset & Wealth Management, Corporate and Investment Banking, and Commercial Banking. The role involves handling and examining large data sets and using these to share benchmarking insights with clients to help improve their efficiency and business performance.

Associates are encouraged to take responsibility for their own deliverables, ranging from periodic benchmarking activities to bespoke client projects and industry roundtables. Additionally, they may assist with the management of client accounts and support the development of internal initiatives such as knowledge-sharing groups, process improvements, or organizing social activities.

While oversight is provided by senior team members, Expand’s culture puts emphasis on personal ownership from the very start of your career. Associates get involved in all aspects of the delivery lifecycle, from sales through to initial data collection, thorough analysis, visualization, and communication of the findings to the client. In addition to allowing you to see the results of your work, this provides a great deal of diversity on the job and enables you to develop broad business skills and knowledge. As you progress, you will have an increasing level of direct client exposure, which in many cases reaches C-level executives. Experienced Associates also get involved with BCG cases in addition to our direct client work, providing exposure to high-level stakeholders within our parent company.

We are looking for proactive, curious, and diligent individuals: analytical and articulate problem solvers who, with clear instruction, will play a large part in the delivery process. The role involves learning and increasing business knowledge and technical skills quickly, with the resulting opportunity to progress internally and take on more responsibility as your knowledge grows.

Job requirements

• Bachelor’s degree, preferably in a quantitative or science subject, with a +3.4 GPA or higher or corresponding equivalent.
• Interest in the financial services industry.
• Relevant work experience/internship in financial services, consultancy, research, or analytical work is helpful but not essential, as is retail banking experience.

Key competencies

• Strong analytical skills, including the manipulation of data in Excel and translating the findings into clear messages and visuals.
• Effective written and verbal communication with internal and external stakeholders and strong interpersonal skills.
• Strong attention to detail, with a proactive, efficient, and thorough approach.
• Ability to manage multiple tasks and stakeholder relationships in parallel.
• Collaborative, dependable, responsive team player with the ability to work independently and take initiative as you build trust.

Compensation

The first-year base compensation for this role is $59,000-$70,000 per annum depending on skills and experience.

FOR U.S. APPLICANTS: Expand is an Equal Employment Opportunity employer and is committed to a policy of administering all employment decisions and actions without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.

In addition to your base salary, you will also be eligible for an annual discretionary performance bonus and Profit Sharing and Retirement Fund (PSRF) contribution. At Expand, we are committed to offering a comprehensive benefit program that includes everything our employees and their families need to be well and live life to the fullest. We pay the full cost of medical, dental, and vision coverage for employees – and their eligible family members.

• That’s zero dollars in premiums taken from employee paychecks.
• Zero dollar ($0) health insurance premiums for Expand employees, spouses, and children.
• Low copays for trips to the doctor and prescriptions for generic drugs.
• Dental coverage – $0 copay for 2x visits per consecutive 12 months.
• Vision insurance with coverage for both glasses and contact lenses annually.
• Wellbeing allowance of $80 per month towards anything that makes you feel well.
• Fully vested Profit Sharing Retirement Fund contributions made annually, whether you contribute or not
• Paid Parental Leave.
• Generous paid time off including 12 holidays per year, an annual office closure between Christmas and New Years, and 15 vacation days per year (increases to 20 days per year after 5 completed years of service).
• Paid sick time on an as-needed basis.
• Employees, spouses, and children are covered at no cost. Employees share in the cost of domestic partner coverage.