Project Analyst

Overview

This role is part of a shared services team that supports multiple practices and works on key initiatives. Project Analysts will work in teams playing an active role in all aspects of client engagements. The Project Analyst will assist leading financial services companies (and other corporate entities) develop their business strategies, identify and implement opportunities to generate financial and operational efficiencies, and support all project related deliverables.

This includes gathering and analyzing data and information, formulating and testing hypotheses, and assisting with the development of client recommendations. Significant time will be spent performing market research, creating financial analyses, and developing client deliverables in support of senior team members. The Project Analyst must support multiple simultaneous projects with time sensitive deadlines. SRM views the Project Analyst role as an entry level position through which new staff will develop skills required for a long-term career within the company.

During the first few years with SRM, Project Analysts serve in a junior role on client engagements and work with colleagues and clients in the financial services industry. Once the Project Analyst demonstrates the skills to advance, they may transition into more senior roles including leading client engagements as a project manager or a more advanced position.

• Support multiple simultaneous projects with time-sensitive deadlines.
• Gather and analyze data and information, formulate and test hypotheses, and assist with the development of client recommendations.
• Conduct market research and develop client deliverables in support of senior team members.
• Contribute to the creation of financial analyses and targeted client outcomes.
• Work in teams to assist leading financial services companies and other corporate entities with business strategies and efficiency opportunities.

• Excellent analytical skills coupled with an ability to synthesize findings in a written format.
• Strong technical skills with fluency in Excel, PowerPoint, and other MS products.
• Strong communication and writing skills.
• Solid understanding of basic accounting concepts and experience in developing financial models.
• Ability to be a self-starter and to work in a deadline-driven team environment.
• Experience in the financial services industry is a plus.
• Ability to effectively complete tasks through problem-solving and with only high-level direction.

• Bachelor’s degree is required
• Position is based in Memphis, TN
• Positive, supportive work culture with a focus on company Core Values
• Business casual, hybrid work environment (4 days per week in the office and Fridays remote)
• Travel as necessary
• Benefits to include medical, dental, vision, and 401(k) with company match up to 5%.