Capabilities and Insights Analyst - Panorama Financial Institutions Center
McKinsey & Company
IT, Accounting & Finance
San Jose, CA, USA
Posted on Apr 23, 2025
Capabilities and Insights Analyst - Panorama Financial Institutions Center
Job ID: 97040
Do you want to work on complex and pressing challenges—the kind that bring together curious, ambitious, and determined leaders who strive to become better every day? If this sounds like you, you’ve come to the right place.
Your Impact
As a part of PFIC NA Banking team, you will support consulting teams on client engagements with research requirements on banking related topics. This will include consolidating data across multiple sources, developing unique perspectives, creating client ready materials and other tasks as needs arise.
You will conduct primary and secondary research within the Banking’s domain using proprietary and third-party data sources.
You will be responsible for packaging research findings in the form of client ready end products which could be power point presentations and/or financial models.
Over time, you will be expected to develop expertise within the topic of banking and drive research and development of new knowledge as well as contribute to broader knowledge development and proprietary assets.
Additionally, you will be an active member of the global PFIC community and develop relationships around the globe to build on your knowledge and provide support to the broader network as needed.
Your Growth
You will work in our McKinsey Client Capability Network (CCN) in San Jose, as a part of the Banking team within the Panorama Financial Institutions and Insights consulting (PFIC).
PFIC is one of the largest knowledge and analytics teams globally and part of the FIG practice, with 240 members and a global footprint across 30+ countries, focusing on financial services domains, e.g., Retail banking, Corporate & Investment Banking, Wealth & Asset Management, Fintech and Insurance.
The Retail Banking team within PFIC also has a global footprint, with members based across Brazil, France, New York, Costa Rica and India.
Your qualifications and skills
- A graduate degree in business, finance, economics, or another relevant field accompanied by demonstrable analytics abilities
- 1+ years of experience working in financial institutions, research agencies or digital strategy consulting
- Knowledge of North America financial sector
- Outstanding collegiate academic record with superior problem-solving and analytical capabilities
- Solid understanding of economic, financial, and general business concepts
- Strong communications skills in English and Speanish – both oral and written
Please review the additional requirements regarding essential job functions of McKinsey colleagues.
FOR U.S. APPLICANTS: McKinsey & Company is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by applicable law.
FOR NON-U.S. APPLICANTS: McKinsey & Company is an Equal Opportunity employer. For additional details regarding our global EEO policy and diversity initiatives, please visit our McKinsey Careers and Diversity & Inclusion sites.
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Job Skill Group - N/A
Job Skill Code - CIAN - Capabilities and Insights Analyst
Function - Strategy & Corporate Finance
Industry - Financial Services
Post to LinkedIn - Yes
Posted to LinkedIn Date - Thu Apr 10 00:00:00 GMT 2025
LinkedIn Posting City - San Jose
LinkedIn Posting State/Province -
LinkedIn Posting Country - Costa Rica
LinkedIn Job Title - Capabilities and Insights Analyst - Panorama Financial Institutions Center
LinkedIn Function - Consulting;Finance
LinkedIn Industry - Banking;Financial Services
LinkedIn Seniority Level - Mid-Senior level
Job Skill Code - CIAN - Capabilities and Insights Analyst
Function - Strategy & Corporate Finance
Industry - Financial Services
Post to LinkedIn - Yes
Posted to LinkedIn Date - Thu Apr 10 00:00:00 GMT 2025
LinkedIn Posting City - San Jose
LinkedIn Posting State/Province -
LinkedIn Posting Country - Costa Rica
LinkedIn Job Title - Capabilities and Insights Analyst - Panorama Financial Institutions Center
LinkedIn Function - Consulting;Finance
LinkedIn Industry - Banking;Financial Services
LinkedIn Seniority Level - Mid-Senior level