Strategy Associate (Financial Services)
Job ID
101995
Work area(s)
Analytics, Data, & Research | Product Management & Innovation
Employment type
Permanent Full-Time
Description & Requirements
** Please submit your CV/resume in English to ensure your application is considered. **
WHAT MAKES US A GREAT PLACE TO WORK
We are proud to be consistently recognized as one of the world’s best places to work. We are currently the top ranked consulting firm on Glassdoor’s Best Places to Work list and have earned the #1 overall spot a record seven times.
Extraordinary teams are at the heart of our business strategy, but these don’t happen by chance. They require intentional focus on bringing together a broad set of backgrounds, cultures, experiences, perspectives, and skills in a supportive and inclusive work environment. We hire people with exceptional talent and create an environment in which every individual can thrive professionally and personally.
WHO YOU’LL WORK WITH
This is a full-time hybrid role within the Bain Capability Network, where you’ll work with a collaborative team of 80+ professionals in Bain’s Financial Services (FS) Centre of Expertise (CoE), based in Mexico City. The FS CoE supports Bain’s global FS practice through research and analytics, development of FS tools, and creation of intellectual property such as reports and points of view. The team works closely with Bain case teams, consultants, Research and Data Services, and Expert Partners to deliver client-ready analysis across banking, insurance, payments, and other financial services sectors.
WHERE YOU’LL FIT WITHIN THE TEAM
This is an opportunity to be a part of Bain’s Financial Services (FS) Centre of Expertise (CoE), based out of the Mexico office. The FS CoE works with Bain global case teams on live engagements, client development, and proposal support across a range of products—from go-to-market strategies and industry analysis to competitive benchmarking, Excel models, survey analytics, and ad-hoc studies. The team also collaborates closely with the global FS practice to build and maintain FS data assets and support the development of annual IP publications and points of view (PoVs).
WHAT YOU’LL DO
- Build expertise in the Financial Services sector, with a focus on Banking and Payments.
- Work under the guidance of a Project Leader or Manager, owning defined workstreams and contributing to problem-solving, work planning, client communication, and final deliverables.
- Conduct open-ended research and advanced analysis, using sound business judgment and thought leadership to generate high-quality insights.
- Select appropriate tools, data sources, and analytical approaches to steer analyses and ensure quality outputs.
- Synthesize data and insights into clear, audience-appropriate, client-ready presentations and visualizations.
- Develop points of view, contribute to intellectual property and survey analytics, and demonstrate rapid ramp-up on new topics and projects.
- Understand client needs, generate and evaluate solution options, and recommend practical, actionable next steps.
- Integrate insights across workstreams, proactively resolve issues, and help drive alignment and consensus within teams.
- Build client-ready dashboards using tools such as Tableau and deliver advanced analytical outputs as needed.
- Seek and provide constructive feedback, demonstrating self-awareness and commitment to continuous development.
ABOUT YOU
- Willing and able to work in a hybrid set-up with 4 days per week on-site (Santa Fe initially; Polanco long term)
- Strong academic record with a Bachelor’s or Master’s degree and relevant Financial Services experience (2–5 years undergraduate; 0–3 years postgraduate)
- Strong command of written and spoken English (C1–C2 proficiency), with the ability to communicate effectively across global teams.
- Advanced knowledge of Microsoft Excel and PowerPoint. Knowledge of any visualization tools or languages like Alteryx, Tableau and Python/R is a plus.
- Open to working in strategy consulting/research-oriented set-up and possess acumen to solve open-ended problems.
- Hands-on experience with open-ended research, company factbooks, creating industry POV, sector and industry scans, summarizing key themes, trends challenges, survey analytics.
- Should possess strong communication and team skills, with ability to multi-task.
- Ability to deal with ambiguity and develop approaches to tackle diligence questions.