Project Analyst

Job Summary

Responsibilities for this Memphis, TN based position include reviewing client financial institution vendor contracts, invoices, proposals, internal reports and trend analysis. Also, will perform research and analysis as may be required by leadership. 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 for client engagements. This role will present results to client management, implement recommendations in collaboration with client team members and will need to be capable of supporting multiple simultaneous projects with time sensitive deadlines.

SRM views the Project Analyst role as an entry level position through which qualified candidates will develop the skill set required for a long-term career within the company. During the first few years with SRM, Project Analysts will serve in a junior role on multiple client engagements and work with other colleagues and clients in the financial services industry. Demonstrated skills to advance typically transition into more senior roles including leading client engagements as a project manager.

Essential Functions

  • Conducting financial analysis and modeling primarily using Excel
  • Organizing large quantities of data and documents in a manner to allow for easy access
  • Assisting the project team to develop client facing presentations
  • Participating in client meetings in a supporting role
  • Providing effective written and verbal professional communication with clients and internal teams
  • Possess initiative and a desire to learn and develop new processes

Skills and Competencies

  • Excellent analytical skills coupled with an ability to synthesize findings in a written format.
  • Strong technical skills with fluency in Excel, PowerPoint and other software packages.
  • 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

Please submit your resume by email to for consideration.

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