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 the FS CoE—specializing in Banking, Insurance, Wealth & Asset Management, Payments, and other financial services sectors. This role will have regular interaction with Bain’s global case teams and FS practice leaders, contributing to both client-facing work and internal knowledge initiatives that shape the firm’s financial services expertise.

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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).

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WHAT YOU’LL DO  

• Able to quickly come up to speed on different FS sub-sectors (primarily Banking)
• Proficient in research and analysis, as well as able to provide solid business judgment to derive answers in situations where data is not easily available or explicitly published
• Responsible for generating hypotheses using various sources, including expert primary or secondary industry research, developing analytical models, translating data into meaningful insights, creating presentations, etc.
• Work under the guidance of a Project leader/Manager, playing a key role in driving their workstream’s overall answer and final materials, and helping their Project Lead/ Manager with client communication, work planning, and team management
• Take responsibility for assigned work streams, identify relevant tools and sources, steer analysis to create powerful insights, while ensuring high quality of work
• Communicate data, knowledge and insights to the entire team. Deliver audience-right high-quality presentations
• Comfortable with driving open-ended research, creating point-of-views, IP creation, survey analytics, showing quick ramp up on new projects
• Understand client needs, generate and screen solutions based on sound reality checks and recommend actionable next steps
• Effectively structure communication of insights from different work streams and proactively resolve discrete issues and/or drive consensus
• Build client-ready visualization dashboards using tools such as Tableau and perform a variety of advanced analysis
• Consistently seek and provide responsible feedback in all interactions; recognize different skills and development needs in oneself

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ABOUT YOU

• Bachelor’s degree with a strong academic record, and up to 2 years of experience in the financial services sector—particularly in Banking and Payments.
• 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.

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