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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical skills, problem-solving abilities, and proficiency in Microsoft Office products, particularly PowerPoint, Excel, and Word. Familiarity with SQL, Tableau, and data analysis techniques is essential for supporting operational processes and performance measurement.
Highest-signal resume keywords
Analytical SkillsMicrosoft Office ProficiencySQL KnowledgeData AnalysisProblem Solving
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
SQLTableauAdvanced ExcelData AnalysisStatisticsRoboticsMachine LearningSASMatlabJira
Soft Skills
Problem SolvingAnalytical SkillsVerbal CommunicationWritten CommunicationSelf-Motivated
Tools & Technologies
Microsoft Office SuitePowerPointWordExcelOutlookArcher
Industry Keywords
Financial ServicesAsset ManagementOperations ManagementProcess ManagementBusiness Performance Measurement
Tech Stack
Tools & technologiesSQLTableau
About the role
Key responsibilities & impact- Assist with routine administrative, oversight and transactional operational processes within middle office operations
- Support requirements gathering and documentation, oversight and controls, business performance measurement, process management and data analysis
- Perform clerical duties, including taking memos, organizing documents, maintaining files, photocopying and faxing
- Prepare information and research materials, including PowerPoint presentations
- Take notes during meetings and provide them to team members
- Research and gather documentation as directed by colleagues
- Attend company functions, trainings, speaker series, lunch-and-learns and social networking events
- Shadow multiple office jobs and train in a variety of tasks
- Gain experience in the company and financial services industry
- Analyst track: contribute to analysis, reporting, requirements documentation, financial oversight and control, portfolio management, process management and data analysis
- Engineer track: support capture and distribution, processing, quality processes, problem resolution, data integrity, standards and quality checks
- Support automation modernization by adopting tools and technologies that help applications scale
- Work as part of a project team, communicate progress, report technical issues, resolve issues and deploy completed code to production
Requirements
What you’ll need- Minimum 3.0 GPA required
- Currently enrolled in a degree-seeking program with expected graduation date between December 2027 and June 2029
- Must have authorization to work in the U.S. and not require current or future work visa sponsorship
- Excellent problem solving, analytical skills and critical thinking
- Strong verbal and written communication skills
- Self-motivated with ownership and accountability for tasks
- Ability to prioritize tasks and deliver on commitments
- Up to date with technology trends and basic understanding of the asset management industry
- Organized and detail oriented; ability to adhere to strict timelines
- Willingness to embrace change and collaborate
- Advanced knowledge of Microsoft Office products, including PowerPoint, Word, Excel and Outlook
- Knowledge of SQL, Tableau, Advanced Excel, Jira, Archer, MS tool Suite, Robotics, Machine learning, SAS, R, Matlab and statistics
- Bachelor's or Master's degree in Information Technology, Mathematics, Data Analytics, Operations Management, Business Management or Economics is desired
- No experience required
Benefits
Comp & perks- Superior retirement program
- Competitive health, wellness and work life offerings
- Trainings programs, speaker series, lunch-and-learns and social networking events
- Career growth and personal development opportunities
- Meaningful learning experiences and development pathways
- Accessibility support and reasonable accommodation for the online application process
- Drug-free and smoke-free workplace
