Internship in Global Client Group - Client Reporting (Undergraduate & Master's)
Core
Support client reporting initiatives and business development by building customized and standardized reports using internal and third-party data.
Role type
Summer Intern, Sales Operations (Client Reporting)
Builds
Highly customized client reports, standardized reporting solutions, due diligence questionnaires, reconciliations, and client review questionnaires.
Domain
Asset Management / Financial Services
Required skills
Data compilation, quality control, database maintenance, business statistics analysis, Excel proficiency, analytical problem-solving, requirement gathering
Preferred skills
Coursework in information systems, computer science, or finance/accounting, understanding of investment philosophy
Technologies
Excel, internal reporting systems
Responsibilities
Complete day-to-day tasks based on direction, provide quality control for client reports, maintain databases and compile business statistics, communicate project needs and challenges, present project activities in team meetings
Seniority
Intern