Internship in Global Client Group - Data and Tools (Undergraduate & Master's)
Core
Support sales enablement and asset reporting initiatives by collecting and analyzing data, maintaining internal data systems, and improving data automation for the Global Client Group.
Role type
Summer intern (Operations, Data & Tools)
Builds
Sales enablement products, asset reporting, and CRM ecosystem insights
Domain
Asset Management / Financial Services
Deliverable
dashboards & analysis
Required skills
Data collection and analysis, Excel proficiency, process mapping, business intelligence development, data governance, requirement gathering, quantitative problem-solving
Preferred skills
Coursework in information systems, computer science, or finance/accounting, understanding of investment philosophy
Technologies
CRM systems, Excel
Responsibilities
Collect and analyze data to support sales goals, maintain and improve process maps for sales data governance, assist in developing business intelligence capabilities for US sales channels, identify areas to improve data automation, communicate product activities in team meetings
Seniority
Intern