Business Implementation Intern
Core
Support the team in managing and organizing critical client documentation, maintaining onboarding trackers, and ensuring data integrity across internal systems.
Role type
Business Implementation Intern
Builds
Client onboarding processes and documentation repositories
Domain
Investor services / Private markets administration
Deliverable
dashboards & analysis
Required skills
Microsoft Excel (complex formulas, Power Query), data entry, data validation, data reconciliation, analytical skills, attention to detail
Preferred skills
Stakeholder engagement, process improvement, organizational skills
Responsibilities
Maintain and update client onboarding trackers; manage the Letter of Engagement (LOE) repository; monitor onboarding activities and track progress against milestones; perform data entry, validation, and reconciliation; support process improvement initiatives.