Job Responsibilities:
- Support the Global Trust and Estates business manager in deepening Trusts and Estates market presence by collaborating with internal partners; Trust team, Wealth Advisors, Bankers, Investors and marketing teams
- Coordinate marketing materials, pitchbooks and other sales tools to help reach and better communicate with our existing and target clientele
- Create management presentations, reports, and dashboards
- Support development and drive execution of business unit strategic agendas
- Identify and lead automation of processes and reports, leveraging technology and internal resources
- Assist in the coordination of team activities, materials for town halls, and strategy working sessions
- Conduct in-depth business analysis to support senior management decision making
- Collect and maintain internal resources and documentation on collaboration sites
- Collaborate with functional partners across the organization to help achieve business objectives
- Assist in identifying key business risks and help to drive resolution of mitigating controls
- Support audit, regulatory and compliance deliverables and help drive action plans
Required qualifications, capabilities and skills:
- An interest in strategy, business management, project management, and data analysis
- Experience in driving stakeholder agendas, delivering presentations to stakeholders/senior leaders, and articulating rationale in design decisions
- Strong analytical, conceptual and creative thinking skills, with the ability to develop business insights and hypotheses
- Comfortable with analyzing large data sets and driving conclusions and strategy to be presented to senior management
- Skilled in communication, writing, organization, and time management
- Judgment and discretion working with confidential and sensitive information
- Skilled in Microsoft Office applications, particularly Excel and PowerPoint
- Bachelor’s Degree or equivalent experience in Business Administration/Finance
Preferred qualifications, capabilities, and skills:
- Experience with Tableau, Alteryx, Python a plus
- 4+ years working experience preferably in a finance, consulting and or project management capacity