Job Responsibilities
- Quickly synthesize and interpret data; help devise creative approaches, frameworks, and insights to address key strategic, process, or organizational changes (current and future states)
- Collect and maintain internal and external resources and documentation on collaboration sites such as SharePoint
- Participate in collaborative initiatives with team members and partners, looking for ways to continually simplify, improve, and add value to existing business processes
- Communicate effectively with key business partners to understand projects and drive next steps
- Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques
- Create presentations with ability to recognize and address stakeholder motivations and concerns for senior leadership presentations, reports, and dashboards
- Provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis
- Develop strong trusted advisor relationships with key stakeholders
Required Qualifications, Capabilities, and Skills
- Bachelor’s Degree or equivalent years of relevant work experience
- Project management experience
- Proficient in Microsoft Suite (Word, Excel, PowerPoint)
- Strong attention to detail and organization skills
- Excellent communication and interpersonal skills
- Strong presentation and analytical skills
Preferred Qualifications, Capabilities, and Skills
- Self-motivated, tenacious and able to work with high degree of independence
- Strong time management and prioritization skills
- Well-versed in strategy development or previous experience with consulting firm
- Experienced in developing executive level reports, presentations, and documentation
- Financial services background, preferred experience with Wealth Management