"Alerted.org

Essential Duties and Responsibilities:

+ Support the execution of cross-functional initiatives to enhance client and employee experience, including those related to operations, technology, and digital enablement.

+ Develop and iterate strategic presentations and executive-level materials that communicate findings, progress, and recommendations.

+ Conduct qualitative and quantitative analysis and reporting to identify improvement opportunities and support strategic decisions.

+ Collaborate with Investment Banking senior management and functional leaders across HR, Technology, Marking, and Operations to deliver business solutions

+ Coordinate problem-solving efforts with cross-disciplinary teams to address organizational inefficiencies and implement scalable solutions

+ Build and maintain partnerships within and across business functions to assess existing practices, identify opportunities and develop plans to enhance and maintain exceptional employee and client experience.

+ Participate in business process improvement initiatives, including those involving automation or digital tooling.

+ Support AI and technology-related efforts, including evaluation, adoption, and integration of tools that enable employee productivity and client engagement.

+ Perform other duties and responsibilities as assigned and needed.

Knowledge of

+ Concepts, principles, and practices of Investment Banking & Capital Markets.

+ Financial markets and products preferred.

+ Technology and AI tools

+ Problem-solving and operational improvement frameworks and change management techniques

Skill in

+ Analytical and data-driven abilities. Proficiency in data visualization or reporting tools (e.g., Tableau, Power BI, Excel, SQL, Qlik) preferred.

+ Organizing problems and workflows.

+ Attention to detail in all areas of work products.

+ Problem solving skills and the ability to think independently.

+ Deliver high standards of quality and evaluate products, services, and own performance against those standards.

+ Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.

+ Strong communication skills and ability to work well within a team.

Ability to

+ Structure and communicate complex ideas, both orally and in writing, to senior stakeholders.

+ Balance conflicting resource and priority demands.

+ Collaborate across functional areas in a fast-paced, matrixed organization.

+ Establish and maintain effective working relationships at all levels of the organization.

+ Organize and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions.

+ Interpret and apply policies and identify and recommend changes as appropriate.

+ Work independently as well as collaboratively within a team environment.

+ Identify required tasks, develop timelines and execute.

+ Project a positive, professional image both internal and with external business contacts.

+ Convey information clearly and effectively through both formal and informal documents.

Education/Previous Experience

+ Bachelor’s Degree (B.A.) in Finance, Accounting, Business or a related field

+ Two (2) to three (3) years of professional experience in management or technology consulting, investment banking, corporate strategy, or a technology-driven business role. Experience in internal consulting, business transformation, or cross-functional project environments preferred.

+ OR ~

+ Any equivalent combination of experience, education, and/or training approved by Human Resources.

**Travel Required:** Yes, up to 15 % of the time. Travel may include periodic trips for team offsites or cross-functional collaboration efforts.