**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.