INTERNSHIP -Client Lifecycle Analyst

Société Générale - New York, NY (30+ days ago)3.9

Full-timeEstimated: $48,000 - $69,000 a year

EducationSkills
Environment
DEPARTMENT DESCRIPTION

The intern will support the Sales COO & COO office for the Prime Service business line within the Capital Markets division. Prime Services offers execution, clearing, & financing capabilities across major asset classes including equities, futures, options, & fixed income products.

Mission
MAIN RESPONSIBILITIES

Day to day responsibilities include but not limited to:
  • Provide administrative, project management and analytical support to the Sales COO within the Americas
  • Track and document action points and deliverables related to business line initiatives
  • Develop and refine spreadsheets and presentations used by management
  • Gather and disseminate information from key stakeholders
  • Coordinate with Relationship Managers, Account Executives, and KYC team regarding outstanding client documentation for yearly KYC renewals
  • Organize and track portfolio of accounts needing KYC renewal
  • Oversee timely renewal of credit lines for existing clients
  • Work through any credit renewal issues with the Prime Services Market Risk Team
  • Ensure and track off boarding of client accounts is managed properly
  • In charge of conducting the monthly Client Review Committee sharing results and escalating issues and action points.
COMPETENCIES

Required:
  • Ability to work in fast paced office environment
  • Must be able to work a minimum 40 hours per week
  • Good communication skills
  • Team oriented with a strong work ethic
Desired:
  • Understanding of the financial services markets, in particular the equity & futures markets
Profile
TECHNICAL SKILLS

Required:
  • Strong Excel and PowerPoint skills
  • Must be highly organized and able to track large amounts of data and information effectively
  • Should be comfortable working with senior-level management
Desired:
  • VBA experience
  • Macro experience
PRIOR WORK EXPERIENCE

Required:
  • He/she has managed projects with progress reporting, action item tracking, & dashboard creation
  • Candidate has data analysis background & is comfortable analyzing large quantities of data in excel to create actionable reporting for stakeholders
Desired

  • Internships or full time roles within an investment bank, hedge fund, or asset manager
EDUCATION

Required:
  • Bachelor Degree
Desired:
  • Working towards completing a MBA/Master degree in finance or related field or recently completed MBA program