INTERNSHIP -Client Lifecycle Analyst

SG Americas Securities - New York, NY3.9

Full-time
Environ

nement 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

Profil 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