- Supporting the team on briefing notes, presentation creation, talking points, data analysis, due diligence and thought leadership execution
- Overseeing a portfolio of volunteer projects (including: project planning, application review, acceptance and decline; uploading information onto internal website, being main point of contact for nonprofits and internal stakeholders; grants processing; administration and reporting)
- Representing to non-profit partners and internal stakeholders
- Communicating with various internal departments and external stakeholders to coordinate projects
- Multi-tasking projects and assignments with reporting responsibility to manager
- Financial services experience preferred, but the client is open to other sectors
- Must have strong Excel / PowerBI skills