Tech Strategy Intern - Private Wealth Management (Part-Time)

William Blair • Chicago, IL

276d • $23 - $23

About The Position

Join William Blair, the Premier Global Partnership. William Blair has delivered trusted advice for nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia. We are committed to our people and culture, values, clients, and local communities. What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries. We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions. We work tirelessly to create an inclusive culture and take pride in fostering employees' professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder. We invite you to learn about how we are seeking excellence in everything we do and empowering our clients' success with passion, creativity, and rigor.

Requirements

• Must be currently pursuing a Bachelor's degree
• PL 300 Certification and/or prior experience in R coding language preferred
• Proven academic achievement
• Good written and verbal communication skills
• Attention to detail
• Intellectual curiosity and critical thinking skills
• Familiarity with PowerBI, Power Apps, or other data visualization and automation tools is preferred, but not required
• Ability to work effectively both individually and as part of a team
• Ability to work effectively with a diverse range of people with different styles

Responsibilities

• Collaborate with the PWM Data Analytics and Automation team to improve key areas where automation and data analytics can improve business processes and decision-making.
• Learn how to create automations in updated databases.
• Consolidate and create new Power BI dashboards for PWM recruit reporting.
• Assist in the creation of databases and apps to streamline year-end processes for PWM.
• Work closely with PWM Front Office to update awards data within applicable systems.
• Use a basic level of understanding of Power BI to develop dashboards and visual reports that provide insights into business performance, trends, and KPIs.
• Leverage a basic understanding of Power Apps to design and implement applications that automate workflows, reduce manual processes, and increase productivity.
• Learn how to do data collection and data analysis to ensure data accuracy and integrity across various systems.
• Support the integration of various data sources into Power BI and Power Apps to create cohesive reporting systems.
• Work with team members to gather requirements, document processes, and test solutions to ensure they meet business needs.
• Provide basic troubleshooting and support for the Power BI and Power Apps tools and applications, helping to address any issues that arise.
• Present findings and project updates to stakeholders within PWM.
• Additional responsibilities as requested.

Benefits

• Hourly Range: $23—$23 USD

What This Job Offers

• Career Level: Intern
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree