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

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Our Private Wealth Management (PWM) team is looking for a motivated short-term Tech Strategy intern to join our team for up to 3 months. This individual will work with the PWM Finance and Strategy team on business projects related to developing solutions for technical projects. These projects will be completed in conjunction and collaboration with the PWM Data Analytics and Automation Team and will primarily utilize the “Power” Platform (Power BI and Power Apps) to create efficiencies for the team along with the PWM department more broadly. This internship provides a unique opportunity to gain hands-on experience in Private Wealth Management while developing your technical and analytical skills.

Responsibilities Include But May Not Be Limited To

• 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.
  
  

Qualifications

• 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
  
  

A reasonable estimate of the current hourly range at time of posting is below.

Hourly Range

$23—$23 USD

William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v

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