STUDENT-Finance and International Business Assistant B

• Performance Monitoring & Reporting Track the funds holdings returns and benchmark comparisons on a weekly basis and compile concise performance summaries. Report significant news and notable volatility to the Investment Program Manager promptly.
• Dashboard & Data Maintenance Maintain the live daily-updating Excel views and any internal tracking tools or dashboards so all portfolio data remains accurate and accessible to club members and EPM/Equity Analysis students.
• Regular Updates Prepare and distribute periodic updates to faculty advisors student members and department faculty and staff highlighting key performance metrics notable market movements and any significant portfolio changes.
• Meeting Preparation Prepare materials and agendas for any summer check-in meetings ensuring all participants are briefed ahead of time.
• Documentation Maintain organized records of all summer activity and document repeatable processes so returning students and faculty receive a thorough well-documented transition at the start of the new semester.

Pay Range: $16.15-$16.30

Hiring Manager: Matthew Fox