Client Operations Intern
Greater Boston Area
Completed two rotations consisting of 10 weeksDaily Tasks•Supported, reviewed, and validated data as needed, regarding Capstock and Money Market, as well as distribute information to Shared Services•Maintained records of daily and monthly activities•Researched and resolved incorrect fund transactions and reports•Supported production of financial performance and quality reports for clients, director, and management as neededProjects•Research project highlighting business firms that failed from a strategic standpoint, followed with an open ended discussion of follies made and recommendations for improvements•Following a SCRUM framework and collaborating with a colleague, created and coded a Macro that displays deliverables through a user friendly interface•Certified Lean Practitioner by completing the specific iLearn course sequence