STUDENT-Finance and International Business Assistant - B

• Performance Monitoring & Reporting — Track the fund's 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