1 месяц назад
Intern - Intermediary Lifecycle Management
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Intern - Intermediary Lifecycle Management (Finance): Supporting intermediary onboarding, relationship changes, terminations, agreement coordination, request tracking, and audit-ready record management with an accent on cross-functional coordination, reporting, and process improvement. Focus on maintaining accurate lifecycle data, supporting global stakeholders, and using AI, Power BI, and Power Automate to improve operational efficiency.
Location: Poznan, Poland
Company
is a global asset manager that builds client partnerships and provides investment strategies for long-term wealth creation.
What you will do
- Support onboarding, relationship changes, and termination activities for distributors, platforms, and institutional partners.
- Coordinate agreements, including Non-Disclosure Agreements and distribution contracts.
- Monitor incoming requests and provide timely, accurate follow-up.
- Maintain records, trackers, and audit-ready documentation.
- Support reporting on activity, progress, and service levels.
- Assist with data cleanup, standardization, process improvement, and the use of AI and digital tools.
Requirements
- Currently enrolled in finance, business administration, economics, law, or a related field.
- Available to work 25–30 hours per week.
- Proficient in Windows and Microsoft Office, especially Excel.
- Experience with data entry and record-keeping tasks.
- Fluent English and strong communication skills.
- Strong attention to detail, organization, prioritization, and ability to work in multicultural teams.
Nice to have
- Previous internship or relevant experience.
- Familiarity with Power BI or Power Automate.
Culture & Benefits
- Collaborative, welcoming, inclusive, and supportive working environment.
- Exposure to international stakeholders and global intermediary lifecycle processes.
- Hands-on experience across Distribution, Legal, Finance, Product, and Operations.
- Opportunity to work with emerging AI and digital technologies.
- Equal opportunity and ethical, transparent, and accountable workplace commitments.
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