Job Title: Strategy Associate Location: New York NY 10004 (3 Days onsite Per week) Duration: 12+ Months Contract Job id - MOR2JP00017845 Description The COO team within Wealth & Investment Management Technology (WIMT) drives the strategic agenda for the COO and CIO of WMT, and we are in search of a talented and eager Associate to join our team
.As an Associate in the WIMT Strategy team, you will work alongside members of the COO organization and Senior Leadership across our divisions to put together analyses and presentations for key strategic questions. Key responsibilities include:
Develop and create Senior Leadership Presentations
Analyze large data sets to deliver insights to leadership
Manage key strategic projects
Coordinate town halls and large leadership meetings
The candidate should be flexible, highly adaptable to a constantly changing environment, and excellent team player. The candidate should expect to work in a global virtual team that spans across multiple time zones. The candidate will be asked to juggle multiple ad hoc requests in addition to the BAU aspects of the role. The candidate will be required to take ownership and accountability of key deliverables.
Skills Required: 1-5 years of experience in Management Consulting, and/or an Internal Strategy group within the Financial Services industry
Excellent verbal, written communication and presentation skills
Strong analytic and problem solving skills
Ability to be flexible with ever-changing prioritization
Demonstrated ability to create concise management presentations
Expertise in Excel and Powerpoint
Thorough attention to detail and precision
Must:
Common Sense, Strong Communicator, STRONG High LEVEL EQ
o Ability to work directly with Sr. leadership, excellent written/verbal communication skills and presentation Making skills
Project Mgmt Skills
o Ensuring intiatives are going on as scheduled and chasing people down, making sure projects/events are running smoothly
Strong analytic and problem solving skills
1-5 years of experience in Management Consulting, and/or an Internal Strategy group within the Large enterprise level organization
Ability to be flexible with ever-changing prioritization
Demonstrated ability to create concise management presentations
Expertise in Excel and Powerpoint
o Very Strong Excel - ability to work with numbers in excel, analyze what's going on and make recommendations
Run a lot of Events for Walth and Investment Mgmt Units - high executive function.
Thorough attention to detail and precision
Has the obsession to do the job right, someone who has an importance to do the job RIGHT
Executive Presence
A LOT of Admin work
o Booking on conference rooms, own mtgs, etc
Understand the difference between quality work and getting the task done
o Appreciation for high quality work
About PTR Global: PTR Global is a leading provider of information technology and workforce solutions. PTR Global has become one of the largest providers in its industry, with over 5000 professionals providing services across the U.S. and Canada. For more information visit
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Pay Range: $65-70/hr. The specific compensation for this position will be determined by several factors, including the scope, complexity, and location of the role, as well as the cost of labor in the market; the skills, education, training, credentials, and experience of the candidate; and other conditions of employment. Our full-time consultants have access to benefits, including medical, dental, vision, and 401K contributions, as well as PTO, sick leave, and other benefits mandated by applicable state or localities where you reside or work.
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