Greenwood Project

Artificial Intelligence

• Train and coach every staff member to become a confident, capable AI user
• Serve as the go-to resource when team members hit a wall: debugging agent errors, troubleshooting workflows
• Design and facilitate structured AI training sessions, office hours, and hands-on workshops
• Support each team member in identifying, building, and deploying 2–3 AI agents aligned with their role
• Assess the current technology stack and identify high-impact AI integration opportunities

AI Enablement Lead

Financial Planning and Analysis

• Support and coach a cohort of Greenwood Project scholars through hybrid, virtual, and in-person programming with the goal of scholars securing and successfully completing a junior year finance summer internship.
• Provide structured one-on-one coaching focused on professional readiness, interview preparation, internship performance, and long-term career development.
• Facilitate small group and large group professional development sessions designed to prepare students for the rigor, expectations, and day-to-day demands of finance internships and long-term careers in the industry.
• Evaluate and track scholar progress using internal rubrics, learning pathways, and roadmaps.
• Collect, manage, and analyze data related to student performance, engagement, and outcomes, and regularly summarize and report findings to internal teams and relevant stakeholders.
• Develop and maintain systems for student support that reflect best practices in coaching, cohort management, and talent development.
• Research best practices across education, workforce development, and financial services organizations and apply insights to improve coaching methods, systems, and scholar experience.
• Build and maintain strong relationships with scholars to support retention, engagement, and success throughout their participation in the Greenwood Project.
• Develop and oversee feedback systems with finance partners to monitor scholar performance during internships and address development needs in real time.
• Support the strategic growth of the program by contributing to scalable systems, structures, and processes that enhance student development and finance internship outcomes.

AI Enablement Lead

Investment Banking Career Coach, Part-time