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Tech Stack
Tools & technologiesPythonSQL
About the role
Key responsibilities & impact- Research emerging technologies, fintech trends, startups, customer behaviors, and market shifts that could shape the future of financial services.
- Help identify customer, employee, and business problems that are worth solving.
- Turn early ideas into clear problem statements, opportunity briefs, journey maps, user stories, mockups, or pilot plans.
- Support experiments, proofs of concept, and pilots by helping define goals, success measures, risks, and next steps.
- Partner with product, design, technology, risk, compliance, and business teams to understand what is possible, valuable, usable, and safe.
- Create executive-ready materials that explain what we learned, why it matters, and what we recommend.
- Track areas such as AI, automation, digital payments, data tools, workflow platforms, fintech partnerships, and customer experience.
Requirements
What you’ll need- Bachelor's degree, or equivalent work experience
- Three to five years of experience in project management activities
- Experience through internships, project work, research, consulting, product, design, technology, startup, financial services, or business analysis roles
- Strong curiosity about technology, customer behavior, and the future of financial services
- Ability to research, synthesize, and explain complex topics in simple language
- Excellent verbal and written communication skills
- Strong organizational, analytical, and problem-solving skills
- Comfortable working in ambiguity, asking thoughtful questions, and managing multiple workstreams
- Exposure to fintech, banking, payments, AI, automation, product management, UX, consulting, startups, or emerging technology
- Experience creating presentations, research briefs, process maps, journey maps, mockups, user stories, or pilot plans
- Basic data analysis skills using Excel, Power BI, SQL, Python, or similar tools
- Experience with tools such as PowerPoint, Excel, Jira, Mural, Figma, Confluence, or similar collaboration platforms
Benefits
Comp & perks- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Data AnalysisProject ManagementUser Story CreationJourney MappingMockup DevelopmentOpportunity BriefsProcess MappingResearch SynthesisProblem SolvingAnalytical Skills
Soft Skills
CuriosityOrganizational SkillsCommunication SkillsAdaptabilityCritical Thinking
