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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in researching and synthesizing emerging fintech technologies and customer behaviors to inform strategic decisions. Proficient in creating clear problem statements, opportunity briefs, and user stories while collaborating with cross-functional teams to drive innovation in financial services.
Highest-signal resume keywords
Project ManagementData AnalysisFintech ExposureUser Story CreationCommunication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalysisProject ManagementUser Story CreationJourney MappingMockup DevelopmentOpportunity BriefsProcess MappingResearch SynthesisProblem SolvingAnalytical Skills
Soft Skills
CuriosityOrganizational SkillsCommunication SkillsAdaptabilityCritical Thinking
Tools & Technologies
ExcelPower BISQLPythonPowerPointJiraMuralFigmaConfluence
Industry Keywords
FintechBankingPaymentsAIAutomationProduct ManagementUXConsultingEmerging Technology
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
