Finance Trainee
1 week ago
What youll do (primary responsibilities)
60% — Research, Data & Reports
- Research topics for our tools and content; gather clear notes and reliable sources.
- Keep data updated (fund NAVs/AUM and basic bond/yield info); doublecheck for simple errors.
- Compare mutual funds and fixedincome options using our templates; call out the top 2–3 takeaways.
- Make weekly/monthly reports and dashboards with clean charts and plainEnglish summaries.
- Run basic checks with our internal metrics; flag anything unusual for review.
- Coordinate with the social media agency as the POC: share data, factcheck posts, track approvals and the content calendar.
- Light ops support: keep sheets, folders, and trackers organized and up to date.
20% — Newsletter, Content & Microcopy
- Draft, factcheck, and proof the weekly personalfinance newsletter (snappy intros, crisp takeaways, zero fluff).
- Convert finance insights into simple visuals (Canva/Figma) and short social snippets.
- Write product microcopy (tooltips, CTAs, emptystates) in clear, userfriendly language.
20% — UI/UX with AI
- Create lowfidelity wireframes for pages/tools (home, calculators, flows) using AI tools.
- Run quick A/B copy tests; incorporate feedback into the next iteration.
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