Management Trainee — Wilmington Trust

New York, NY · July 2021 – March 2022

Member of M&T Bank's Management Development Program, involving weekly training in key business values and networking with senior level management.

• Out of a 50+ incoming class, 1 of 3 chosen to lead a team in proposing a solution for increasing employee retention to senior level management
• Worked in a team of 5 to propose a solution for targeting new customers in a specific customer segment, practicing principles of customer centricity and agile methodology

Strategic Implementation Group

• Supported Product Leaders in the Global Capital Markets business line, involving risk management, reporting, and process improvement
• Defined guidance on debiting cost centers for miscellaneous amounts by consulting subject matter experts, then crafting a written procedure that was successfully circulated and approved
• Refined competency in Microsoft Excel with thorough data cleaning and frequent use of shortcuts, pivot tables, vlookup, and independently learned formulas as needed

Project on Internal Reporting

• Produced quantitative metrics of team performance involving reviewing work done over the previous 3 months, classifying 500+ tasks into broader themes, then iteratively defining standards for classifying future tasks
• Utilized quantitative theme-based data to produce dashboards in Microsoft Power BI on progress and prioritization of themes, in preparation for bi-weekly presentations to stakeholders
• Set up a series of sample Jira Boards to propose a move from Microsoft Teams, involving preliminary research, mass uploading of tasks, and incremental improvements until receiving final team approval
• Conducted user trainings on Jira and continued to incrementally improve the live board

Self-study

• Self-taught Microsoft Power BI to create reporting dashboards; led team of 5 in transforming and automating monthly reports