Greenwood Project

• 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

• Complete assigned financial modeling, valuation, and investment analysis projects to demonstrate proficiency in core investment concepts within program deadlines • Engage in guided training sessions covering equity research, financial statement analysis, portfolio construction, and investment strategy • Participate in networking events, mentorship programs, and professional development opportunities to expand your network within the investment community • Embrace a culture of analytical excellence, intellectual curiosity, and continuous learning, positioning yourself as a future leader

• Complete assigned client presentations, pitch development, and relationship management simulations to demonstrate proficiency in sales concepts within program deadlines • Engage in guided training sessions covering capital markets products, client communication strategies, market dynamics, and sales techniques • Participate in networking events, mentorship programs, and professional development opportunities to expand your network within institutional sales and relationship management • Embrace a culture of relationship excellence, market awareness, and continuous learning, positioning yourself as a future leader in financial services sales