• Works collaboratively as part of a project team(s); Creates and updates project management materials under the direction of assigned project manager(s). • Responds to the needs of the team and client preferences to meet all delivery commitments on time and accurately. • Actively communicates time availability, constraints and progress on deliverables to project manager(s), engaging the Analyst Team Manager as needed to enhance team communication and ensure all project deliverables are met and that client project expectations are met or exceeded. • Responsible for documenting discussions during client meetings and sharing with the team. • Travel to the client site with the project team and/or meet with client via virtual meeting technology at the project manager’s request. This may include traveling on Sundays and on rare occasions international travel. • Update analyst process documentation and support maintenance of intellectual property (e.g,. templates, market data, sales materials) as requested by Analyst Team Manager. • Attend regular team meetings, contribute thoughts and ideas to advance the team’s goals and productivity. • Accurate and timely time tracking to align with business objectives and client-metrics. Keeps detailed and accurate track of time spent on project work and other responsibilities daily using our shared tools. • Keep current and engaged with the advisory and benefits industry by taking advantage of available training and learning resources, actively seeking published documentation as needed and seeking guidance and coaching from leaders as appropriate.

• Support the sub-branch that administrators, configures, and optimizes the Workday HCM system and related business processes along with the Adaptive module. • Act as a technology expert and clearly communicate technical concepts in business terms between and across the different groups while influencing outcomes. • Collaborate with People Operations, Talent Acquisition, Talent Management and other departments to identify and implement system enhancements and process improvements. • Provide production support to functional subject matter experts (SMEs) including troubleshooting and resolving issues and guiding the business on best practices. • Document configuration changes and status of work through Workday Help. • Partner with other members of the Workday Support team to assess cross-functional impacts and to maintain the foundational data model in Workday. • Coordinate the support of HCM related integrations with the technology support team (including benefit integrations). • Help support the uptake, testing, and implementation of new features associated with Workday's semi-annual feature releases impacting HCM and security, reports, and integrations. • Support implementation of new functionality to support the functional owners including facilitating design sessions, leading configuration, coordinating testing, executing cutover, and providing post go live support. • Identify opportunities for improved efficiency and adoptions to drive value to the business.

• Build ongoing research coverage of all US IPOs and direct listings • Data-driven methodology to score and rank deals • Pre-IPO company tearsheet • Pre-IPO fundamental research • Pre-IPO valuation and pricing insights • Post-IPO trading summary • Post-IPO lock-up expiry preview • Offer a high-touch service for select institutional clients covering pre-deal and post-deal activities

• Maintains, updates, and operates existing code and develops new code as needed for review required for projects. • Develops rationale in programs to obtain required parameters to ensure data quality. • Applies given formulas to obtain required statistics for various types of psychometric data. • Maintains written documentation of all programming procedures and file structures for each project. • Assists with QC of data analysis results, applying prescribed criteria, and reporting questionable results. • Communicates concerns/insights to the project psychometrician.