Finance Trainee

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.