EFG Holding Internship
Analytics and reporting systems for a leading financial services group
Internship Snapshot
- Supported investment and operations teams with actionable dashboards and reports.
- Streamlined data flows to improve speed and consistency of weekly insights.
- Collaborated across finance and tech to align metrics with decision-makers.
Overview
During my internship at EFG Holding, I contributed to the analytics and reporting stack that informs investment and operational decisions. The focus was on reliable data intake, clean transformations, and concise storytelling for senior stakeholders.
Responsibilities & Approach
Data Intake & Validation
- Consolidated feeds from market data and internal systems, adding checks for completeness and anomalies.
- Documented data definitions to keep finance and tech aligned on KPIs.
Dashboarding & Reporting
- Built and refined dashboards to highlight trends in portfolio performance and operational efficiency.
- Optimized refresh cadence so teams received updates faster with fewer manual steps.
Collaboration & Communication
- Gathered requirements from analysts and managers to tailor views to their decisions.
- Presented findings with clear visuals and concise takeaways for weekly reviews.
Outcomes
- Reduced manual reporting overhead by tightening data pipelines and refreshes.
- Delivered clearer KPI visibility, improving the speed of weekly decision cycles.
- Established repeatable templates for future analytics work at the firm.
Focus Areas
Data validation, dashboard design, KPI alignment, stakeholder communication, operational efficiency.