ION · 1 month ago
Special Projects Associate – Office of the President
ION Group is a leading provider of trading and workflow automation software, seeking a Special Projects Associate to support the President of DASH Financial Technologies. This role involves managing strategic initiatives, conducting market research, and preparing analytical materials to facilitate executive discussions.
AccountingAsset ManagementFinanceFinancial ServicesSoftware
Responsibilities
Partner with the President to execute a wide variety of strategic, analytical, and operational projects
Conduct market and competitor research and distill findings into clear summaries and recommendations
Prepare PowerPoint presentations, Excel models, and analytical materials to support executive-level discussions
Evaluate and test AI tools and technology platforms for potential firmwide application
Manage smaller-scale cross-functional initiatives, ensuring timelines, deliverables, and outcomes are achieved
Develop executive briefings, reports, and dashboards summarizing project status and insights
Work with discretion and judgment, often handling sensitive and confidential information
Operate with a bias for action, following through to completion with minimal oversight
Adapt quickly to changing priorities, bringing structure and clarity to complex problems
Qualification
Required
Bachelor's degree in Finance, Economics, Business Administration, or a related analytical field from a top-tier university
1–3 years of relevant professional experience or demonstrated academic excellence and leadership as a recent graduate
Strong proficiency in Microsoft Excel and PowerPoint, ability to create professional, executive-ready materials
Technology and AI literacy — eager to explore, learn, and apply emerging tools to improve workflow and decision-making
Proven analytical skills, including the ability to interpret data, identify insights, and communicate findings effectively
Exceptional written and verbal communication skills, with attention to clarity, structure, and tone
Demonstrated ability to manage multiple tasks, prioritize effectively, and work under tight deadlines
High sense of urgency, initiative, and follow-through; self-starter who thrives in fast-paced, dynamic environments
Ability to understand and synthesize complex concepts quickly
Strong interpersonal skills, maturity, and the ability to interact effectively with senior leadership
Preferred
Prior experience in financial services, trading, or technology
Understanding of options markets or financial markets strongly preferred
Exposure to or interest in AI-driven business tools, process automation, or analytics platforms
Evidence of intellectual curiosity, problem-solving, and a desire to learn continuously
Company
ION
ION Group provides solutions for electronic trading, position management, pricing, risk management, and downstream processing for clients.
H1B Sponsorship
ION has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (1)
2022 (2)
2021 (4)
Funding
Current Stage
Late StageLeadership Team
Recent News
2025-12-19
2025-12-04
2025-12-03
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