Financial Operations Analyst Intern

What you'd do

• Complete data analysis projects focused on pain points in financial professional and client service experiences.
• Review and map current process flows to identify inefficiencies, service gaps, and opportunities for improvement.
• Propose and, when appropriate, implement solutions that streamline processes and improve the team’s use of data.
• Work within a collaborative project structure, taking ownership of assigned analysis while partnering with colleagues across teams.
• Use data from NetX, Wealthscape, Compass, TalkDesk, SharePoint, Excel, and Microsoft Copilot to review processes and develop insights.
• Use Power BI or other data analytics tools as needed to analyze and process relevant data sets.

What they want

• Current undergraduate student pursuing Finance, Business, Data Analytics, or a related field.
• Experience with data analysis and process mapping.
• Ability to examine information, identify patterns or pain points, and translate findings into practical solutions.
• Strong problem-solving, organization, communication, and collaboration skills.
• Comfort working with Excel and an interest in learning business systems and analytics tools.
• Initiative and confidence to propose solutions and contribute within a collaborative project environment.
• Financial services industry knowledge is not required.
• Premium benefit package including medical, vision, dental, life and long-term disability insurance
• Vacation/sick time
• 401K retirement plan with company matching program