Quantitative Advisory Junior

About the Role

This paid 10-week internship provides an opportunity to gain hands-on experience in data analysis within the Finance & Accounting department. The program immerses interns in the daily environment of a global financial services company, offering invaluable industry and organizational knowledge through business interactions and job assignments. Interns will engage in projects that directly affect the company's business, interact with senior leaders, and network with employees and interns.

Key Responsibilities

• Support projects and analyses that advance the goals of Client Solutions and Wealth Management (CSWM) areas.
• Gather, organize, and analyze data to identify trends and inform recommendations.
• Prepare clear, well-structured deliverables such as summaries, presentations, and reports for team and leadership audiences.
• Collaborate across teams and build relationships to understand how CSWM areas work together to serve customers and grow the business.
• Build an understanding of how the organization delivers financial solutions, supports distribution growth, enhances advisor capabilities, and drives transformational initiatives.
• Explore and apply AI tools to improve research, analysis, and day-to-day work.
• Work and learn from supportive leaders, mentors, and team members.
• Learn about the company’s purpose, values, operations, and product/service offerings.
• Build a network of colleagues and foster a sense of community with other interns.

Requirements & Tech Stack

• Strong analytical and problem-solving skills.
• Comfort working in Microsoft Excel, PowerPoint, and Word.
• Excellent written and verbal communication skills.
• Strong attention to detail.
• Collaborative mindset.
• Intellectual curiosity.
• Ability to manage multiple priorities in a fast-paced environment.
• Must be available for the full program dates.
• Must be legally authorized to work in the United States without the need for employer sponsorship now or at any time in the future.

Qualifications

• A course of study in mathematics, economics, a business-related discipline (such as finance, accounting, marketing, or management), or a related field.
• Familiarity with, or hands-on experience using, artificial intelligence (AI) tools to research, analyze, or improve work processes.

Compensation: $20–35 per hour

Start Date: Summer 2027