AI & Automation Intern - Consulting Services

Cambridge Investment Research

Fairfield (AR)

On-site

USD 48,712,000 - 74,501,000

Part time

12 days ago

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Benefits offered by this job

Medical benefits

401K matching

Paid holidays

Job summary

Cambridge Investment Research is seeking an AI & Automation Intern to work across Consulting Services, supporting Practice Management, SAS, and Source teams. You will explore AI, automation, data analytics, and technology to improve processes and user experiences for financial advisors.

You will partner with multiple teams, develop prototypes, analyze data, and present insights to stakeholders. This paid internship offers mentorship and professional development within Cambridge's 11-week

Qualifications

Current undergraduate student pursuing a degree in Data Analytics, Data Science, Computer Science, Business, Operations, Finance, Marketing Analytics, or a related field.
Demonstrated interest in artificial intelligence, automation, data analytics, or emerging technologies.
Experience building or implementing AI-enabled projects, automations, scripts, or workflows.
Strong analytical and problem-solving skills with the ability to identify opportunities.
Curiosity, initiative, and a desire to learn across multiple business disciplines.
Effective written and verbal communication skills and the ability to collaborate with diverse teams.
Familiarity with Microsoft 365 apps, data analysis tools, coding, scripting, or automation platforms is a plus.
Prior financial services experience is not required; interest in solving problems and turning ideas into practical solutions.

Responsibilities

Partner with Practice Management, SAS, and Source team members to learn how each area supports financial advisors and contributes to the advisor experience.
Shadow team members and analyze business processes to identify workflow inefficiencies and opportunities for AI, automation, or technology-driven improvements.
Research, build, test, and document AI and automation solutions using tools such as Microsoft Copilot, Claude, and other platforms.
Develop prototypes and recommendations for potential implementation to improve efficiency and effectiveness.
Analyze data and create reporting, user profiles, and insights to help teams understand program participants and business opportunities.
Present findings and recommendations to business stakeholders in a clear and professional manner.