AI & Automation Intern - Consulting Services

Cambridge Investment Research, Inc.; Fairfield (IA); On-site; USD 23,000 - 36,000; Full time

Benefits offered by this job

Apartment-style housing

Paid time off

Premium benefits package

401K retirement plan with company-math

Job summary

Cambridge Investment Research, Inc. invites an AI & Automation Intern to work across Consulting Services, supporting Practice Management, SAS, and Source teams.

The role provides exposure to AI applications, data analytics, and technology to improve advisor experiences and business processes. You will collaborate with multiple teams to identify opportunities, develop prototypes, and document practical solutions.

Qualifications

• Pursuing a degree in Data Analytics, Data Science, CS, Business, Operations, Finance, Marketing Analytics, or related field.
• Demonstrated interest in artificial intelligence, automation, data analytics, or emerging technologies.
• Experience building or implementing AI-enabled projects, automations, scripts, workflows, or other technology solutions.
• Strong analytical and problem-solving skills with the ability to identify opportunities and recommend practical solutions.
• Curiosity, initiative, and a desire to learn across multiple business disciplines.
• Effective written and verbal communication skills and the ability to work collaboratively with diverse teams.
• Familiarity with Microsoft 365 applications and data analysis tools is a plus.

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 practical AI and automation solutions using approved tools such as Microsoft Copilot, Claude, and other technology platforms.
• Develop prototypes and recommendations that can be evaluated and potentially implemented by the business to improve efficiency and effectiveness.
• Analyze data and create reporting, user profiles, and insights that help teams better understand program participants, target markets, and business opportunities.
• Present findings, recommendations, and project outcomes to business stakeholders in a clear and professional manner.

Skills

AI interest

Data analytics

Problem solving

Communication

Microsoft 365

Education

Undergraduate student

Tools

Microsoft Copilot

Claude

Job description

Cambridge Investment Research, Inc. invites an AI & Automation Intern to work across Consulting Services, supporting Practice Management, SAS, and Source teams.

The role provides exposure to AI applications, data analytics, and technology to improve advisor experiences and business processes. You will collaborate with multiple teams to identify opportunities, develop prototypes, and document practical solutions.