Data Management & Reporting Intern

Clearwater Analytics, LLC; New York (NY); On-site; USD 21,000 - 34,000; Full time

Benefits offered by this job

Health insurance

401(k)

PTO

Parental leave

Medical leave

Job summary

Clearwater Analytics is seeking a Data Management & Reporting Intern to support our enterprise data strategy and reporting workflows for our investment management SaaS platform. This role offers hands-on experience with data governance, investment analytics, and business reporting in a professional FinTech environment.

You will gain exposure to SQL, Python, and data visualization while supporting portfolios, performance data, and regulatory reporting.

Qualifications

• Currently enrolled as a sophomore or junior in a Bachelor's program in Data Science, Finance, Computer Science, Economics, or related field.
• Basic understanding of Excel, SQL, or Python for data analysis.
• Strong attention to detail and willingness to learn.
• Excellent written and verbal communication skills.
• Ability to work collaboratively in a fast-paced environment.

Responsibilities

• Assist in maintaining datasets related to client portfolios, investment performance, market signals, and regulatory compliance.
• Support the preparation and delivery of periodic reports and dashboards for internal teams and clients.
• Perform basic data quality checks, identify discrepancies, and work with team members to resolve them.
• Help document data definitions, lineage, and reporting standards.
• Participate in cross-team meetings, providing input on data workflows.
• Assist in generating ad-hoc analytics requests with clear, actionable outputs.
• Organize and archive reports according to compliance and governance requirements.

Skills

Attention to detail

Willingness to learn

Excellent written and verbal skills

Team collaboration

Education

Sophomore or Junior in Bachelor's program (Data Science, Finance, CS, Economics, or related)

Tools

Tableau

Power BI

SQL

Python

Excel

Job description

Job Summary

We are seeking a motivated Data Management & Reporting Intern to support our enterprise data strategy and reporting functions for our Investment Management SaaS platform. This internship offers hands‑on experience with data governance, investment analytics, and business reporting workflows in a professional FinTech environment.

Key Responsibilities

• Assist in maintaining datasets related to client portfolios, investment performance, market signals, and regulatory compliance.
• Support the preparation and delivery of periodic reports and dashboards for internal teams and clients.
• Perform basic data quality checks, identify discrepancies, and work with team members to resolve them.
• Help document data definitions, lineage, and reporting standards.
• Participate in cross‑team meetings, providing input on data workflows.
• Assist in generating ad‑hoc analytics requests with clear, actionable outputs.
• Organize and archive reports according to compliance and governance requirements.

Qualifications

• Currently enrolled as a sophomore or junior in a Bachelor's program in Data Science, Finance, Computer Science, Economics, or related field.
• Basic understanding of Excel, SQL, or Python for data analysis.
• Strong attention to detail and willingness to learn.
• Excellent written and verbal communication skills.
• Ability to work collaboratively in a fast‑paced environment.

Preferred Skills

• Exposure to data visualization tools (e.g., Tableau, Power BI) and database technology.
• Familiarity with investment management concepts.
• Interest in regulatory and compliance aspects of financial data.

Reporting Structure

Reports to: Data Strategy & Reporting Manager / Product Manager

What You Will Gain

• Practical experience with financial data management in the investment industry.
• Exposure to enterprise‑level data governance processes.
• Insights into analytics that drive client value and business decision‑making.
• Networking and mentorship opportunities with senior technology and business leaders.

Salary Range

$0.00 - $1,00,00,000.00

This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job‑related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time.

Benefits

• health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits.

Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

Thank you for your interest in a career with Clearwater!

Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud‑native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater’s single‑instance, multi‑tenant architecture delivers real‑time data and AI‑driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally. Learn more at www.clearwateranalytics.com.