Finance Analytics Intern - Summer (Hybrid)

Aon plc; Chicago (IL); Hybrid; USD 28,000 - 30,000; Full time

Job summary

Wealthspire is offering a 10-week Summer Internship with the Fiducient Advisors Performance Analytics team. The role involves day-to-day data work, onboarding clients, and gaining hands-on experience in performance systems and CRM.

The position is in-person three days a week with remote two days, based in Chicago, IL or Windsor, CT. Candidates should be a rising senior majoring in Finance, Business, or Economics and proficient in Microsoft Excel.

Qualifications

• Rising senior preferred
• Finance, Business, or Economics major required
• Excellent attention to detail and strong organizational skills
• Ability to manage multiple projects simultaneously
• Interest in investments and financial services
• Proficiency with Microsoft Excel

Responsibilities

• Support onboarding of new clients within Fiducient’s performance systems.
• Enter, update, and maintain data across performance and CRM systems.
• Use Excel to reconcile performance data and identify discrepancies.
• Participate in training and development with Performance team leaders.
• Assist with ad hoc projects and team initiatives.

Skills

Excel

Attention to detail

Organizational skills

Multitasking

Finance knowledge

Strong communication

Education

Finance major

Business major

Economics major

Tools

Microsoft Excel

Job description

Wealthspire is offering a 10-week Summer Internship with the Fiducient Advisors Performance Analytics team. The role involves day-to-day data work, onboarding clients, and gaining hands-on experience in performance systems and CRM.

The position is in-person three days a week with remote two days, based in Chicago, IL or Windsor, CT. Candidates should be a rising senior majoring in Finance, Business, or Economics and proficient in Microsoft Excel.