Finance Data & Process Optimization Intern

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

Benefits offered by this job

Apartment-style housing for Fairfield

Job summary

Cambridge Investment Research, Inc. is offering a Financial Operations Analyst Intern position within its Service Experience team. The role focuses on data analysis and process review to uncover opportunities that improve experiences for financial professionals and clients.

Interns gain exposure across Cambridge, learn how a broker-dealer operates, and contribute practical recommendations to streamline workflows using NetX, Wealthscape, Compass, TalkDesk, SharePoint, Excel, Copilot, and Power BI.

Qualifications

• Experience with data analysis and process mapping.
• Ability to examine information, identify patterns or pain points, and translate findings into practical solutions.
• Strong problem-solving, organization, communication, and collaboration skills.
• Comfort with Excel and a willingness to learn business systems and analytics tools.
• Initiative to propose solutions in a collaborative project environment.

Responsibilities

• Complete data analysis projects focused on pain points in financial professional and client service experiences.
• Review and map current process flows to identify inefficiencies, service gaps, and opportunities for improvement.
• Propose and, when appropriate, implement solutions that streamline processes and improve the team’s use of data.
• Work within a collaborative project structure, taking ownership of assigned analysis while partnering with colleagues across teams.
• Use data from NetX, Wealthscape, Compass, TalkDesk, SharePoint, Excel, and Microsoft Copilot to review processes and develop insights.
• Use Power BI or other data analytics tools as needed to analyze and process relevant data sets.

Skills

Data analysis

Process mapping

Excel

Power BI

Collaboration

Problem solving

Education

Undergraduate student pursuing Finance/Business/Data Analytics

Tools

Power BI

Excel

SharePoint

Job description

Cambridge Investment Research, Inc. is offering a Financial Operations Analyst Intern position within its Service Experience team. The role focuses on data analysis and process review to uncover opportunities that improve experiences for financial professionals and clients.

Interns gain exposure across Cambridge, learn how a broker-dealer operates, and contribute practical recommendations to streamline workflows using NetX, Wealthscape, Compass, TalkDesk, SharePoint, Excel, Copilot, and Power BI.