Finance Operations Intern: Data-Driven Solutions

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

Benefits offered by this job

Apartment-style housing

2 paid holidays

2 days paid time off

Job summary

Cambridge Investment Research, Inc. is offering a Financial Operations Analyst Intern role in Fairfield, IA. You will support the Service Experience team through data analysis and process reviews to identify opportunities that improve financial professional and client service experiences.

You will gain exposure to multiple teams, learn how a broker-dealer operates, and contribute practical recommendations to streamline workflows and data use during the 11-week paid summer program.

Qualifications

• Currently pursuing an undergraduate degree in Finance, Business, or Data Analytics.
• Experience with data analysis and process mapping.
• Ability to translate findings into practical solutions.
• Strong problem-solving, organization, communication, and collaboration skills.
• Comfort with Excel; eager to learn business analytics tools.
• Financial services knowledge not required.

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 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

Communication

Collaboration

Problem solving

Excel

Education

Undergraduate student in Finance/Business/Data Analytics

Tools

Power BI

SharePoint

Job description

Cambridge Investment Research, Inc. is offering a Financial Operations Analyst Intern role in Fairfield, IA. You will support the Service Experience team through data analysis and process reviews to identify opportunities that improve financial professional and client service experiences.

You will gain exposure to multiple teams, learn how a broker-dealer operates, and contribute practical recommendations to streamline workflows and data use during the 11-week paid summer program.