Financial Operations Analyst Intern

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

Benefits offered by this job

Apartment-style housing

2 paid holidays

2 days paid time off

Job summary

Cambridge Investment Research is offering a Financial Operations Analyst Intern position, a paid 11-week summer program from May 17 to July 30. The role supports the Service Experience team, performing data analysis, process mapping, and cross-team collaboration to improve financial professional and client service experiences.

Locations include Phoenix, AZ or Fairfield, IA with housing options for Fairfield, IA.

Qualifications

• Currently an undergraduate student pursuing Finance, Business, Data Analytics or related field.
• Experience with data analysis and process mapping.
• Able 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 an interest in learning business systems and analytics tools.
• Initiative and confidence to propose solutions within a collaborative project environment.

Responsibilities

• Complete data analysis projects focusing on pain points in financial professional and client service experiences.
• Review and map current process flows to identify inefficiencies and opportunities for improvement.
• Propose and, where appropriate, implement solutions that streamline processes and improve data usage.
• Work within a collaborative project structure and own assigned analyses while partnering with colleagues.
• Use data from NetX, Wealthscape, Compass, TalkDesk, SharePoint, Excel, and Copilot to develop insights.
• Utilize Power BI or other analytics tools to analyze relevant data sets.

Skills

Data analysis

Process mapping

Excel

Power BI

Collaboration

Communication

Problem-solving

Initiative

Education

Undergraduate student in Finance/Business/Data Analytics

Tools

NetX

Wealthscape

Compass

TalkDesk

SharePoint

Microsoft Copilot

Excel

Job description

Job SummaryThe Financial Operations Analyst Intern will support Cambridge’s Service Experience team by using data analysis and process review to identify opportunities that improve financial professional and client service experiences. Interns will gain exposure to teams across Cambridge, learn how a broker-dealer operates, and contribute practical recommendations and solutions that help streamline the department’s work.Key Deliverables and ResponsibilitiesComplete 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.What We Are Looking ForCurrent undergraduate student pursuing Finance, Business, Data Analytics, or a related field.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 working with Excel and an interest in learning business systems and analytics tools.Initiative and confidence to propose solutions and contribute within a collaborative project environment.Financial services industry knowledge is not required.Program Summary: Cambridge’s Next Step 11-week paid summer internship program (May 17 – July 30) gives students the opportunity to gain valuable insight into both their chosen field and the financial service industry while working on meaningful projects that contribute to business outcomes. Each intern is partnered with a professional mentor and participates in our professional development program, which includes industry education, career workshops, leadership panels, and networking events. Nearly 30% of interns return to Cambridge as full-time associates.Location: All internships are on-site, operating out of our Phoenix, AZ or Fairfield, IA offices. Apartment-style housing is available for Fairfield candidates, and some positions may be eligible to work out of our West Des Moines satellite office.Work Authorization: Applicants must be authorized to work for any employer in the United States. We are unable to accommodate temporary student work authorizations, including initial Curricular Practical Training (CPT) and Optional Practical Training (OPT).Posting Window: Applications will be reviewed on a rolling basis beginning in November. Internships are expected to remain posted until January 15, but may close earlier if filled. Candidates are encouraged to apply early for greatest consideration.Compensation: $17-$26 per hour depending upon location, role, and year in school. Interns also receive 2 paid holidays and 2 days of paid time off across the summer.Why Cambridge?Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.Premium benefit package including medical, vision, dental, life and long-term disability insuranceVacation/sick time401K retirement plan with company matching programEleven paid holidaysYou can find more details about our comprehensive benefits package here .Cambridge Overview:Cambridge is a financial solutions firm that provides business support services to thousands of independent financial advisors. These advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country. Cambridge provides significant compliance, technology, and transaction processing support to these financial advisors and their offices.