Impact Analytics Intern - Advocacy & Supervision

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

Benefits offered by this job

2 paid holidays

2 days paid time off

Job summary

Cambridge Investment Research, Inc. invites you to join the Advocacy & Supervision Intern program in Fairfield, IA for an 11-week paid summer internship.

The on-site role focuses on supervising daily operations, relationship management, and data analysis to improve processes. As a current undergrad in Finance/Accounting/Business/Marketing/Analytics, you will gain exposure to Compliance, Operations, and various internal teams while building essential skills.

Qualifications

• Current undergraduate student pursuing Finance, Accounting, Business, Marketing, or related field.
• Strong analytical, research, communication, relationship-building, and organizational skills.
• Ability to learn new technologies quickly and use reporting tools, formulas, and data analysis methods.
• Interest in process improvement, automation, AI solutions, financial services operations, and supervision.

Responsibilities

• Analyze data and reports to identify opportunities to improve trade review processes, operational workflows, and relationships with financial professionals.
• Collect data, run reports, review trends, and partner with department leaders to discuss findings and potential solutions.
• Review and update procedures, training materials, and other resources, or recommend new resources to address identified needs.
• Support workflow documentation, data analysis, reporting, AI-related projects, system enhancements, and other strategic initiatives.
• Gain exposure to Compliance, Business Development, Accounting, Operations, and financial professional offices through job shadows and cross-functional collaboration.
• Assist with research involving sponsor or fund companies, paperwork requirements, client account data, and preparation for financial professional office visits.

Skills

Analytical thinking

Communication

Relationship-building

Organizational skills

Learning new technologies

Team collaboration

Education

Undergraduate student in Finance/Accounting/Business/Marketing/Business Analytics

Tools

Power BI

SharePoint

Excel

Salesforce

Microsoft Copilot

Microsoft 365

Job description

Cambridge Investment Research, Inc. invites you to join the Advocacy & Supervision Intern program in Fairfield, IA for an 11-week paid summer internship.

The on-site role focuses on supervising daily operations, relationship management, and data analysis to improve processes. As a current undergrad in Finance/Accounting/Business/Marketing/Analytics, you will gain exposure to Compliance, Operations, and various internal teams while building essential skills.