Investment Operations Intern (Financial Services)

Dexian; Berwyn (PA); On-site; USD 29,000 - 30,000; Full time

Job summary

Dexian, a leading talent and technology solutions provider, is seeking a recent graduate for an entry-level role in financial services operations in Berwyn, PA. You will help with account processing, documentation reviews, onboarding, and quality control, supporting a collaborative team.

The position offers an opportunity to gain hands-on experience across account processing and reporting, with a focus on accuracy and operational excellence in a dynamic environment.

Qualifications

• Bachelor's degree in finance, accounting, economics, business or related field.
• 0–5 years of experience; entry-level candidates encouraged to apply.
• Strong attention to detail and analytical thinking.

Responsibilities

• Review account documentation and transactions for accuracy.
• Assist with new account setup, onboarding, and account maintenance.
• Identify and resolve documentation discrepancies.
• Support operational reporting and quality control processes.
• Collaborate with internal teams to ensure smooth account processing.

Skills

Attention to detail

Analytical thinking

Organizational skills

Education

Bachelor's degree in Finance / Accounting / Economics / Business

Tools

MS Office

Job description

Dexian, a leading talent and technology solutions provider, is seeking a recent graduate for an entry-level role in financial services operations in Berwyn, PA. You will help with account processing, documentation reviews, onboarding, and quality control, supporting a collaborative team.

The position offers an opportunity to gain hands-on experience across account processing and reporting, with a focus on accuracy and operational excellence in a dynamic environment.