CRM Data Summer Intern

Moelis & Company Group Lp • New York, NY

320d • $18 - $20

About The Position

We are passionate about our business and our culture, and are seeking individuals with that same drive. The CRM Data Summer Intern will work on data entry and database management for the Business Management team in NY. This role will be responsible for the integrity of our CRM data which is critical to our investment banking operations. The Intern will obtain a ‘behind the scenes' perspective of the investment banking industry and experience first-hand working in a fast-paced environment. Duration of Summer Internship: 10-12 weeks.

Requirements

• Positive attitude and eagerness to learn
• Strong attention to detail and accuracy
• Teamwork - ability to collaborate in a professional and constructive manner
• Self-starter and resourceful with strong drive and work ethic
• Excellent problem solving and troubleshooting skills
• Detail oriented and highly organized

Nice To Haves

• Undergraduate student, class of 2026
• Finance, Economics or related major preferred
• Interest in investment banking, financial concepts and related market activities
• Computer skills (Microsoft Suite - Excel, PPT, Word, etc.) preferred

Responsibilities

• Enter and maintain Client and Contact information in Salesforce CRM
• Research internal and external sources to update records and/or complete inaccurate or missing information
• Perform regular data cleansing activities including merging duplicate company and/or contacts
• Identify and resolve data-related issues and discrepancies
• Intake and process client related data from multiple sources
• Support team on special initiatives and data clean-up projects
• Follow and maintain database entry techniques, standards and procedures
• Establish and adhere to cadence for timely updates

Benefits

• Hourly Pay: $18-20

What This Job Offers

• Career Level: Intern
• Industry: Management of Companies and Enterprises
• Education Level: No Education Listed