About The Position
The Sales Engineering Analyst Intern supports the go-to-market and product teams at the intersection of client engagement and technical solution design. In this role, the individual will assist with preparing technical demonstrations, helping configure demo environments, and contributing research and analysis to support client conversations. This role offers hands-on exposure to financial services, AI, and SaaS environments, allowing the candidate to deepen both technical and commercial skillsets.
Requirements
- Senior undergraduate student (or recent graduate) with coursework in finance, economics, business, computer science, or a related field
- Foundational understanding of private equity, investment banking, or broader financial markets
- Strong analytical skills with comfort working in Excel, PowerPoint, and data-driven environments
- Detail-oriented, organized, and comfortable managing multiple workstreams in a fast-paced environment
- Curious, proactive, and eager to learn
Nice To Haves
- Prior internship in finance, private markets, consulting, fintech, or a related analytical environment is a plus
Responsibilities
- Support the preparation and delivery of product demonstrations tailored to investment firms (private equity, credit, real estate, etc.) and investment banks, helping customize materials based on client use cases
- Assist with platform configuration and data setup to align with customer workflows, investment processes, and reporting needs
- Document client feedback and user requirements, synthesizing insights to share with product and engineering teams
- Conduct research on industry trends across fintech, generative AI, and private markets; summarize insights to inform internal strategy and client discussions
- Contribute to drafting responses for technical questionnaires, RFIs, and security-related requests under guidance from senior stakeholders
- Assist in maintaining internal knowledge resources, demo environments, and client-facing materials
Benefits
- Benefits include health insurance (medical, dental, vision), a retirement savings plan, paid time off, and other employee benefits. Specific details will be provided during the interview process.
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What This Job Offers
Career Level
Intern
