Sales Summer Intern

DBA • Irving, TX

1d • Hybrid

About The Position

We are seeking a motivated, analytical, and detail-oriented intern to join our Sales & Distribution team. This role is designed to provide hands-on experience in asset management, relationship management, and investment product analysis. The Sales intern will support our senior sales professionals by providing data-driven insights, conducting market research, and enhancing our client-facing materials to support our distribution efforts.

Requirements

• Currently pursuing a bachelor's degree in investment management, finance, business, or related field
• Strong written and verbal communication skills
• Proficiency in Microsoft Office (PowerPoint, Excel, Word)
• Detail-oriented with strong organizational and time-management skills
• Ability to handle multiple projects and meet deadlines
• Interest in financial markets, investment management, or financial services

Nice To Haves

• Dashboarding experience is a plus (e.g. Salesforce, Power BI)
• Prior finance-related experience in wealth management, financial analysis, sales support, or research, preferred

Responsibilities

• Assist the sales team with data manipulation, CRM maintenance (e.g., Salesforce), and performance analysis, gaining broad exposure to asset classes and investment professionals throughout the firm
• Work with the distribution team to provide quantitative and qualitative analysis, conduct market research, and assist in strategic planning to help advisors meet their investment objectives
• Work with internal tools and software (e.g. Walletshare, Morningstar, Dakota and RIA Database) to create efficiencies and automate reporting for the distribution team
• Learn about asset allocation strategies and identify investment capabilities across traditional and alternative strategies to support client investment objectives
• Assist in creating marketing materials, presentations, and pitch books for client meetings
• Support the sales team with special projects as assigned

Benefits

• Knowledge and insights into the distribution organization of a boutique asset management firm
• Learn how to use industry-specific tools and develop professional skills like teamwork and time management
• Develop an understanding of the different departments in the organization and network with leadership

What This Job Offers

• Job Type: Full-time
• Career Level: Intern