Summer intern, iLevel – GP MDS

OSTTRA•Dallas, TX

About The Position

The Summer Intern will support S&P Global Managed Data Services, which provides data services to clients in the Private Capital Markets. The role involves processing private capital markets financial data, extracting capital structure and portfolio performance information from financial documents, and supporting portfolio analysis offerings including iLEVEL and QVAL. The intern will engage with clients to understand their business needs and workflows, respond to requests, validate documents, and work with cross-functional teams to improve processes and deliver accurate data and solutions. The internship program runs from June 1 through August 6, 2027. The position is limited to people with indefinite authorization to work in the United States. The anticipated base pay is $20 to $25 per hour; the role is not eligible for an annual incentive bonus or sales commission plan.

Requirements

Currently enrolled in an accredited four-year college or university, pursuing a degree in a related field such as Finance, Accounting, Business Administration, or Data Analytics, with an expected graduation date no later than June 2028.
Comfortable reviewing financial accounting statements, including income statements, balance sheets, and statements of cash flows, as well as capitalization tables.
Strong Microsoft Excel knowledge, including VLOOKUP, HLOOKUP, indexing, and offset matching.
Ability to collaborate across technical and operations teams.
Indefinite right to work in the United States.

Responsibilities

Engage in dialogue and discovery with clients to understand their business needs, workflows, and success criteria.
Process client requests and respond to inquiries promptly and professionally, escalating issues as needed.
Collaborate with cross-functional teams to support workflow improvements, share information, and ensure efficient and accurate data management.
Manage multiple client engagements by prioritizing tasks, coordinating solutions, and delivering accurate, high-quality outcomes.
Support end-to-end solution delivery by participating in implementations, coordinating tasks, and helping meet or exceed client expectations.
Review and validate incoming documents for completeness, accuracy, and compliance with client requirements, identifying missing or incorrect information.
Extract capital structure information and portfolio performance details from financial documents and enter the data into portfolio analysis offerings.