Investment Analyst Jobs

About The Position

Requirements

• Current undergraduate student pursuing Finance, Business, Data Analytics, or a related field.
• Experience with data analysis and process mapping.
• Ability to examine information, identify patterns or pain points, and translate findings into practical solutions.
• Strong problem-solving, organization, communication, and collaboration skills.
• Comfort working with Excel and an interest in learning business systems and analytics tools.
• Initiative and confidence to propose solutions and contribute within a collaborative project environment.
• Applicants must be authorized to work for any employer in the United States. We are unable to accommodate temporary student work authorizations, including initial Curricular Practical Training (CPT) and Optional Practical Training (OPT).

Nice To Haves

• Financial services industry knowledge is not required.

Responsibilities

• Complete data analysis projects focused on pain points in financial professional and client service experiences.
• Review and map current process flows to identify inefficiencies, service gaps, and opportunities for improvement.
• Propose and, when appropriate, implement solutions that streamline processes and improve the team’s use of data.
• Work within a collaborative project structure, taking ownership of assigned analysis while partnering with colleagues across teams.
• Use data from NetX, Wealthscape, Compass, TalkDesk, SharePoint, Excel, and Microsoft Copilot to review processes and develop insights.
• Use Power BI or other data analytics tools as needed to analyze and process relevant data sets.

Benefits

• Premium benefit package including medical, vision, dental, life and long-term disability insurance
• Vacation/sick time
• 401K retirement plan with company matching program
• Eleven paid holidays
• 2 paid holidays and 2 days of paid time off across the summer