CareerPlan

2027 Summer Intern - Trade Floor Operations Analyst

Newport Beach, CA, USInternship2026-10-17 → 2026-11-09

Core

Support the end-to-end investment trade lifecycle across Cash Desk, Middle Office, and Investment Operations teams by managing cash flows, trade controls, and operational processes.

Role type

Summer Intern, Trade Floor Operations Analyst

Builds

Operational controls, data analysis, reporting, and workflow improvements for fixed income investment products.

Domain

Fixed Income / Investment Operations

Deliverable

dashboards & analysis

Required skills

Microsoft Excel, Python, SQL, VBA, analytical skills, attention to detail, problem-solving

Preferred skills

Finance, fixed income, data analytics, capital markets coursework, AI tools experience

Technologies

Microsoft Excel, Python, SQL, VBA, State Street IMS

Responsibilities

Manage client cash flows and provide internal cash forecasts; govern the day-to-day trade lifecycle; support new securities and corporate actions processing; contribute to technology-enabled process enhancements and reporting.

Seniority

Intern