CareerPlan

Summer intern, iLevel – GP MDS

Dallas, TX, USInternship2026-11-06 → 2026-11-10
No visa sponsorship

Core

Process PCM financial data by extracting capital structure and portfolio performance details from financial documents to support portfolio analysis offerings.

Role type

Summer intern, data processing analyst

Builds

iLEVEL & QVAL portfolio analysis offerings

Domain

Private Capital Markets / Financial Data Services

Required skills

Financial accounting statements review, Capitalization Tables analysis, Microsoft Excel (VLOOKUP, HLOOKUP, Indexing, offset matching), Data extraction

Preferred skills

Collaborative problem-solving, Critical thinking

Responsibilities

Review and validate incoming documents for completeness and accuracy, Process client requests and respond to inquiries, Collaborate with cross-functional teams to support workflow improvements, Manage multiple client engagements by prioritizing tasks, Support end-to-end solution delivery by participating in implementations

Seniority

Intern