Advice and Wealth Management Products and Business Solutions Intern
Core
Intern supporting process improvement, business reporting, market research, and product due diligence for Advice & Wealth Management solutions.
Role type
Junior IC business analyst intern
Builds
Internal dashboards, analytical insights, and product due diligence materials
Domain
Financial Services / Wealth Management
Deliverable
dashboards & analysis
Required skills
Data analysis, process improvement, market research, project tracking, presentation skills, Microsoft Office proficiency
Responsibilities
Identify opportunities to improve existing processes; Develop and deliver business reporting and dashboards; Track project milestones and risks; Conduct market and competitive research; Support internal reporting capabilities; Evaluate client and advisor programs; Assist with annual product due diligence; Collaborate on strategic initiatives; Prepare executive summaries.