Student, Finance Opportunities (Winter 2027)
Core
Student co-op roles in financial reporting and analysis supporting month-end close, management reporting, and data governance for a mutual fund company.
Role type
Student co-op financial analyst/reporting specialist
Builds
Monthly/quarterly/year-end financial reports, management dashboards, and finance reporting tools
Domain
Financial Services / Mutual Funds
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Financial reporting, data compilation, financial analysis, variance analysis, project management, Microsoft Excel (advanced), Microsoft PowerPoint, Microsoft Access, VBA coding
Preferred skills
Data governance documentation, research on mutual fund industry, testing new finance tools
Responsibilities
Compile financial and operational data for management reporting, assist with month-end close processes, analyze sales and financial data to identify trends, support development of finance reporting tools, participate in industry research projects
Seniority
Student, Co-op
