Summer Student - Intermediary Distribution
Core
Summer student supporting the sales desk to operate efficiently and identify higher-value sales prospects for investment solutions.
Role type
Summer intern (sales support)
Builds
Investment solutions (mutual funds, separately managed accounts, private equity) distributed through financial advisor intermediaries
Domain
Financial services / Investment management
Deliverable
product features
Required skills
Data analysis, Organization, Microsoft Excel, Communication, Team collaboration
Preferred skills
Financial services interest, Data-driven opportunity identification, Microsoft Copilot familiarity, Project leadership
Technologies
Microsoft Office, Excel, Microsoft Copilot
Responsibilities
Analyze and organize data to inform sales efforts, Assist with sales-related projects, Collaborate with Sales Desk team members, Participate in career development and mentorship, Work toward obtaining the Securities Industry Essentials (SIE) credential
Seniority
Student / Intern