2027 Summer Risk Management Strategy Analyst Internship
Core
Support data-driven projects for the accuracy, organization, and strategic planning of the firm's risk management and insurance planning practice.
Role type
Summer intern, risk management strategy analyst
Builds
Data reconciliation outputs, cleaned data sets, AI-assisted reporting workflows, operational trackers and dashboards
Domain
Financial services (Registered Investment Advisory) + Risk Management + Insurance Planning
Deliverable
dashboards & analysis
Required skills
Data reconciliation, data cleaning, Microsoft Excel (advanced), AI tool usage (Claude), attention to detail, written and verbal communication
Preferred skills
Salesforce experience, familiarity with Microsoft PowerPoint
Technologies
Salesforce, Microsoft Excel, Microsoft PowerPoint, Claude
Responsibilities
Reconcile data across Salesforce and other systems; clean and organize data to resolve discrepancies; partner on AI projects to automate reporting and analysis; maintain trackers and databases; prepare materials for internal planning meetings
Seniority
Intern
