Data Management & Reporting Intern

About the role

We are seeking a motivated Data Management & Reporting Intern to support our enterprise data strategy and reporting functions for our Investment Management SaaS platform. This internship offers hands-on experience with data governance, investment analytics, and business reporting workflows in a professional FinTech environment.

Reports to: Data Strategy & Reporting Manager / Product Manager

Responsibilities

• Assist in maintaining datasets related to client portfolios, investment performance, market signals, and regulatory compliance.
• Support the preparation and delivery of periodic reports and dashboards for internal teams and clients.
• Perform basic data quality checks, identify discrepancies, and work with team members to resolve them.
• Help document data definitions, lineage, and reporting standards.
• Participate in cross-team meetings, providing input on data workflows.
• Assist in generating ad-hoc analytics requests with clear, actionable outputs.
• Organize and archive reports according to compliance and governance requirements.

Qualifications

• Currently enrolled as a sophomore or junior in a Bachelor's program in Data Science, Finance, Computer Science, Economics, or related field.
• Basic understanding of Excel, SQL, or Python for data analysis.
• Strong attention to detail and willingness to learn.
• Excellent written and verbal communication skills.
• Ability to work collaboratively in a fast-paced environment.

Skills

• Exposure to data visualization tools (e.g., Tableau, Power BI) and database technology.
• Familiarity with investment management concepts.
• Interest in regulatory and compliance aspects of financial data.

Benefits

• health/vision/dental insurance
• 401(k)
• PTO
• parental leave
• medical leave
• STD/LTD insurance benefits

Pay

Salary Range: $0.00 - $1,00,00,000.00

This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time.