Operations Intern - Summer 2027

About the role

At Freestone, a 27‑year‑old independent wealth and asset management firm with over $15 billion in assets under management and headquartered in Washington (team of over 120 professionals), the Intern fills a general analytical role across the Operations department, which supports all facets of the business. The Intern will primarily focus on technology, data analytics, and financial reporting, working on a variety of projects under the direction of Operations Leadership. The Intern program lasts the summer with continuous training and networking opportunities. Well‑performing interns may assume increasing responsibilities, be asked to stay on for an extended term, and exceptional interns with an interest and aptitude for investments may be offered a full‑time Analyst position. The position is located at the Freestone headquarters office in Seattle, WA.

Responsibilities

• Process Improvement: Review workflows across the firm and identify opportunities to improve efficiency.
• Administration: Help maintain Freestone’s CRM, electronic files, and reporting.
• Data Analysis: Review internal data and identify key trends and takeaways.
• Reporting Assistance: Learn about and answer questions about the financial reporting tool, Tamarac Reporting.
• Additional Support: Assist with other projects as needed to support the Operations team.

Qualifications

• Rising senior pursuing a degree in Analytics, Computer Science, Mathematics, Informatics, Economics, or a related field.
• Interest in working with large data sets.
• Strong quantitative, analytical, and communication skills.
• Strong academic performance, particularly in challenging coursework.
• Curious, willing to learn, and comfortable trying new things.
• Ability to work under pressure and meet deadlines.
• Ability to review large amounts of information and develop thoughtful solutions.
• Comfortable managing projects independently and taking on responsibility.
• Proficiency in Microsoft Word, Excel, and PowerPoint.
• Team‑oriented with a strong work ethic.
• Self‑starter with close attention to detail.
• Positive attitude and willingness to take on new challenges.
• Experience with Power BI and/or SQL is a plus.

Benefits

• Potential for college credit if applicable.
• Catered lunches M‑Th.

Pay

The expected hourly wage for this position is $28/hr (relocation and housing assistance is not provided).

Schedule

The internship will run from mid June to August 2027 (minimum of 9 weeks total). The position is located at the Freestone headquarters office in Seattle, WA.