Summer Analyst - Practice Management

Accountabilities

• Support practice management initiatives by assisting with project execution, data analysis, reporting, and process improvement activities.
• Collaborate with internal teams across operations, technology, regional groups, and other business functions to coordinate execution.
• Identify opportunities to improve processes, strengthen documentation, and create reusable tools and workflows.
• Contribute to ongoing initiatives focused on improving team effectiveness and scalable business operations.

Requirements

• The ideal candidate will be a motivated undergraduate student with an interest in financial services, strong analytical capabilities, and the ability to communicate effectively in a professional environment.
• Currently pursuing a bachelor’s degree in business, finance, economics, data analytics, management, operations, communications, or a related field.
• Expected graduation year of 2028 and strong academic standing.
• Interest in wealth management, financial services, business strategy, or operational improvement.
• Strong analytical skills with the ability to organize data, identify trends, summarize findings, and develop recommendations.
• Advanced proficiency in Microsoft Excel and PowerPoint, including creating trackers, charts, reports, and presentation materials.
• Strong written and verbal communication skills with the ability to create clear and professional business documents.
• Ability to manage multiple priorities, collaborate with different stakeholders, and work effectively in a team environment.
• Proactive mindset with strong attention to detail and willingness to learn.

Benefits

• Structured learning experience with mentorship, professional development opportunities, and exposure to a dynamic financial services environment.
• Competitive hourly compensation of $35.00/hour.
• Ten-week summer internship program running from June through August.
• Mentorship support to guide professional growth and development.
• Weekly speaker series featuring insights into the business, culture, and industry perspectives.
• Training focused on business operations, strategy, and organizational impact.
• Opportunities to connect and network with peers, mentors, and senior professionals.
• Exposure to wealth management, advisor operating models, client experience, and practice strategy.
• Collaborative environment designed to support learning and career development.