Data Management & Reporting Intern

Job Description

Data Management & Reporting Intern | Company

The Tone:
This is an internship at Company. The company operates a cutting-edge Investment Management SaaS platform. This role supports the enterprise data strategy and crucial reporting functions, providing a unique opportunity to gain hands-on experience in a professional FinTech environment. The intern will make a tangible impact on operations and client value by contributing to vital areas such as data governance, investment analytics, and business reporting workflows.

The TL;DR
• Role: Internship
• Type: Internship
• Pay: $30 hourly
• Team: Reporting to Data Strategy & Reporting Manager / Product Manager
• Mission: This role supports enterprise data strategy and crucial reporting functions within an Investment Management SaaS platform to enhance operations and client value.
• Tech Stack: Excel, SQL, Python, Tableau, Power BI, database technology

What You’ll Actually Do
• Data Maintenance: Assist in maintaining critical datasets, including client portfolios, investment performance metrics, market signals, and regulatory information.
• Reporting Support: Prepare and deliver various periodic reports and interactive dashboards for internal teams and valued clients, ensuring clarity and accuracy.
• Data Quality: Perform fundamental data quality checks, proactively identify discrepancies, and collaborate to ensure timely resolution and data integrity.
• Documentation: Contribute to the documentation of essential data definitions, data lineage, and reporting standards for organizational consistency.
• Ad-hoc Analytics: Generate insightful ad-hoc analytics requests, transforming raw data into clear, actionable outputs that support strategic decision-making.

The Must-Haves
• Background: Currently enrolled as a sophomore or junior in a Bachelor’s program in Data Science, Finance, Computer Science, Economics, or a closely related quantitative field.
• Experience: Basic understanding and working knowledge of Excel, SQL, or Python for data analysis purposes.
• Skills: Strong attention to detail, excellent written and verbal communication skills, and a proven ability to work collaboratively in a professional environment.
• Bonus: Familiarity with data visualization tools such as Tableau or Power BI, foundational knowledge of database technology, exposure to investment management concepts, or an interest in financial data regulatory aspects.