Summer Analyst - Practice Management

Accountabilities: The Summer Analyst will support practice management initiatives by assisting with project execution, data analysis, reporting, and process improvement activities. The role requires strong organizational skills, attention to detail, and the ability to collaborate effectively with multiple stakeholders.

Support practice management projects by maintaining project plans, timelines, trackers, meeting notes, and follow-up actions.

Collect, organize, and analyze business information related to advisor teams, planning activities, operational processes, and growth opportunities.

Build and maintain Excel-based tools, dashboards, templates, and reporting materials to support decision-making.

Assist with advisor business planning sessions, strategy workshops, team assessments, and related preparation materials.

Prepare data summaries, presentations, agendas, and documentation to support business initiatives.

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. Success in this role requires curiosity, organization, and the ability to turn information into actionable insights.

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:

The program provides a 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.

How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!  Why Apply Through Jobgether? 

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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