Summer Analyst - Practice Management

📋 Description Support practice management projects with plans, timelines, trackers, notes, and actions. Collect, organize, and analyze advisor, planning, and operational data. Build and maintain Excel-based tools, dashboards, and reporting materials. Assist with advisor planning sessions, strategy workshops, and prep materials. Prepare data summaries, agendas, and documentation for initiatives. Collaborate with operations, technology, and regional teams to coordinate execution. 🎯 Requirements Pursuing a bachelor’s in business, finance, economics, data analytics, or related fields. Expected graduation in 2028 with strong academic standing. Interest in wealth management, financial services, or operational improvement. Strong analytical skills to organize data, identify trends, and summarize. Advanced proficiency in Excel and PowerPoint (trackers, charts, reports). Strong written and verbal communication; clear business documents. 🎁 Benefits Competitive hourly compensation of $35.00/hour. Ten-week summer internship June–August. Mentorship to guide professional growth. Weekly speaker series on business, culture, industry perspectives. Training on business operations, strategy, and organizational impact. Networking with peers, mentors, and senior professionals.