Data Management & Reporting Intern

Posted One Month Ago
New York, NY, USA
Hybrid
Internship
Fintech • Software • Financial Services
See Clearly. Act Confidently.
The Role
Supports enterprise data management and reporting for an investment management SaaS platform. Responsibilities include maintaining investment datasets, preparing reports and dashboards, performing data quality checks, documenting data governance standards, supporting ad hoc analytics, and archiving reports for compliance. The intern collaborates across teams and gains experience in financial data, investment analytics, and enterprise data governance.
Summary Generated by Built In

Job Summary

We are seeking a motivated Data Management & Reporting Intern to support our enterprise data strategy and reporting functions for our Investment Management SaaS platform. This internship offers hands-on experience with data governance, investment analytics, and business reporting workflows in a professional FinTech environment.

Key Responsibilities

· Assist in maintaining datasets related to client portfolios, investment performance, market signals, and regulatory compliance.

· Support the preparation and delivery of periodic reports and dashboards for internal teams and clients.

· Perform basic data quality checks, identify discrepancies, and work with team members to resolve them.

· Help document data definitions, lineage, and reporting standards.

· Participate in cross-team meetings, providing input on data workflows.

· Assist in generating ad-hoc analytics requests with clear, actionable outputs.

· Organize and archive reports according to compliance and governance requirements.

Qualifications

· Currently enrolled as a sophomore or junior in a Bachelor's program in Data Science, Finance, Computer Science, Economics, or related field.

· Basic understanding of Excel, SQL, or Python for data analysis.

· Strong attention to detail and willingness to learn.

· Excellent written and verbal communication skills.

· Ability to work collaboratively in a fast-paced environment.

Preferred Skills

· Exposure to data visualization tools (e.g., Tableau, Power BI) and database technology.

· Familiarity with investment management concepts.

· Interest in regulatory and compliance aspects of financial data.

Reporting Structure

Reports to: Data Strategy & Reporting Manager / Product Manager

What You Will Gain

· Practical experience with financial data management in the investment industry.

· Exposure to enterprise-level data governance processes.

· Insights into analytics that drive client value and business decision-making.

· Networking and mentorship opportunities with senior technology and business leaders.

Salary Range

$0.00 - $1,00,00,000.00

This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

Skills Required

  • Currently enrolled as a sophomore or junior in a bachelor's degree program in Data Science, Finance, Computer Science, Economics, or a related field
  • Basic understanding of Excel, SQL, or Python for data analysis
  • Strong attention to detail and willingness to learn
  • Excellent written and verbal communication skills
  • Ability to work collaboratively in a fast-paced environment
  • Exposure to data visualization tools such as Tableau or Power BI and database technology
  • Familiarity with investment management concepts
  • Interest in regulatory and compliance aspects of financial data

What the Team is Saying

Dan
Andrew
Cynthia
Liz
Alok
Dori
Ahmad
Clearwater Analytics (CWAN)
Souvik Das
Sandeep Sahai

Clearwater Analytics (CWAN) Compensation & Benefits Highlights

  • Retirement Support — A 401(k) plan with employer matching is highlighted consistently in company materials and benefits summaries. Feedback suggests the match makes retirement savings a clear strength of the package.
  • Flexible Benefits — Hybrid schedules, flexible hours, and short work-from-anywhere allowances are advertised for some roles. Feedback suggests this flexibility adds practical value even when positions are not fully remote.
  • Equity Value & Accessibility — Restricted stock units and an employee stock purchase plan are listed as part of total rewards for eligible roles. Feedback suggests these equity programs can enhance overall compensation when included in an offer.

Clearwater Analytics (CWAN) Insights

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The Company
HQ: Boise, ID
1,100 Employees
Year Founded: 2004

What We Do

CWAN was founded on a simple belief: investment professionals deserve modern technology that actually works for them. Not legacy systems that slow them down. Not fragmented data that creates confusion. But one comprehensive platform that gives you complete visibility and crystal-clear insights. The result? Investment management that works as seamlessly as your investment strategy. Since our founding in 2004, CWAN has been the trusted technology partner powering the world’s leading institutional investors — from insurance companies, asset managers, and hedge funds to asset owners like corporations, endowments, and pension funds managing over $10 trillion in assets.

Why Work With Us

We continue to grow, fueled by a strong foundation, an ambitious vision, and a commitment to delivering exceptional value to our clients, partners, and team members around the world. What started as a bold idea in Boise, Idaho has rapidly transformed into a global presence. We’ve expanded our footprint significantly—now operating out of 24 offices

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Clearwater Analytics (CWAN) Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
HQBoise, ID
Bengaluru, Karnataka
Chicago, IL
Dublin, IE
Hong Kong, 23/F, Man Yee Building
London, GB
Mumbai, Maharashtra
New York, NY
Singapore
Sydney
Learn more

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