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
The compensation for this position is $30 per hour
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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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Hybrid Workspace
Employees engage in a combination of remote and on-site work.
