Finance & Data Analytics Intern

Moors & Cabot: Where Your Financial Career Finds Its Home.

For over 135 years, Moors & Cabot has been a cornerstone of personalized wealth management. Headquartered in Boston, MA, with offices across the United States, we're not just a financial firm – we're a community dedicated to helping clients achieve their financial goals.

We empower our full-service Financial Professionals with the tools and support they need to excel, offering a comprehensive suite of investment services including financial planning, investment advisory, brokerage, retirement planning, and cash management. We also proudly serve individuals, families, and institutions with a wide range of investment products.

Join a firm with a rich history of integrity and a future built on innovation. At Moors & Cabot, we foster a professional and supportive environment where your contributions are valued, and your success is our priority. Come define the meaning of financial services with us.

Position Summary:

The Moors & Cabot Summer Internship Program provides current college students the ability to gain practical experience within the Financial Services industry. This summer will be filled with meaningful work, hands-on experience, mentorship from experienced leaders, and networking opportunities. At the conclusion of the program, you will present on projects accomplished and key learning takeaways to your peers and other team members of Moors & Cabot. As a Moors & Cabot Intern, you won't just be learning—you will be building. 

This role offers the opportunity to lead pending long-term data analysis projects related to expense & vendor analysis, accounting/P&L entry validation, reporting process improvement, data requirement and gathering assessments. With specified projects in place, the Finance & Data Analytics Intern will gain significant experience and be exposed to the integral connection between qualitative and quantitative data and how it relates to strategic finance initiatives.

This full-time role reports to the Manager of Financial Analysis & Business Intelligence and is based out of our Boston headquarters. Working hours are Monday - Friday 8:30 AM to 5:00 PM EST on a hybrid schedule: at least 3 days in office and up to 2 days remote.

Role Responsibilities

• General Analysis
  • P&L/Accounting entry analysis & validation
  • Intacct/Budget reporting software report building
  • Outside data requirements & gathering/outreach
• Specific Project Analysis
  • Research bottlenecks in close process and develop/implement improvement solutions
  • Develop data feeds for live P&L Reporting initiative
  • Work with software vendors to present team with process improvement options
• Data Team Exposure
• Create finance specific report(s) using relevant data sources & publish in the internal Business Intelligence Platform 
• Support finance initiatives related to data feeds, warehouse, SQL coding & reporting 
• Build operational workflows to leverage Wealthbox as part of M&C Complete, and other relevant initiatives
• Administrative 
  • Drive/Folder cleanup & organization 
  • Document file validation including checking for data consistency in template spreadsheets
  • Provide support to the Finance, Data, and Strategic Initiatives Teams with daily work and special projects

Key Measurements

• Ability to handle a demanding and multifaceted workload
• Attention to detail and consistency of report and report elements
• Clarity and completeness of documentation
• Completion of tactical projects

Minimum Requirements

• Undergraduate student pursuing a degree in Finance, Accounting, Economics, or related field
• Experience in one or more of the following: Finance, Accounting, Investments, Data Science, etc. 
• Strong analytical and quantitative skills
• Experience with financial software and tools (Excel, Google Sheets, Powerpoint)
• Effective oral and written communication skills
• Ability to balance multiple priorities and tasks

Preferred Requirements

• Experience with data analytics tools and accounting softwares
• Experience with Wealthbox or other similar CRMs
• Knowledge of SQL programming language

Compensation & Benefits 

• This position has an hourly rate of $22.00
• Total Rewards Benefits Package:
  • Medical, Dental & Vision
  • Paid holidays and sick days

Moors & Cabot is an Equal Opportunity Employer.

Moors & Cabot is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. 

We utilize the Department of Homeland Security’s employee authorization program, E-Verify. E-Verify confirms employment eligibility by comparing the employee's Form I-9 information entered in E-Verify by the employer with the information in records available to SSA and/or DHS.