Description

Envestnet is seeking a Data Aggregation Support Intern to join our Platform Operations team. This position is expected to report to our Raleigh, NC office location.

Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone. 

Since our founding over 20 years ago, we are fully vested in helping people live an intelligent financial life. If you love the idea of working in a Fintech company with the environment and excitement of a start-up where you are making everyday impact - then read on.  

Job Summary:

The Data Aggregation Support Intern will assist with projects and reporting focused on data and trend analysis, documentation of processes and assisting with the streamlining of workflows across related teams. Using data-driven analysis, this individual will contribute to project prioritization, training initiatives and helping to identify efficiencies within the Data Aggregation department.

Job Responsibilities:

Work with management to prioritize project work and analyze data outputs for the assigned project.
Leverage SQL, Microsoft Excel, Zendesk and other tools to analyze trends and compile reports for review by leadership.
Directly work with Data Aggregation providers to facilitate problem resolution and improve efficiencies and current processes.
Establish and maintain strong and cooperative relationships with Envestnet and Tamarac client service teams to foster a cooperative environment for the resolution of problems and/or errors.
Provide support for internal groups working with firms/clients on Data Aggregation. Support includes, but is not limited to, research and resolution on account level issues involving data aggregation providers. This could include data feed, reconciliation, pricing issues, etc.
Help facilitate best practice process management with various operational and administrative areas of the organization, including making suggestions for improved client service, quality control, and risk management procedures.
Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested. 
As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.

Required Qualifications: 

Enrolled in an accredited College/University
Overall understanding of the work environment and operational processes.
Ability to critically analyze information and make sound recommendations.
Strong information-gathering and troubleshooting skills.
Proficient with SQL, Microsoft Word and Excel.
Knowledge of the securities industry, of various types of investment vehicles, and trading methods is preferred

Envestnet’s Summer Internship Program: 

Envestnet’s Summer Internship Program provides a paid, 10-week, full-time experience for qualified students to learn more about Envestnet and what we do. Interns will receive hands on exposure to the inner workings of their teams and functions.

The 2025 Summer Internship program will begin on June 9th, 2025, and will conclude on August 15th, 2025.   All interns must be a commutable distance to an office location and will be expected to work in office.

About Us: 

Envestnet is a leading independent provider of technology‐enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid‐sized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front, middle, and back‐office needs while leveraging our platform to grow their businesses and expand client relationships.

We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.

Why Choose Envestnet: 

Be a member of a leading financial services and products innovation company 
Competitive Compensation/Total Reward Packages that include:
Health Benefits (Health/Dental/Vision)
Paid Time Off (PTO) & Volunteer Time Off (VTO)
401K – Company Match
Work on global projects with diverse, energetic, team members who respect each other and celebrate differences.

Envestnet is an Equal Opportunity Employer.

Sponsorship is not available for this position.

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