The 10-week, paid internship program is an opportunity to help drive technological innovation and operational excellence within our rapidly expanding wealth management firm. As a key contributor to our strategic initiatives, you'll collaborate closely with our technology team to align cross-functional stakeholders and execute complex change initiatives that generate organization-wide efficiencies and scale benefits. This role offers unparalleled exposure to a diverse technology platform comprised of industry leaders in financial services. You will develop a multi-faceted skill set as you learn from experts in finance, technology, M&A, cybersecurity, and management consulting.

 

This role is based in New York, NY.

  

For full consideration in the process, we ask that you submit your application by November 17, 2024. 

·         Assist in gathering financial, technological, and operational data into structured repositories

·         Perform data analysis to identify trends, discrepancies, and opportunities for enhancements

·         Produce business intelligence dashboards that provide actionable insights and monitor KPIs

·         Draft presentations that distill data into a strategic narrative

·         Capture takeaways, notes, and deadlines from meetings to ensure alignment

·         Assist in organizing core business planning and operating cadences; develop internal procedures to guide multidisciplinary teams

·         Assist in mapping current processes and identifying gaps and areas for consolidation

·         Translate business needs into workflows across common systems, functional teams, and business entities

·         Support data integration and automation across the financial technology platform and other business systems

 

·         Current students enrolled in an undergraduate program, graduating between Winter 2025 – Summer 2026

·         Pursuing a degree in Business, Finance, Computer Science, Economics, or a related field

·         Demonstrated track record of academic success and/or professional pursuits

·         High degree of personal and professional maturity

·         Excellent interpersonal and communication skills

·         Strong organizational and prioritization skills

·         Intellectual curiosity and confidence to take initiative

·         Exceptional work ethic and a deep sense of accountability

·         Ability to work well independently and as part of a team

·         Interest in wealth management

As a fast-growing company in the wealth management industry, Focus is the leading partnership of independent fiduciary wealth management firms in the country. Focus acquires and owns growth-oriented and client-centric wealth management firms, challenging the traditional broker/dealer and banking models.

 

Focus has a highly differentiated and successful business model. Since its inception in January 2006, it has completed over 290 M&A transactions and large-scale wirehouse lift-outs, making it the largest investor in the Registered Investment Advisor (“RIA”) space. Partner Firms get access not only to capital for growth but also to resources that assist in succession planning, talent management, marketing, pricing, compliance, operations, technology, vendor management and, most importantly, acquisitions of other RIAs.

 

Focus’s robust business model has resulted in phenomenal growth in the last 15+ years, and today they have over 85 Partner Firms. Its profitability, capital structure and resources allow it to sustain and expand a leadership position in the industry.

 

The base pay for this role is $20/hour.