Summer 2024 Intern, Brokerage Operations
DriveWealth, the pioneer of fractional equities trading and embedded investing, is a visionary technology company that empowers more than 100 partners around the world to engage their customers by placing the markets in the palm of their hand. We believe the future is fractional, transactional and mobile. Every mobile device should be a gateway to accessing investing and savings products, services, advice, and assistance for global citizens of all ages, wealth stages, and levels of financial expertise. DriveWealth’s unparalleled consultative support and cloud-based, industrial strength technology platform allow partners to seamlessly offer branded investing experiences to drive customer acquisition, loyalty, retention, and revenue growth. DriveWealth’s commitment to continuous evolution and innovation makes it the partner of choice for powering the future of investing.
Completing a Series D raise in 2021, DriveWealth’s mission is to democratize investing globally by working with partners to invent new ways to use its API-based technology to provide emerging investors with cutting-edge embedded experiences, offer first-time access to U.S. markets, and the ability to begin investing with as little as $1. DriveWealth is committed to empowering consumers around the world to become owners by delivering the most modern brokerage infrastructure, unparalleled industry expertise, and a culture of continued evolution.
About the role
DriveWealth is seeking a summer intern to join our operations team. This internship will rotate through the different operations departments, providing the opportunity to experience the criticality of a successful operations department within a growth-stage start-up.
As the operations intern, you will be accountable for independent projects while shadowing different professionals, allowing you to learn by doing and seeing. Through the rotational format, you will step into many different roles, mimicking the cross-functional nature while gaining working experience!
What You’ll Do
- Support the day-to-day functions of the Operations business
- Assist with new partner onboarding process, including documentation and data analytics
- Reconcile and verify account activity and research as needed
- Participate in efforts to improve efficiencies and create process optimization within the Operations business
- Build synchronizations between Operations and Technology
- Learn and create workflow setups with Reconciliation reports
- Streamline workflow and data processes across the platforms
- Assist Operations with tasks related to maintaining processes, procedures, and internal file and document management
What You’ll Need
- Interest in starting a career in operations
- Interest in working in a fast-paced growth-stage fintech start-up with an emphasis on engineering (APIs specifically), technology, finance, and operations
- Experience with Excel and PowerPoint
- Experience with Python & SQL
- Relevant academic, project-based, or internship experience
- Strong quantitative and analytical skills with strong attention to detail
- Curiosity and a desire to learn
- Problem-solving mindset and the ability to work independently
- Ability to receive and implement feedback
- Excitement for teamwork and building relationships
Qualifications
- Currently pursuing a Bachelors with a graduation date between December 2024 and June 2026
- Be available full-time and in-person for 40 hours per week
- Must reside in the NY metro area; relocation support is not provided
- Must be available to start on Monday, June 3, 2023, the internship will conclude in mid-August
Compensation
Compensation package offerings are based on candidate experience and technical qualifications, as it relates to the role. These are identified and determined throughout your interviewing experience.
Please note: this role is expected to come into our office on a cadence set by the Hiring Manager/Team.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
TO ALL AGENCIES: Please, no phone calls or emails to any employee of DriveWealth outside of the Talent organization. DriveWealth’s policy is to only accept resumes from agencies via Greenhouse (ATS). Agencies must have a valid services agreement executed and must have been assigned by the Talent team to a specific requisition. Any resume submitted outside of this process will be deemed the sole property of DriveWealth. In the event a candidate submitted outside of this policy is hired, no fee or payment will be paid.
By
DriveWealth
Recently completing a Series D raise with a $2.85B valuation, DriveWealth’s mission is to democratize investing globally by working with partners to invent new ways to use its API-based technology to provide emerging investors with cutting-edge em...
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