We are passionate about our business and our culture, and are seeking individuals with that same drive.
The CRM Data Summer Intern will work on data entry and database management for the Business Management team in NY. This role will be responsible integrity of our CRM data which is critical to our investment banking operations. The Intern will obtain a ‘behind the scenes’ perspective of the investment banking industry and experience first-hand working in a fast-paced environment.
Duration of Summer Internship: 10-12 weeks
Responsibilities
- Enter and maintain Client and Contact information in Salesforce CRM
- Research internal and external sources to update records and/or complete inaccurate or missing information
- Perform regular data cleansing activities including merging duplicate company and/or contacts
- Identify and resolve data-related issues and discrepancies
- Intake and process client related data from multiple sources
- Support team on special initiatives and data clean-up projects
- Follow and maintain database entry techniques, standards and procedures
- Establish and adhere to cadence for timely updates
Required Skills And Characteristics
- Positive attitude and eagerness to learn
- Strong attention to detail and accuracy
- Teamwork – ability to collaborate in a professional and constructive manner
- Self-starter and resourceful with strong drive and work ethic
- Excellent problem solving and trouble shooting skills
- Detail oriented and highly organized
Qualifications
- Undergraduate student, class of 2026
- Finance, Economics or related major preferred
- Interest in investment banking, financial concepts and related market activities
- Computer skills (Microsoft Suite – Excel, PPT, Word, etc.) preferred
Hourly Pay: $18-20
We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training. 
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