Investment Data & Analytics Intern, Summer 2027

Location: Milwaukee, WI; full-time onsite internship from June 2027 through August 2027. Candidates must be local to Milwaukee during the internship.

Compensation: $16.50–$30.00 per hour.

Company

hirify.global is a financial services company providing risk management, wealth accumulation, preservation, and distribution solutions to individuals and businesses.

What you will do

• Assist in creating and redesigning whole-portfolio and cross-asset investment reporting solutions.
• Work with end users to build flexible and functional dashboards.
• Perform ad hoc analysis and provide accurate data on the cross-asset investment portfolio.
• Help develop and implement automated solutions for current manual processes.
• Analyze data concepts, relationships, and structures to support data migration and validation across multiple environments.

Requirements

• Undergraduate student majoring in business, with an emphasis in finance and/or accounting; investment program enrollment is preferred.
• Technical aptitude with Excel spreadsheets and data models.
• Strong analytical, problem-solving, decision-making, finance, and mathematics skills.
• Initiative, ability to work independently, strong follow-through, and personal accountability.
• Strong written and oral communication skills and the ability to work professionally with people at all levels.
• Employer immigration sponsorship is not available for this role.

Nice to have

• Familiarity with Power BI.
• Familiarity with SQL and data management.

Culture & Benefits

• Hands-on exposure to real-world investment and business perspectives.
• Professional development workshops and senior leadership Q&A sessions.
• Volunteer initiatives and networking or social events.
• Opportunity to contribute to investment reporting used in financial and risk management decisions.
• Inclusive workplace focused on diverse perspectives and employee development.

Hiring process

• Application followed by an initial screening conversation.
• Interview alignment and placement with a specific team based on abilities and interests.