Team Overview

Our consulting team supports clients across various industries by providing business insights, improving internal operations, and coordinating project execution. We work closely with both clients and internal teams to ensure projects stay on track and communication flows smoothly.

Position Overview

This is a support-level role ideal for someone organized, proactive, and interested in business operations. The Associate will act as a connector—helping communicate between our clients and consulting teams, and also across internal departments. You will assist in gathering information, preparing reports, scheduling, and keeping projects aligned across teams.

Key Responsibilities

• Coordinate between clients and internal teams to gather and share project information

• Help ensure timelines, documents, and tasks stay organized and up to date

• Prepare basic reports, summaries, and meeting notes for internal and external use

• Support team members in day-to-day project execution and communication

• Assist in organizing meetings, follow-ups, and internal updates across departments

• Help track client requests, deliverables, and team responses

Qualifications

• Bachelor’s degree (or currently pursuing one) in Business, Communications, or a related field

• Strong communication and coordination skills

• Comfortable working with basic tools like Excel, Word, and PowerPoint

• Organized, detail-oriented, and reliable

• Willingness to learn and support various tasks across projects

• Friendly, professional attitude and ability to work with different teams

• Interest in business consulting, project management, or client services

Compensation & Work Details

• Employment Type: Full-time.

• Work Type: Hybrid (must be able to work on-site in Sacramento, CA as needed)

• Location: Sacramento, California

• Hourly Wage: $31.75 – $34.50, based on experience and qualifications

• Sponsorship: Not Available

• Health Insurance, 401(k) & Bonus

Team Overview

Our team helps businesses solve problems and improve their operations through planning, reporting, and analysis. We work with clients and different teams inside the company to keep projects running smoothly.

Position Overview

We are looking for a part-time intern who is interested in learning more about business consulting and financial analysis. You will support the team with basic research, reports, and project coordination. This is a great opportunity to gain real-world experience in a professional setting.

Key Responsibilities

• Help gather and organize data for client projects

• Support team members in preparing reports and presentations

• Take meeting notes and help follow up on tasks

• Assist with simple research or analysis as needed

• Communicate with different teams to keep projects on track

Qualifications

• Currently pursuing a degree in Business, Finance, Economics, or a related field

• Basic knowledge of Excel, Word, and PowerPoint

• Good communication and organization skills

• Willing to learn and ask questions

• Team player with a positive attitude

• Interest in consulting, business, or project work

Compensation & Work Details

• Employment Type: Internship (part-time or full-time during summer) / Unpaid Internship

• Work Type: Remote

• Hourly Wage: $19.00 – $23.25, based on experience and qualifications

• Sponsorship: Available

Team Overview

The Corporate Planning & Management team is responsible for key financial reporting and planning processes, including the weekly Management Committee report, annual planning and quarterly forecasting, month-end management reporting, and the review of direct/variable expenses and allocations. Additionally, the team manages divisional P&L and oversees various regulatory reporting requirements. Daily responsibilities encompass a mix of routine tasks, project-based initiatives, and ad-hoc financial analyses.

Position Overview

The ideal candidate will work closely with Managing Directors, VPs, and clients, playing a critical role in coordinating month-end close, preparing management reports, analyzing internal allocations, addressing regulatory-related requests, and supporting annual planning and quarterly forecasting. This role requires strong analytical skills, attention to detail, and the ability to interpret financial data, identify key relationships, and flag potential concerns. The successful candidate should be highly motivated, detail-oriented, and client-focused.

Responsibilities

Specific responsibilities are likely to vary over time but will include:

• Analyze P&L and balance sheet from client financial documents 

• Developing and implementing forecast and valuation models on key KPIs to provide data-driven insights.

• Prepare financial reports for senior management, including both regular and ad-hoc reports.

• Assist in coordinating with Corporate Planning & Management teams to ensure accurate booking and reporting of revenue, expenses, and business metrics.

• Conduct month-end analysis related to internal allocations.

• Collaborate with Engineering and Controllers to enhance reporting processes and develop more robust reporting tools.

• Support senior management in annual planning, quarterly forecasting, and Business Planning Committee presentations.

• Compile various analyses required to meet the firm’s regulatory obligations.
  

Qualifications

• Background in finance, accounting, or a related quantitative field

• Currently pursuing a college or university degree 

• Intermediate knowledges or interest to learn at least one of the following programming language: Python, SQL, R, Matlab, SAS 

• Strong analytical and quantitative abilities with keen attention to detail

• Excellent interpersonal and communication skills

• Strong organizational and coordination capabilities

• Ability to work under pressure and meet deadlines

• Proficient in managing, organizing, and analyzing large datasets

• Proficiency in Excel, Word, and PowerPoint is essential

• Collaborative team player, willing to assist beyond assigned responsibilities

• Self-motivated and adaptable, with the ability to handle multiple tasks

• Capable of working independently within a small team environment

Compensation & Work Details

• Employment Type: Full-time.

• Work Type: Remote / Hybrid (must be able to work on-site in Austin, TX as needed)

• Location: Austin, Texas

• Salary Range: $137,250 – $150,750, based on experience and qualifications

• Sponsorship: Available

• Health Insurance, 401(k) & Bonus

Team Overview

Our team supports both digital and traditional media initiatives, including social media, internal communication, and brand outreach. We help share the company’s story through content creation, campaign research, and media monitoring.

Position Overview

We’re looking for an intern who has a good sense of social media trends, an interest in digital media, and the ability to support content research and performance tracking. The ideal candidate will help identify trends, collect and analyze media data, and contribute to planning simple campaigns. This is a great opportunity for someone who enjoys both creative content and data-driven insights.

Key Responsibilities

• Research current and emerging social media trends and campaigns

• Assist with planning and scheduling content on platforms like Instagram and TikTok

• Draft short captions, blurbs, or content ideas for social and internal use

• Monitor digital media (e.g., news outlets, press coverage, blog mentions) and organize findings

• Collect and analyze basic performance data (e.g., engagement metrics, follower growth, content reach)

• Use simple tools (like Excel, Canva, or native platform analytics) to summarize results

• Help track what types of content perform best and make improvement suggestions

• Support team members in preparing internal reports or recaps

Qualifications

• Interest in communications, media, marketing, or related fields

• Familiar with social platforms (Instagram, LinkedIn, etc.) and digital media channels

• Ability to collect and organize basic data (social stats, media coverage, etc.)

• Comfortable using spreadsheets (Excel or Google Sheets)

• Strong attention to detail, research skills, and organization

• Spanish language skills are a plus

• Willingness to learn and take initiative

• Positive attitude and good communication skills

Compensation & Work Details

• Employment Type: Internship (part-time or full-time) / Unpaid Internship

• Work Type: Remote

• Location: Sacramento, California

• Hourly Wage: $17.50

• Sponsorship: Available

Team Overview
The Data Science & Business Analytics team leverages machine learning and AI to solve complex business problems, uncover client insights, and identify strategic opportunities. We partner with fast-growing AI-driven companies and advise clients on emerging technologies—from predictive modeling to large language model (LLM) applications—helping them stay ahead of the curve in today’s AI-powered economy.

Position Overview
We are seeking a highly motivated and analytical Machine Learning Intern to join our Data Science & Business Analytics team. You’ll work on Machine Learning applications that drive measurable business outcomes across industries. This internship is ideal for candidates passionate about the intersection of AI and business—especially current trends like generative AI, AI model auditability, and AI strategy consulting.

Key Responsibilities

• Develop and fine-tune machine learning models using real client and industry datasets

• Conduct exploratory data analysis (EDA), feature engineering, and data preparation

• Support experiments using large language models (LLMs), including prompt engineering and performance testing

• Evaluate and compare ML algorithms (e.g., regression, classification, clustering) for business use cases

• Contribute to client deliverables such as dashboards, model results, and strategic insights

• Stay informed about AI trends and emerging tools (e.g., LangChain, AutoML, vector databases)

• Collaborate with cross-functional teams on scalable AI use cases and documentation

Qualifications

• Currently pursuing a degree in Computer Science, Data Science, Statistics, or a related field

• Solid foundation in Python (Pandas, scikit-learn, NumPy) and basic ML concepts

• Familiarity with deep learning frameworks (e.g., TensorFlow, PyTorch) is a plus

• Comfortable working with APIs, prompt templates, or fine-tuning LLMs (e.g., OpenAI, Claude)

• Understanding of model evaluation metrics and ML lifecycle

• Curious, self-driven, and up-to-date with AI innovations (bonus if you follow arXiv or HuggingFace trends)

Compensation & Work Details

• Employment Type: Internship (part-time or full-time) / Unpaid Internship

• Work Type: Remote

• Hourly Wage: $19.75 – $23.50, based on experience and qualifications

• Sponsorship: Available

Team Overview

The Quantitative Development team is dedicated to enhancing the firm's operational efficiency by designing, developing, and maintaining robust internal software solutions. Our mission is to empower various departments—including trading, risk management, compliance, and finance—with cutting-edge tools that streamline workflows, improve data accuracy, and support informed decision-making. The team collaborates closely with stakeholders across the organization to identify pain points and deliver scalable, user-friendly applications tailored to internal needs.

Position Overview

We are seeking a highly motivated Quantitative Developer to join our Internal Tools Development team. In this role, you will leverage your strong programming skills and understanding of financial systems to build and enhance internal applications that support critical business functions. You will work closely with cross-functional teams to gather requirements, develop solutions, and ensure the seamless integration of tools into existing workflows. The ideal candidate is detail-oriented, possesses strong analytical skills, and is passionate about creating tools that drive efficiency and accuracy within the organization.

Responsibilities

• Design, develop, and maintain internal applications and tools that support various departments such as trading, risk management, and finance.

• Collaborate with stakeholders to gather requirements and translate them into technical specifications.

• Implement data processing pipelines to aggregate and analyze large datasets from multiple sources.

• Ensure the reliability, scalability, and performance of internal tools through rigorous testing and optimization.

• Provide ongoing support and maintenance for existing applications, addressing bugs and implementing enhancements as needed.

• Document system designs, workflows, and user guides to facilitate knowledge sharing and onboarding.

• Provide ongoing support and maintenance for existing applications, addressing bugs and implementing enhancements as needed.

• Document system designs, workflows, and user guides to facilitate knowledge sharing and onboarding.

• Stay abreast of emerging technologies and best practices to continually improve the internal tools ecosystem.

Qualifications

• Bachelor's or Master's degree in Computer Science, Engineering, Mathematics, or a related quantitative field.

• Proficiency in programming languages such as Python, Java, or C++.

• Experience with database systems (e.g., SQL, NoSQL) and data modeling.

• Familiarity with web development frameworks and front-end technologies (e.g., JavaScript, React) is a plus.

• Strong problem-solving skills and the ability to work independently on complex tasks.

• Excellent communication skills, with the ability to convey technical concepts to non-technical stakeholders.

• Experience in the financial industry or a strong interest in financial systems and operations.

• Knowledge of software development best practices, including version control (e.g., Git), testing, and continuous integration.

Compensation & Work Details

Employment Type: Internship (part-time or full-time) / Unpaid Internship

Work Type: Remote

Hourly Wage: $19.00 – $23.25, based on experience and qualifications

Sponsorship: Available

Team Overview

The Data Science & Business Analytics team transforms data into valuable insights that help improve decision-making, business performance, and client satisfaction. We work with advanced analytics tools and collaborate across teams to support strategic projects.

Position Overview

We are looking for a curious and motivated intern to join our Data Science & Business Analytics team. In this role, you’ll support data cleaning, reporting, and basic analysis tasks. It’s a great opportunity to gain real-world experience working with business data, tools, and collaborative projects in a fast-paced environment.

Key Responsibilities

• Develop and implement factor models to analyze asset returns, including equity, fixed income, and multi-asset portfolios.

• Conduct principal component analysis (PCA) and other dimensionality reduction techniques to identify key drivers of market movements.

• Collaborate with portfolio managers to integrate factor models into investment strategies and portfolio construction.

• Perform back-testing and validation of models to ensure robustness and reliability.

• Monitor and update models to reflect changing market conditions and new data inputs.

• Prepare detailed documentation of methodologies, assumptions, and findings for internal stakeholders and regulatory compliance.

• Stay abreast of academic and industry research to incorporate best practices and innovative approaches into modeling efforts.

Qualifications

• Background in Finance, Economics, Statistics, Mathematics, or a related quantitative field.

• Strong understanding of financial markets, instruments, and investment strategies.

• Proficiency in statistical software and programming languages such as Python, R, or MATLAB.

• Experience with statistical modeling techniques, including factor analysis, PCA, and time-series analysis.

• Ability to work collaboratively in a team-oriented environment and communicate complex concepts to non-technical stakeholders.

• Strong analytical and problem-solving skills with attention to detail.

Compensation & Work Details

• Employment Type: Internship (part-time or full-time) / Unpaid Internship

• Work Type: Remote

• Hourly Wage: $19.50 – $23.25, based on experience and qualifications

• Sponsorship: Available

Team Overview

The Data Science & Business Analytics team is a dynamic group focused on leveraging data-driven insights to drive strategic decision-making and operational efficiency. Our primary objectives are to harness advanced analytics, optimize business performance, enhance client experiences, and identify new revenue opportunities. By utilizing cutting-edge statistical models, machine learning, and business intelligence tools, we transform complex data into actionable strategies that strengthen our competitive edge and support scalable growth.

Position Overview

In this role, you will analyze large datasets to extract commercially valuable insights that support senior leaders in driving business growth with clients. You will develop automation infrastructure to enhance the team's reporting capabilities and uncover key business trends. Additionally, you will enable scalability for client analysis, identify business gaps, and streamline processes to improve operational efficiency. Your work will also involve building and maintaining the team's analytics engines to support data-driven decision-making.

Responsibilities

• Build and optimize systems, reports, and dashboards to meet the firm’s analytical and business objectives.

• Track project milestones and ensure alignment with the solution delivery lifecycle.

• Engage with solution experts and advisors to exchange insights, collaborate on code development, and present analytical findings.

• Process and standardize large datasets from diverse sources, design efficient data models, and integrate structured data into relational databases.

• Manage the creation, distribution, and evaluation of business performance reports for leadership review.

• Partner with senior leadership to develop presentations, assess performance metrics, and shape future strategic initiatives.

• Facilitate stakeholder discussions to uncover and advance analytics-driven opportunities.

• Guide and support team members, fostering a culture of collaboration and continuous learning.

Qualifications

• 7-10 years of experience in data analytics with a strong ability to extract insights and drive data-informed decision-making.

• Bachelor’s degree in Computer Science, Mathematics, Statistics, Finance, or a related field.

• Expertise in data transformation and visualization tools such as Tableau, Alteryx, and Power BI to build insightful reports and dashboards.

• Strong SQL and ETL development skills, including experience with relational databases and data pipeline optimization.

• Proven ability to communicate complex data insights clearly to non-technical stakeholders.

• Advanced proficiency in MS Office, particularly Excel for data analysis and PowerPoint for executive presentations.

• Skilled in managing multiple projects, prioritizing tasks, and delivering results in fast-paced environments.

• Financial services experience preferred, with prior knowledge of Asset & Wealth Management as a plus.

• Highly organized, detail-oriented, and proactive, with a strong sense of ownership and accountability.

Compensation & Work Details

• Employment Type: Full-time.

• Work Type: Hybrid (must be able to work on-site in Sacramento, CA/ New York City, NY as needed)

• Location: Sacramento, California / New York City, NY

• Salary Range: $225,750 – $258,000, based on experience and qualifications

• Sponsorship: Available

• Health Insurance, 401(k) & Bonus
  

Team Overview

The Business Consulting Team supports clients by delivering insights based on data, trends, and strategy. We work on a variety of projects that help organizations better understand their industries, customers, and competition. Our work combines research, analysis, and communication to support decision-making and business growth.

Position Overview

This internship offers a hands-on opportunity to learn about market research in a business consulting environment. You’ll help gather and analyze industry data, track trends, and support the team with client research. It’s a great fit for someone curious, organized, and interested in using data to understand the business world.

Responsibilities

• Research industry trends, customer segments, and market opportunities

• Collect and organize data from websites, reports, databases, and news sources

• Assist in analyzing competitor activities and benchmarking

• Collaborate with data scientists and analysts to translate findings into strategic recommendations.

• Prepare summaries, charts, and presentations to share findings

• Track developments in target markets and emerging industries

• Help maintain internal databases and research documentation

• Contribute ideas in team discussions and client prep sessions

Qualifications

• Currently enrolled in a college or university program

• Interest in business, consulting, marketing, or data analysis

• Strong research and organization skills

• Comfortable using Excel, PowerPoint, and Google Workspace

• Curious and eager to learn about different industries

• Good written and verbal communication skills

• Experience with survey tools, data visualization, or basic statistics is a plus

• Spanish language skills are a plus

Compensation & Work Details

• Employment Type: Internship (part-time or full-time) / Unpaid Internship

• Work Type: Remote

• Hourly Wage: $18.00 - $22.00

• Sponsorship: Available

Team Overview

The Business Consulting Team plays a key role in driving brand awareness, customer engagement, and business growth through data-driven insights and strategic campaigns. We develop and execute marketing strategies aligned with company objectives, ensuring strong visibility across digital and traditional channels. Market research is a critical function that informs both short-term tactics and long-term business planning.

Position Overview

We are seeking a detail-oriented and analytical Market Research Analyst to join our team. This full-time role is responsible for gathering and interpreting market data to identify trends, evaluate opportunities, and support decision-making across the organization. The ideal candidate will be skilled in both qualitative and quantitative research methods and able to turn complex data into clear, actionable insights.

Key Responsibilities

• Conduct research on industry trends, competitive landscapes, and customer segments

• Collect, clean, and analyze data from internal and external sources (e.g. surveys, databases, reports, web analytics)

• Track consumer behavior, market conditions, and emerging opportunities

• Prepare research summaries, dashboards, and reports for internal teams and stakeholders

• Assist in survey development, distribution, and result analysis

• Support segmentation, benchmarking, and go-to-market strategy development

• Maintain and organize research assets, tools, and documentation

• Collaborate with marketing, sales, and product teams to align insights with business needs

• Present findings clearly and concisely to both technical and non-technical audiences

Qualifications

• Bachelor’s degree in Marketing, Business, Economics, Statistics, or a related field

• 1–3 years of experience in market research, marketing analytics, or a similar role

• Strong analytical and critical thinking skills

• Proficiency in Excel, PowerPoint, and Google Workspace

• Familiarity with data visualization tools (e.g., Tableau, Looker, Power BI) is a plus

• Experience with survey tools and basic statistical analysis

• Excellent communication and presentation skills

• Ability to manage multiple projects and meet deadlines in a fast-paced environment

• Knowledge of marketing principles and strategic planning frameworks

• Spanish language skills are aplus

Compensation & Work Details

• Employment Type: Full-time

• Work Type: Remote/ Hybrid (must be able to work on-site in Sacramento, CA as needed)

• Location: Sacramento, California

• Salary Range: $141,000 – $152,000, based on experience and qualifications

• Sponsorship: Available

• Health Insurance, 401(k) & Bonus