What are the responsibilities and job description for the Mutual Aspire (Internship) position at Mutual Securities, Inc.?
Exciting Summer Internship Opportunity
Job Title: Business Analyst Intern
Job Type: Full-Time Internship
Duration: 3 months (Summer 2025)
Salary: $20.00 per hour
On-Site Locations:
- Camarillo, CA (4 openings)
- Omaha, NE (2 openings)
About the Mutual Aspire Program:
Are you a college student or recent graduate eager to dive into the financial services industry? The Mutual Aspire Program offers a unique opportunity to gain hands-on experience, explore career pathways, and start your professional journey with a fast-growing company. As an intern, you will gain exposure to a dynamic, entrepreneurial financial powerhouse and get practical experience that will help you thrive in the rapidly evolving field of financial services.
About Us:
Mutual Group is a fast-paced, growing company committed to reshaping the financial advisory landscape. With over four decades of excellence in brokerage, compliance, technology, service and operations, we are committed to supporting registered investment advisors (RIAs) and advisors across the United States. Our teams, whether from our offices in Camarillo, CA, Omaha, NE, or remotely from various states, are united by our core values: Personal, Authenticity, Collaboration, and Knowledgeable.
Why Join the Mutual Aspire Program?
- Career Launchpad: Ideal for sophomores, juniors, seniors, or recent graduates looking to start their careers. The program offers a comprehensive introduction to a variety of roles in the financial services industry, from client interaction to compliance and operational support.
- Impactful Work: Contribute to projects that that improve client services and operational efficiency, making a tangible impact during your internship.
- Continuous Learning: Work closely with an Aspire Coordinator and experienced professionals who will guide you through meaningful tasks, offering industry insights and valuable skill development.
- Real-World Experience: Engage in a variety of tasks and projects that deepen your understanding of the financial sector while equipping you with practical, transferable skills for your career.
- Relevant Field of Study: This opportunity is ideal for students majoring in Accounting, Business Administration, Computer Science, Finance, Marketing, Statistics, AI, or related fields.
Responsibilities & Activities:
- Assist colleagues in their daily client interactions and related functions.
- Assist with audits on fee schedules and technology systems.
- Audit and update data to ensure accurate recording of notes, activities and client information.
- Collaborate with fellow interns on a Capstone Project, applying your skills to real-world challenges and presenting findings.
- Conduct research to support internal teams in analyzing various metrics and data.
- Contribute to assigned projects (e.g., Required Minimum Distributions (RMDs)).
- Engage in cross-departmental workshop to build collaborative skills.
- Join the Aspire Guest Speaker series, to connect with industry professionals, and gain valuable insights.
- Manage IT inventory to ensure efficient operations.
- Organize and maintain electronic records and data for the organization and clients.
- Participate in a book club hosted by the CEO for personal and professional growth.
- Perform various administrative tasks and projects in a timely manner.
- Perform data cleanup and standardize naming conventions for consistency.
- Support internal teams in meeting advisors’ needs.
Who We Are Looking For:
- Enthusiastic Learners: A solid interest in finance and a passion for professional growth, with the ability to apply knowledge from a variety of relevant fields.
- Tech-Savvy and Adaptable: Proficient in or eager to improve skills in MS Word, Excel, and Outlook.
- Strong Communicators: Able to effectively present ideas, both in writing and verbally.
- Creative Problem Solvers: Ready to take on challenges and offer innovative, practical solutions.
Ready to Aspire with Mutual?
If you are eager to gain real-world experience and take the first step toward an exciting career, we want to hear from you! Apply now by submitting your cover letter and resume today.
Salary : $20