Intern, Operations (Summer 2025)

Our competitive internship program attracts top undergraduate students primarily in the Minnesota region interested in gaining invaluable exposure to the Registered Investment Advisor (RIA) space. Over the course of 12 weeks, interns will gain real-world experience and relevant industry knowledge by becoming a key player on the operations team through facilitating critical data analysis and client administration. Interns also get the chance to participate in challenging projects, interact with a variety of industry professionals, and further explore their interests in the field of finance.

Must be located in the Minneapolis/St. Paul area as this internship requires an in-office presence at our downtown Minneapolis office location.

Schedule

Full-time, 40 hours per week.

The Model Intern 

The ideal intern seeks every opportunity to learn and is eager to grow professionally. We are looking for someone who believes there is no task below them; someone who is a self-starter, resourceful, and can become self-sufficient, providing value quickly.

Essential Functions 

• Work closely with Operations Associates to design and implement improved processes and operational policies
• Provide support for the Operations team; opening capacity for the entire firm
• Work closely with the Operations team to prepare Advisors for client meetings
• Submit client paperwork to the firm’s custodian
• Scan and organize client documents
• Opportunity to participate in the rotational study program

Rotational Study

The rotational study course was implemented to give the internship participants exposure to the different career paths here at NorthRock. The intern will get the chance to study key areas of the business and complete a financial plan for a factitious client. The intern will learn the importance of estate planning, tax planning, diversified investments, and professional development. After each rotation the intern will get the chance to sit down with a specialist in the area of study to present their findings.

Education & Experience

• Prior internship experience in business, finance, or a related field is preferred.
• Actively pursuing an undergraduate degree in business, finance, or a related discipline, ideally as a junior or senior.
• Demonstrated interest in financial management, financial planning, or investment management.
• Proficient in MS Office Suite (Word, Excel, PowerPoint, Outlook) with the ability to quickly learn and adapt to specialized systems and software.

Personal Attributes

• Highly organized with the ability to prioritize and manage multiple tasks effectively.
• Demonstrates initiative and the ability to work independently while thriving in collaborative team environments.
• Clear and polished verbal and written communication skills.
• Strong interpersonal skills, with a professional demeanor and approach.
• Displays a high level of integrity, professionalism, and a commitment to excellence.
• Exhibits a strong desire to learn, coupled with a proactive and self-starting attitude.

Our Compensation & Benefits

The hourly rate for this role is $20.00 per hour. This role is also eligible for Employee Sick & Safe Time (ESST). For more details on ESST, visit the Minnesota Department of Labor and Industry's website.

Work Conditions

• We are committed to providing reasonable accommodations to individuals with disabilities. If you require assistance or accommodation during the application or employment process, please contact the People Team at PeopleTeam@NorthRockPartners.com.
• NorthRock Partners is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. We provide an inclusive and welcoming environment for all employees and applicants.

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