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Intern, FICCS Supervision

  • Internship
    Full-time
    Summer Internship
  • Business, Operations & Strategy
    Banking & Finance
  • Chicago

AI generated summary

  • You must be enrolled in a finance-related major, proficient in Excel and Python, possess strong organizational and presentation skills, and excel in a fast-paced team environment.
  • You will conduct client presentations, perform database tasks, assist with audits, support monthly billing, contribute to onboarding projects, and handle additional assigned duties.

Requirements

  • Must be enrolled in an accredited university, preferably pursuing a major in finance, economics, or a related field
  • Proficiency in Microsoft Excel (VLOOKUPs and Macros) and Python preferred
  • Professional presentation skills and ability to effectively interact with all organizational levels
  • Strong organizational skills and the ability to prioritize daily workflow
  • High degree of accuracy and attention to detail
  • Ability to work in a fast-paced team environment

Responsibilities

  • Conduct client presentations, covering financial statements, portal navigation, and form usage to facilitate clear communication
  • Perform database tasks, including developing FAQs and performing Salesforce cleanup to improve system organization
  • Assist with auditing clients, including Direct Market Access (DMA) clients, exchanges, and Independent Software Vendors (ISVs), identifying areas for improvement
  • Provide monthly billing support, handling bill allocation and verifying accurate invoicing
  • Contribute to onboarding projects and new exchange connectivity to streamline integrations
  • Perform other duties and tasks as required and assigned

FAQs

What is the primary focus of the internship position?

The primary focus of the internship position is to assist the Business Supervision team within the Multi Asset Prime Services division at Wedbush Securities.

Where is the internship located?

The internship is located in the Chicago, Illinois office of Wedbush Securities.

What are the key responsibilities of this internship?

Key responsibilities include conducting client presentations, performing database tasks, assisting with client audits, providing monthly billing support, contributing to onboarding projects, and performing other assigned duties.

What academic qualifications are preferred for this internship?

Candidates must be enrolled in an accredited university, preferably pursuing a major in finance, economics, or a related field.

What technical skills are preferred for the intern?

Proficiency in Microsoft Excel (VLOOKUPs and Macros) and Python is preferred for the role.

What kind of skills are important for this internship?

Important skills include professional presentation abilities, strong organizational skills, attention to detail, and the ability to work in a fast-paced team environment.

What is the estimated compensation for this role?

The estimated compensation for this role is $20.00 per hour.

Does Wedbush Securities use E-Verify?

Yes, Wedbush Securities uses E-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States.

Are there any restrictions on employment due to criminal history?

Yes, employment with Wedbush may be subject to various laws or regulations that impose restrictions due to criminal history, including those outlined in the Securities Exchange Act and FINRA rules.

Can interns work full-time hours?

The job description does not specify full-time hours; however, it is common for internships to be part-time or full-time during the summer depending on the arrangement.

Leading with Innovation, Stability, and Experience.

Finance
Industry
501-1000
Employees
1955
Founded Year

Mission & Purpose

Since our founding in 1955, Wedbush has been a leader in the financial services industry, providing our clients, both private and institutional, with a wide range of securities brokerage, wealth management, and investment banking services; Headquartered in Los Angeles, California with 100 registered offices and nearly 900 colleagues, the firm focuses on client service and financial safety, innovation, and the utilization of advanced technology.