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PanAgora Asset Management · 2 weeks ago

Summer 2026 Intern – Retirement Sales and Plan Consulting

CO Greenwood Village

Internship

Hybrid

Intern

$22/hr - $23/hr

Start in 2026 Spring

Empower Retirement is a leader in financial planning and retirement solutions, committed to helping people achieve financial freedom. As a Retirement Sales and Plan Consulting Intern, you will gain hands-on experience by working on real business initiatives, analyzing data, and presenting your findings to business leaders.

FinanceFinancial Services

No H1B

Responsibilities

Collect, organize, and analyze key real business data from sales consultations and performance results to uncover trends that influence client engagement and sales effectiveness

Design and prototype a scalable database solution for tracking win/loss outcomes and consultation insights, helping the team improve transparency and decision-making

Standardize and backload historical sales and consultation data to build a reliable, consolidated reporting framework foundation used across the business

Build and test reporting templates and dashboards that surface key themes, uncover performance drivers, and tell a compelling story through data

Partner with Sales and Consulting teams to refine metrics, validate insights, and support leadership with clear, data-backed recommendations

Qualification

Data analyticsDatabase designData visualization toolsMicrosoft Office SuiteProactive learningProfessional curiosityAccountabilityCommunication skillsCritical thinkingTeam collaboration

Required

Currently enrolled in a college or university (Bachelor's or Master's program)

Minimum cumulative GPA of 3.0

Available for full 10-week program (May 27 – July 31, 2026)

Must reside near or be able to reliably commute to either Boston, MA or Greenwood Village, CO (in-person internship)

Experience with Microsoft Office Suite (Excel, Word, PowerPoint)

Authorization to work in the U.S. without current or future visa sponsorship (CPT/OPT not supported)

Strong verbal and written communication skills

Ability to work independently and within a collaborative team

Critical thinking and problem-solving mindset

Self-directed with a proactive approach to learning

Professional curiosity and eagerness to explore new tools and ideas

Demonstrated accountability and follow-through on individual or team-based goals

Preferred

At least 2 years of academic progress toward a bachelor's degree

Preferred majors: Finance, Economics, or other relevant business fields

Experience with data visualization tools (Power BI, Tableau, Salesforce reporting)

Analytical mindset with interest in business process improvement

Hands-on experience in data analytics, business intelligence, or database design

Company

PanAgora Asset Management

PanAgora Asset Management is a quantitative investment manager whose proprietary approach is designed to capitalize on inefficiencies across market cycles and to deliver relative and absolute returns through distinct and innovative equity, multi-asset and risk premia strategies.

Founded in 1989