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Financial Services Data Intern jobs in United States
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OneDigital · 1 day ago

Financial Services Data Intern

OneDigital is a company focused on providing financial services that help individuals achieve financial security. The Financial Services Data Intern will support the Financial Services Data Strategy team by assisting with data quality, reporting, and operational tasks while gaining exposure to business operations across various financial services areas.
Human ResourcesInsuranceLife InsuranceSmall and Medium Businesses
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Culture & Values
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H1B Sponsor Likelynote

Responsibilities

Support data quality efforts by validating, reviewing, and reconciling data for accuracy, completeness, and consistency across systems
Assist with reporting tasks, including data preparation, basic analysis, and summarizing findings for internal use
Help document data models, automation workflows, and system integrations to support long-term team knowledge and scalability
Conduct data-related research to support ongoing projects, enhancements, or process improvements
Participate in data migration, cleanup, or inventory efforts as needed to support broader team initiatives
Assist with operational and project management tasks, such as organizing documentation, maintaining project inventories, and supporting ad-hoc requests
Collaborate with teams across Wealth, Retirement, and Executive Benefits to gain exposure to how data supports different areas of Financial Services
Support general business needs, including assisting with internal events, meetings, and other administrative or logistical tasks as assigned
Participate in team meetings and learning opportunities to build understanding of financial services operations and data usage

Qualification

Data analyticsBusiness operationsFinancial servicesMicrosoft SuiteAnalytical mindsetCollaborative team cultureCommunicationAttention to detailSelf-starter

Required

Strong interest in data analytics, business operations, digital transformation, or financial services
Excellent written and verbal communication skills
Analytical mindset with sharp attention to detail and accuracy
Proficiency with Microsoft Suite required
Ability to manage multiple tasks and meet deadlines in a fast-paced, professional environment
A self-starter who's eager to learn, ask questions, and contribute to a collaborative team culture
Comfortable performing both analytical work and routine operational tasks as part of an internship experience
Currently enrolled at an accredited university

Preferred

Preferred majors: Finance, Economics, Accounting, Business Administration, Information Systems, or Data Analytics
Coursework or experience in data analysis is beneficial but not required

Benefits

Health, wellbeing, retirement, and other financial benefits
Paid time off
Overtime pay for non-exempt employees
Robust learning and development programs
Reimbursement of job-related expenses per the company policy
Employee perks and discounts

Company

OneDigital

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OneDigital is focused exclusively on employee benefits.

H1B Sponsorship

OneDigital has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (3)
2023 (4)
2022 (2)

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
CPP Investments
2025-09-19Secondary Market
2025-09-19Acquired

Leadership Team

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Adam Bruckman
Chief Executive Officer
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Mike Sullivan
Co-Founder & Chief Growth Officer
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Company data provided by crunchbase