College Intern

In today’s highly competitive financial environment, the financial services industry is faced with significant challenges including — client retention, transparency, operational efficiency, regulatory change, and emerging digital strategies. Accessing the most up-to-date information is crucial to the success and development of this industry. AccessData, a Broadridge company, offers data-driven solutions on a leading-edge platform for mutual fund manufacturers and distributors to drive business growth, maximize operational efficiency, and manage risk.

Who wouldn’t want to be a part of that?

Broadridge is currently seeking a sharp, business-minded student intern with data analysis and research skills to join our AccessData team in Pittsburgh, PA. The Financial Data Analyst Intern will be responsible for the following:

  • Managing the daily financial data for Mutual Fund and Defined Contribution (DCIO) clients on our SalesVision platform
  • Adhering to quality and productivity standards, while providing stellar client care
  • Researching and correcting incomplete broker/dealer and financial advisor information by determining the correct firm, office, and representative information tied to a particular trade.
  • o Becoming accustomed to various client file feeds and determining the most efficient way to steward exceptions
  • o Understanding how dealers, branches, and rep codes associate to their corresponding firms, offices, and persons
  • o Understanding and applying knowledge of how prominent intermediaries (i.e. Morgan Stanley, Merrill Lynch, Raymond James, Pershing, Edward Jones, and JP Morgan) transact with mutual funds
  • o Leveraging resources internal to SalesVision as well as external resources including Rep Lists, Branch Lists, FINRA, IAPD, Google and our Master Data Repository (MDR) in order to accurately steward exceptions
  • Generating audits, review/analyze results, and resolving financial data integrity issues
  • Working with other interns and associates to identify opportunities for process improvement
  • Performing other projects that help to improve daily workflow within AccessData

Educational Requirements/Qualifications:

  • Must be a currently enrolled student seeking a degree in the financial industry, preferably: Business Information Systems, Information Science, Finance, Data Analytics, Accounting, Economics or Business Management.
  • Must have completed their freshman year
  • GPA of 3.25 or higher

Abilities/Skills:

  • Must be detail-oriented and possess excellent follow-up skills
  • Excellent written and verbal communication skills
  • Proficient in Microsoft Excel
  • Strong research and analytical skills
  • Must be organized and able to work well with constant priority changes
  • Must be able to work independently with minimal supervision as well as in a team environment

The AccessData office provides team members a place to work in a comfortable, relaxing environment that inspires creativity and collaboration. We value all of our interns and take extra steps to ensure that you receive a learning experience fitting your career goals. So, what are the PERKS of interning with AccessData?

  • Flexible 20 hours per week around your school schedule during the academic year
  • Receive a competitive hourly wage and potential for educational credit
  • Complementary Keurig coffee and beverages
  • Within walking distance to local universities; conveniently located along bus and trolley lines
  • We don’t believe that productivity comes from wearing a three-piece suit. We want our team members to be relaxed and comfortable. Therefore, AccessData has adopted a business causal dress code.
  • Discover AccessData’s various product offerings by participating in “lunch-and-learn” sessions
  • Opportunity to network with department leaders, gain real-world experience, and keep up with the financial industry

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled


Back to top