Advocacy and SupervisionThe Advocacy and Supervision Intern will gain experience in a variety of areas within a broker-dealer
setting, including data entry, review onsite follow up item and identify areas of improvement. The
Advocacy and Supervision Intern will be involved in a variety of areas such reviewing and updating the
team Sharepoint training materials site, conduct analysis of payouts for rep-advisors, focus on
development of industry specific rule book reference guide and mail mergers. This internship will offer
exposure to other departments, including Recruiting and Transition, to increase the big picture view of
the financial services industry for the intern. Great communication skills and an ability to travel on
minimum 2-day trips are essential.
Ideal focus: Business, Finance, Economics, Public Relations, Communications
Brokerage OperationsThis intern will gain valuable experience in the Operations Department at the broker-dealer level. The
Operations Intern will work specifically with our Operations Trainer to learn the basics of the Operations
process through our specific Operations Training program then enhancing the current training database
from the knowledge gain. The ideal candidate would be interested in joining the financial services
industry and must have basic computer skills, including Microsoft Office Suite.
Ideal focus: Finance, Management, Business, or similar majors
Business DevelopmentThe Business Development Team offers a stimulating internship experience for a student who loves
problem solving, communicating with people, and developing new strategies. The Business
Development Intern will learn how to implement marketing campaigns and send and analyze targeted
messages, this allowing the intern to get a look into the nature of a recruiting profession. The Business
Development Intern would use Clickback, sendoutcards.com, and work directly with our Public Relations
and Creative Marketing Department to develop flyers, booklets, brochures, postcards, financial industry
ads, and e-marketing send and analyze targeted messages. In addition, the intern will help implement
marketing campaigns developed by Cambridge.
Ideal focus: Marketing, Communications, Finance, English or similar majors
Commissions AnalystThe Accounting Department offers a great opportunity within the commissions team, offering an intern
experience to learn data and functions across departments (clearing with trading, assets under
management / Account data with CDW team, basic SQL with IS, PayCheque I and PayChequq II
functionality with IS & Licensing.) The Commissions intern will have ownership of tasks and
collaboration across these departments. Ideal candidates will be a self-starter, have the ability to multitask, work well within a team environment, communicate effectively and meet deadlines and have
ability to provide business analysis, basic SQL programming and user acceptance testing.
Ideal focus: Business Administration, Database Management, Business Process Analysis
Accounting Intern- Commissions and FeeBPS
The Accounting Department offers a great opportunity within the Commissions and Fee Billing and
Processing Teams, offering an intern experience with the everyday functions of an accounting
department in the back office of a broker-dealer. In doing this, the intern will obtain a broad overview of
Accounting as a whole and expand their understanding of the Accounting team while reviewing
processes for efficiencies. Efficiency recommendations will be solicited from the intern and will be
expected as a part of their review of existing processes and procedures. In addition to reviewing existing
procedures, the intern will play a key part in the ongoing Continuous Improvement efforts within the
Accounting department including but not limited to root cause analysis, metric identification and
tracking and process mapping of processes currently under review. Ideal candidates will have completed
intermediate-level accounting courses or above, be a self-starter, have the ability to multi-task, and
work well within a team environment.
Ideal intern candidates will have completed intermediate-level accounting courses or above. Ideal
academic focus: Accounting, Business, Finance or similar majors.
Compliance InternThe Compliance Department offers a unique opportunity that will introduce a student intern to a broad
range of financial industry concepts and ideas. Specifically, the Compliance Intern will be asked to learn
Lean techniques and gain experience researching, documenting existing processes, working with various
stakeholders both within Compliance and outside of the Compliance Department. Giving the
Compliance Intern exposure to multiple areas within Compliance will provide an industry career path
adding value immediately should they choose to work in the financial services industry.
Ideal focus: Business Administration, Communications, Finance, or Legal
Conferences Intern
The Conference Intern will be exposed to a variety of different areas, including conference and event
planning that will help them learn how to market to different audiences including Cambridge advisors,
recruits, and wholesalers. Primary responsibilities will include being the content owner for our event
mobile app, providing support on all aspects of Cambridge’s National Conference, Ignite, and providing
customer service to attendees. This experience will allow a student to gain knowledge in a fast-paced
event planning and marketing environment within the financial services industry. Ability to travel to our
National Conference in Chicago Illinois is ideal.
Ideal focus: Hospitality (event planning), Business, Marketing, Finance, or similar majors
Continuous Improvement InternThe Continuous Improvement intern will be provided an in-depth opportunity to facilitate teams, use
Lean Theory and tools learned through course work and to build analytical and problem solving skills.
This opportunity will provide a hands-on experience with an organization in implementing an
Organization Lean assessment. Ideal candidate will have course work, experience or knowledge in Lean,
Six Sigma, Process Improvement, Change Management or Supply Chain.
Ideal focus: Business Management, Industrial Engineering, Supply Chain Management, Statistics
Financial Reporting InternThe Finance Intern will gain valuable knowledge in the Cambridge Accounting Department as they assist
with the month-quarter-end close process through compilation of financial statements and
reconciliation of supporting schedules. In addition, the intern will assist in the review processes for
efficiencies and provide suggestions for improvement to management. Candidates must have
completed intermediate accounting by the start of the internship. General knowledge of financial
accounting and a desire to further knowledge of the accounting cycle is required.
Ideal focus: Finance or Accounting
Human Resources Intern
Build on classroom learning with this internship opportunity in the Human Resources Department. The
Human Resources Intern will research and develop additional campus outreach opportunities to gain
more exposure at local colleges. Projects will include contributions to company committees, planning
the all-company summer event, and working to improve The Next StepTM internship program and
enhance the HR department Sharepoint. The intern must be proficient in Microsoft Office and Excel, and
have taken some general HR courses.
Ideal focus: Human Resources, Business Management, or Communications
Information Systems InternThe Application Programmer Intern will be part of a software development team working on designing,
developing, and testing software features and components. Project work will include web programming
and business layer design and development. The intern will learn and use standard industry practices
such as established coding conventions, writing unit tests, participating in code reviews, and pair
programming. In addition, they will use Continuous Integration as well as participate in practices
according to the Agile/Scrum software development methodology. The intern will use various
technologies and tools from the following: C#, .NET Framework, ASP.NET, ASP.NET MVC, SQL, Visual
Studio, MS SQL Server Management Studio, TeamCity, Team Foundation Server (TFS), and others.
Ideal focus: Computer Science
IT InfrastructureJoin the IT department to gain real world skills relating to a large scale Microsoft Active Directory Forest.
The IT intern will have the opportunity to work with multiple departments to gather requirements for
completing cross departmental IT projects. Over the course of the internship, the intern will create
electronic forms within on SharePoint as well as build and install new associates computers and
equipment.
Ideal focus: MIS, Computer and IT Administration, Computer Systems Networking
IT HelpdeskAre you looking to develop real world skills relating to a large scale Microsoft Active Directory Forest?
The IT Production Support intern will lead the cleanup of Active Directory orphaned accounts and data
from Windows Servers, SQL Server, and Exchange. Ideal candidates would be looking to work in a fast
paced environment where there are endless opportunities to work with new and emerging
technologies.
Ideal Focus: MIS, Computer and IT Administration, Computer Systems Networking
Legal InternThe Legal/Risk Team offers a unique opportunity to research and analyze state and federal laws and selfregulatory organization rules. Projects include drafting letters, reports, memorandums, presentations,
and basic contracts; data analysis and review; and interacting with other departments to help complete
tasks, resolve issues, or improve processes and procedures. Candidates should be entering into at least
their second year of an accredited law school program.
Ideal focus: Law
Practice Management Tech Consulting
For a rewarding technology internship, join Cambridge’s Technology Consulting Team for the summer.
The Technology Consulting Intern will support vendor due diligence and vendor evaluation requests for
new or existing vendors in the program. The intern will also work to enhance Cambridge’s relationship
with third party technology vendors through calls to discuss products and understand features and
benefits. The intern will also be given ample opportunity to network with professionals in the
technology and financial industries.
Ideal focus: Computer Science
PRCM- Advisor RelationsJoin the Public Relations and Creative Marketing Team to gain experience creating marketing collateral
for our financial advisors. The Advisor Relations Intern will develop a QuickPack for our Financial
Advisors by creating specific personalized template to utilize within our advisor’s offices. In addition, the
intern will participate in creating; business profiles, websites, personalized and customized collateral
and participate in marketing consults. Ideal candidates are self-starters, well organized, and able to work
under pressure.
Ideal focus: Marketing, Communications, Journalism, Advertising
PRCM Media RelationsJoin the Public Relations and Creative Marketing Team to gain experience in a fast-paced public relations
world. The intern will develop creative content for our clients, support Cambridge’s social media outlets,
and develop promotional campaigns. A heavy focus on writing will be emphasized through executive
ghost writing projects. Exposure to working with media and writing press releases will allow a student to
put their classroom knowledge to the test. Ideal candidates are self-starters, well organized, and able to
work under pressure.
Ideal focus: Marketing, Communications, Journalism, Advertising, or similar majors
Retirement and Wealth Strategies InternAre you looking to get an in-depth exposure into how a financial services company works with all facets
of a retirement planning system which include advisors working directly with retirement plans, working
with clients in a variety of phases in their retirement, the Retirement and Wealth Strategies Intern
opportunity is the place for you. The intern will assist in the facilitating quotes for Cambridge Retirement
Plan Strategies as well as preparing paperwork for initial review. The Retirement and Wealth Strategies
intern will provide review of Financial Wellness material as well suggestion enhancements to this
offering.
Ideal Focus: Finance or Marketing
Competitive Analysis
This intern will use market research and competitive analysis to help Cambridge create a library of
technological offerings utilized by other broker-dealers. Working in the Information Services division the
intern will have exposure to the Product Owner team and work closely with the Director of Product
Management. Ideal candidates will be: confident, independent, tech savvy and enjoy data driven
research. This opportunity will be best suited for someone studying Business or Computer Science.
Client Solutions Intern
The Client Solutions intern will gain in-depth insight into the world of a broker-dealer, join the Client
Solutions Team. The Client Solutions Intern will receive first-hand experience as to how Cambridge repadvisors interact with their clients and prospects. The intern will be given exposure to a wide variety of
investment and insurance solutions used to assist the advisor in obtaining the best client solution.
Ideal focus: Finance, Economics, or Marketing
Compliance/Legal Intern
The Compliance/Legal intern will intern will be co-sponsored by both the Compliance and Legal
departments. This will be a unique internship opportunity that will provide an intern with a variety of
projects from: research and analysis of state and federal laws and self-regulatory organization rules;
drafting letters, reports, memorandums, presentations and basic contracts and data analysis and review.
Ideal candidates should be attending an ABA accredited law school as well as have a background and/or
interest in the financial industry, compliance, regulation or securities law.
Ideal focus: Law