Job Description
As an Investor Analytics Intern you will help with impacting the lives of everyday people and help them go from surviving to thriving with innovative digital personal finance solutions. This person must have excellent analytical capabilities in order to create accurate, thoughtful, clear recommendations that drive how we manage our business. Statistical Analysis, data mining, Advanced Excel, SQL skills, effective communication skills, an entrepreneurial and proactive approach, exceptional time management and an ability to comfortably work with senior management are also critical for success in this role.
What you’ll do:
Develop and implement business improvements, including:
Produce month and quarter ending investor reporting for Capital Markets and Accounting teams
Create risk vs. return analyses to aid potential investors in understanding our loan performance thereby driving investor demand
Establish actuals vs. forecast performance tracking and identify areas of growth, areas where performance is lagging, and where a forecast refresh is required
Provide real time analysis of our loan portfolio and new loan originations to identify and understand items that could substantially impair portfolio returns
Create Competitive Intelligence Benchmarking to understand how our Securitizations are performing relative to the competition
Automate manual tasks thereby reducing human error and freeing up time for additional analyses
Collaborate with Capital Markets, Accounting, Credit Risk, and other areas to bring insights and create proposals to improve performance and tracking
Present findings and proposals to VP level Executives
Leverage combination of following to drive actionable business insights: Financial modeling, SQL, hypothesis testing, statistical analysis and forensic analysis
Develop PowerPoint presentations that summarize your analysis and your recommendations.
Play an active role to drive your proposals all the way into implementation – you will be required to be hands on to make this happen and ensure your proposals deliver desired business results
Qualifications
What you’ll bring:
Experience in data science, quantitative business analysis, and/or statistical analysis
Bachelor’s Degree in Engineering, Scientific field, Finance, or Accounting (prefer a college student who just completed their junior year, going into their Senior year)
Self-starter with the ability to work efficiently under direction of manager
Experience leveraging PowerPoint to outline analytic results and make proposals
Understanding of how to leverage regression analysis and decision trees to prove merits of a proposed improvement
Strong SQL and MS Excel skills
Strong Tableau (or similar data visualization software) skills
Understanding of decision trees, segmentation, regression and other intelligent decision models used to analyze customer response behaviors, interaction patterns and propensity
Minimum level of Math coursework: Statistics 1 (math problem solving skills required)
Preferred skills:
Prior experience in one or more of more of: business analysis or consulting
Advanced SQL querying skills
Advanced Tableau skills for developing business reports
Coursework in Statistical Programming, Simulation, Regression
Lending Industry Experience
Knowledge of and ability to interpret Probability Distributions, Hypothesis Testing, Regression techniques like Logistic Regression, Confidence Intervals
Additional Information
Join Achieve and take the first step in your capital markets career while making a meaningful impact in personal finance.
***As an Intern for the summer of 2025, we are looking for college students who are juniors going into their Senior year. This role will be working hybrid (a few days a week in the office) out of Tempe, AZ for 12 weeks starting May 27th. You will be working 20-30 hours per week at a rate of 20 dollars an hour.
Company Description
Achieve is a leading digital personal finance company. We help everyday people move from struggling to thriving by providing innovative, personalized financial solutions. By leveraging proprietary data and analytics, our solutions are tailored for each step of our member's financial journey to include personal loans, home equity loans, debt consolidation, financial tools and education. Every day, we get to help our members move their finances forward with care, compassion, and empathetic touch. We put people first and treat them like humans, not account numbers.
