Financial Analyst Internship – Sentry Hill at Northwestern Mutual Growth Alliance

Sentry Hill Financial AdvisorsBoston, MAPart-Time (Approx. 10 hours/week, flexible 8-12 hours based on academic schedule) About Us Sentry Hill Financial Advisors is a Boston-based private wealth management practice and member of the Northwestern Mutual Private Client Group. We work with business owners, professionals, and families to help them navigate financial planning, investing, retirement, tax-efficient wealth strategies, and risk management. As a growing team, we combine the resources of a national firm with the personalized experience of a boutique advisory practice. Position Overview We are seeking a detail-oriented and reliable undergraduate student to assist with investment operations. This role offers meaningful hands-on exposure to the wealth management industry while developing valuable professional skills in data management, organization, and business operations. Responsibilities Prepare and organize client review materials Upload and organize financial data across internal systems Assist with portfolio reporting and account reviews Maintain client records and electronic files Identify discrepancies and escalate questions when appropriate Support special projects and process improvement initiatives Qualifications Current undergraduate student (open to all majors) Strong attention to detail and organizational skills Dependable and able to manage responsibilities independently Strong written and verbal communication skills Proficient with Microsoft Excel and Microsoft Office Interest in finance, business, operations, or related fields preferred What You'll Gain Meaningful exposure to the wealth management industry Experience working alongside financial advisors and operations professionals Development of Excel, reporting, and organizational skills Opportunities for increasing responsibility based on performance