How will this role impact First Command?
The Supervision and Surveillance Intern will support the Supervision team through reporting, systems support, and data analysis. This role provides exposure to financial services supervision processes, reporting frameworks, and cross-functional collaboration. The intern will develop skills in Microsoft Office (particularly Excel), data analysis, and problem-solving while working under guidance from experienced team members. This is a collaborative role that offers hands-on experience and the opportunity to learn how Supervision supports business and regulatory objectives.
What will the employee do in this role?
- Assist with preparation and maintenance of Supervision reporting, which will be reviewed by Supervision Principals, First Command Leadership; to include the SLT, ELT and Supervision Leadership in order to provide insight on Field and Home Office activity.
- Support ad hoc reporting and data analysis for use by Supervision Principals and Supervision leadership
- Provide feedback and recommendations to Supervision Leadership for decisions regarding capacity and productivity.
- Support coordination between Supervision and our internal business partners to communicate and assist with the resolution of outstanding issues; business partners include BIS, Financial Planning, Compliance, Transfer Agency, Insurance Operations, Product Management and Advisor Operations.
- Help respond to internal inquiries (under supervision)
- Participate in team meetings to gain exposure to Supervision processes and initiatives
- Assist with system testing, data validation, or process improvement efforts
- Assist in tracking and updating documentation for policies and procedures
- Interact with Internal and external business partners on behalf of the Supervision Principals when needed, which includes answering inbound calls and responding to emails.
- Learn about Written Supervisory Procedures (WSP), Compliance Manual (CM), and core controls
- Perform other duties and special projects as assigned
- Shadow team members during cross-functional interactions
- Participate in training sessions and learning development opportunities
What skills & qualifications do you need?
- Currently pursuing a Bachelor’s degree in Finance, Business, Data Analytics, or a related field
- Strong academic record preferred
- Interest in financial services, compliance, or data analysis
- Basic to intermediate Microsoft Excel skills preferred
- Experience with data, reporting, or analysis through coursework or projects is a plus
Required Knowledge, Skills, and Abilities
- Demonstrates strong attention to detail and willingness to learn
- Able to work both independently on assigned tasks and collaboratively within a team environment
- Organized with the ability to manage multiple tasks and deadlines
- Strong written and verbal communication skills
- Positive attitude and eagerness to develop skills in data analysis and reporting
- Basic proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook)
- Interest in learning financial services systems, processes, and controls
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