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Strategic Analyst Intern Jobs in Ohio (NOW HIRING)

Hantz Group

Planning Analyst - Intern

Maumee, OH · On-site

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with ... Tax Strategy and Planning * Cash Flow Analysis * Debt Strategies * Estate Planning * Property and ...

Hantz Group

Planning Analyst - Intern

Maumee, OH · On-site

$14.50 - $18.75/hr

Planning Analyst Intern Hantz Group is a Michigan-based financial company that works with ... Tax Strategy and Planning * Cash Flow Analysis * Debt Strategies * Estate Planning * Property and ...

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Strategic Analyst Intern information

What does a strategic analyst intern do?

A Strategic Analyst Intern supports an organization's strategic planning by gathering and analyzing data, conducting market research, and evaluating business trends. They assist senior analysts and managers in identifying opportunities for growth, improving efficiency, and mitigating risks. Responsibilities often include preparing reports, creating presentations, and collaborating with various departments to provide actionable insights that inform business decisions. This internship provides practical experience in strategic analysis, critical thinking, and problem-solving within a corporate setting.

What are the key skills and qualifications needed to thrive as a strategic analyst intern?

To thrive as a Strategic Analyst Intern, you typically need strong analytical abilities, proficiency in data interpretation, and a background in business, economics, or a related field. Familiarity with Excel, data visualization tools like Tableau, and often basic knowledge of SQL or other data analysis software is important. Effective communication, problem-solving, and a collaborative mindset are valuable soft skills that help interns excel in team environments. These skills and qualities are crucial for providing actionable insights, supporting strategic decision-making, and contributing positively to business objectives.

What types of projects and teams do strategic analyst interns typically work with during their internship?

As a Strategic Analyst Intern, you will likely collaborate with cross-functional teams such as marketing, finance, and operations on projects that involve market research, data analysis, and business strategy development. Interns often assist with gathering and interpreting data to support decision-making, preparing presentations for leadership, and contributing to strategic recommendations. This role provides hands-on experience in problem-solving and exposure to various business units, helping you build a strong foundation for a future career in strategy or consulting.
Strategic Analyst Intern jobs near you

Planning Analyst - Intern

Hantz Group

Maumee, OH • On-site

Internship

Re-posted 28 days ago

Job description

Planning Analyst Intern
Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what's most important for their families.
Areas of Focus:
  • Asset Management
  • Financial Planning and Retirement
  • Insurance
  • Tax Strategy and Planning
  • Cash Flow Analysis
  • Debt Strategies
  • Estate Planning
  • Property and Casualty Insurance

The Holistic Approach to Financial Planning
Hantz Group recognizes that each area of one's financial situation impacts the other and that is why we offer a holistic approach to our client's financial planning. Financial Planning is the core of our holistic approach.
As a Planning Analyst Intern, you will be integrated into the Family Office. Working closely with our Financial Advisors will broaden your knowledge about the financial services industry and the important part that Tax Planning and Insurance plays in a client's overall financial health. Our flexible working hours will allow you to gain valuable hands on experience in the field while obtaining your degree.
Essential Job Functions:
  • Work as a Liaison for Financial Advisors and Product Providers
  • Daily review of new business, for accuracy and compliance reviews then follow up with Product Providers and Financial Advisors to complete and settle transactions/ business
  • Manage a case load of communications including phone calls, and emails from Financial Advisors, and Product Providers to provide critical support in the funding process of customer accounts
  • Studying for and obtaining Property & Casualty license
  • Opportunities for growth through acquiring FINRA Securities Licenses available
  • Comply with all Industry Rules and Regulations
  • All other tasks as assigned

Education/Knowledge & Skills:
  • Pursuing a Bachelor's Degree
  • Interest in pursuing a career in financial services
  • Availability to work 20-25 hours a week
  • Strong oral and written communication skills
  • Effective time management skills and able to work independently
  • Detail oriented and strong analytical problem solving skills
  • Ability to complete industry licensing
  • Ability to use constructive criticism to positively influence work
  • Proficient in Microsoft Office

The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.
As a growing organization, Hantz Group has many opportunities within our multiple office throughout the state of Michigan and northern Ohio. We ask that interested individuals apply to only one position. Any other opportunities or positions can be discussed should we extend an invitation for an interview.

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