State Street
State Street
Applications Closed
Posted 3 months ago
Internship
Boston, Massachusetts
In Person
Smart Summary
The intern will support Sales Directors and Salespersons with client research, meeting preparation, and follow-ups. They will also assist in creating pitch materials and analyzing market trends relevant to asset owners and insurance clients.
We are seeking a motivated intern to support the sales team focused on asset owner and insurance segments. Key responsibilities include assisting with client research, preparing pitch materials, analyzing market trends, and maintaining CRM systems. Currently enrolled students in a Bachelor's program in Business, Finance, Economics, or a related field are encouraged to apply.
Must Have Skills for ATS
Communication
Organizational Skills
Microsoft Office Suite
Financial Services
Data Analysis
CRM Tools
Job Description
We are seeking a motivated and detail-oriented Summer Intern to assist the Sales team focused on the Asset Owner and Insurance segments. This internship offers hands-on experience in client engagement, sales strategy, and market intelligence within two of our most dynamic business areas.
Support Sales Directors and Salespersons
with client research, meeting preparation, and follow-ups.
Assist in the creation and refinement of pitch materials, presentations, and client-ready documents.
Analyze market trends and competitor positioning relevant to asset owners (e.g., pension funds, endowments) and insurance clients.
Help maintain CRM systems and track sales pipeline activity.
Collaborate with cross-functional teams including Product, Marketing, and Client Services.
Participate in internal strategy sessions and contribute to segment-specific initiatives.
Gain exposure to investment servicing platforms and data solutions tailored to institutional clients.
Understand the unique challenges and opportunities facing asset owners and insurers, including regulatory, operational, and investment strategy considerations.
Learn how sales teams position differentiated capabilities such as multi-asset analytics, Alpha platform integration, and insurance accounting solutions.
Currently enrolled in a Bachelor’s program (Business, Finance, Economics, or related field preferred).
Strong communication and organizational skills.
Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).
Interest in financial services, institutional investing, or insurance markets.
Ability to work independently and collaboratively in a fast-paced environment.
Familiarity with investment concepts and financial statements.
Experience with data analysis or CRM tools (e.g., Salesforce) is a plus.
Salary Range:
$41,600 - $65,000 AnnualThe range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Employees are eligible to participate in State Street’s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
For a full overview, visit https://hrportal.ehr.com/statestreet/Home.
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
Discover more information on jobs at StateStreet.com/careers
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Job Application Disclosure:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
State Street
At State Street, we deliver leading investment platforms, data, expertise, and solutions that accelerate performance and better decision making. With over 200 years of global financial leadership, we equip institutional investors through a comprehensive suite of capabilities: Investment Services: Integrated front-to-back solutions across custody, accounting, and operations. Investment Management: Index and active strategies from one of the world’s largest asset managers. Markets: Multi-asset trading, FX solutions, and data-driven research to enhance portfolio value. Who We Are • 50,000+ employees worldwide • Active in 100+ markets • #1 in ETF servicing What You’ll Find Here • Executive perspectives and thought leadership • Timely market commentary and macro insights • Our views on investment operations, ETFs, private markets, and digital finance • Stories reflecting our culture, values and commitment to diversity and inclusion
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