Data & Automation Intern

Moors & Cabot: Where Your Financial Career Finds Its Home.

For over 135 years, Moors & Cabot has been a cornerstone of personalized wealth management. Headquartered in Boston, MA, with offices across the United States, we're not just a financial firm – we're a community dedicated to helping clients achieve their financial goals.

We empower our full-service Financial Professionals with the tools and support they need to excel, offering a comprehensive suite of investment services including financial planning, investment advisory, brokerage, retirement planning, and cash management. We also proudly serve individuals, families, and institutions with a wide range of investment products.

Join a firm with a rich history of integrity and a future built on innovation. At Moors & Cabot, we foster a professional and supportive environment where your contributions are valued, and your success is our priority. Come define the meaning of financial services with us.

Position Summary:

The Moors & Cabot Summer Internship Program provides current college students the ability to gain practical experience within the Financial Services industry. This summer will be filled with meaningful work, hands-on experience, mentorship from experienced leaders, and networking opportunities. At the conclusion of the program, you will present on projects accomplished and key learning takeaways to your peers and other team members of Moors & Cabot. As a Moors & Cabot Intern, you won't just be learning—you will be building. 

In this role, you will apply software development and architecture knowledge to support the ongoing development of multiple data automation, integration, and reporting efforts at Moors & Cabot. You will work to harden custom software, integrate AI models, and develop proprietary intellectual property.

This full-time role reports to the EVP of Strategic Initiatives and is based out of our Boston headquarters. Working hours are Monday - Friday 8:30 AM to 5:00 PM EST on a hybrid schedule: at least 3 days in office and up to 2 days remote.

Role Responsibilities

• AI & Automation
  • Design scalable application modules to automate data ingestion, comparison, and export
  • Develop AI agents and APIs to create custom integrations between in house products
  • Refactor and prepare our in house Business Intelligence Platform as an external production solution
  • Enhance core M&C automation and data management applications. 
• Custom Solutions Development
  • Maintain, enhance, and develop point automation solutions to replace manual processes with automated software procedures
  • Collect requirements, design, and build reports in the M&C Business Intelligence Platform to address analytics needs
  • Explore opportunities to enhance and refactor database tables and reports 
  • Develop as needed queries and views to facilitate database-side blending of data
• Marketing Software Development
  • Produce demo data to support commercialization of M&C tech ventures solutions
  • Support development of the M&C public facing website and Internal Intranet using Wix and Google Sites platforms.
• Technical Writing/Documentation
  • Document procedures, best practices, and limitations for the M&C Business Intelligence Platform and other proprietary solutions.

Key Measurements

• Ability to handle a demanding and multifaceted workload
• Attention to detail and consistency of report and report elements
• Clarity and completeness of solution documentation
• Eagerness to broaden responsibility as needed
• Completion of tactical projects

Minimum Requirements

• Undergraduate student currently pursuing a degree in Computer Science, Information Systems, Software Engineering, Data Analysis, or related field
• Proficiency in Javascript (or similar), Google scripting, and SQL
• Strong math, analytical, and programming skills
• Strategic, methodology driven, and consultative mindset
• Superb time management and follow through skills
• Creative, highly professional, and detail-oriented 
• Experience with AI programming, Google Cloud, or BigQuery is a plus.

Compensation & Benefits 

• This position has an hourly rate of $22.00
• Total Rewards Benefits Package:
  • Medical, Dental & Vision
  • Paid holidays and sick days

Moors & Cabot is an Equal Opportunity Employer.

Moors & Cabot is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. 

We utilize the Department of Homeland Security’s employee authorization program, E-Verify. E-Verify confirms employment eligibility by comparing the employee's Form I-9 information entered in E-Verify by the employer with the information in records available to SSA and/or DHS.