Research Analyst Intern (Part-Time)

Research Analyst Intern (Part-Time: 20 Hours Per Week)

Lion Street, an Integrity company, is a leading national financial services company owned by fiercely independent financial advisors who specialize in financial solutions for high-net-worth individuals, family offices, business owners, and corporate clients.

Job Summary

We are looking for a dynamic marketing intern who is looking to add value to their resume with a job that can help robust skill set and provide quality experience that many employers look for in college graduates. Additionally, we are seeking an intern who can leverage artificial intelligence tools to enhance our marketing and recruiting strategies. The ideal candidate will help develop and implement AI-driven prompts, agents, and workflows aimed at identifying and attracting new business opportunities. Our internship program is flexible with school schedule, but requires at minimum 15 hours per week of work to keep up with the workload. For Summer opportunities, full-time hours available from June to August, specific terms will be discussed.

Primary Responsibilities:

• Responsible for extensive research on potential clients, including putting together dossiers and gathering necessary client information
• Assist with industry meeting preparation, and marketing collateral
• Work with various departments on assigned projects with set goals and deadlines
• Join group meetings to serve as a observer, note taker, and help work on projects start to finish
• Scan, file and organize files on Egnyte drive for various departments
• Will be trained with various groups on data entry needs, and assignments
• Compile materials for firm mailing distributions
• Work in excel or CRM software on ad-hoc projects

Desired Skills & Experience:

• The ideal candidate will have at least two years of workforce experience, or two related internships.
• Prior work in data analytics or research position a plus.
• Has worked in Microsoft Excel (intermediate to advanced skills preferred). Strong time management skills to meet deadlines.

Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.