Internship

Systems Engineer – Summer Internship

Posted on 2/2/2024

Advisor360°

Advisor360°

501-1,000 employees

SaaS platform for wealth management efficiency

No salary listed

Waltham, MA, USA

This internship opportunity is located in Weston, MA and is described as a hybrid model environment, with most employees working from the office 2 to 3 times per week.

Category
Software Engineering
Required Skills
PowerShell
Bash
Python
Communications
Git
Perl
JIRA
Jenkins
Confluence
Linux/Unix
Data Analysis
Requirements
  • Internship will start on June 3rd and end on August 16th
  • Available to work in a hybrid model environment with a minimum of 2 days per week in the office
  • General knowledge and understanding of Windows Server Administration, Linux, DNS, WAN/LAN technologies or the ability to learn through training, mentorship, and growth
  • Bash/PowerShell/Perl/Python or other scripting experience a plus, or demonstrated ability to learn through training, mentorship, and growth
  • Basic understanding with software development practices and management tools (e.g., Jira, Bitbucket, Confluence, Jenkins, Git, etc.) or demonstrated ability to learn through training, mentorship, and growth
Responsibilities
  • Collaborate with senior team members to design, test, train, evaluate, maintain, document, and deploy machine learning and statistical models
  • Craft well written, efficient, and maintainable code related to data and analytics processes and presentation
  • Partner with teams to understand their business objectives and develop requirements for data-driven projects using the principles of machine learning and statistical analysis
  • Explain methodology and results to business stakeholders
Desired Qualifications
  • Customer and technical communication skills

Advisor360 provides a Software-as-a-Service (SaaS) platform aimed at improving the efficiency and productivity of wealth management firms. The platform is designed for financial advisors and wealth managers, allowing them to manage their business and client relationships from a single system. It streamlines operations, reduces costs, and helps mitigate regulatory risks, giving advisors more time to focus on helping clients achieve their financial goals. The user-friendly interface offers clients a comprehensive view of their financial situation, enabling personalized advice from advisors. Unlike many competitors, Advisor360 consolidates various aspects of wealth management into one integrated solution, which helps firms increase revenue and lower compliance risks. The company's goal is to enhance the wealth management experience for both advisors and their clients through a subscription-based model that ensures continuous updates and improvements.

Company Size

501-1,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Waltham, Massachusetts

Founded

2019

Simplify Jobs

Simplify's Take

What believers are saying

  • Advisor360°'s acquisition of Parrot AI enhances its platform with advanced AI capabilities.
  • The launch of Tandem CRM solution indicates a shift towards scalable client management tools.
  • GWN Securities' selection of Advisor360° highlights its technology as a key differentiator.

What critics are saying

  • Integration of Parrot AI may face challenges with existing systems.
  • Tandem CRM solution may struggle against established CRM providers in the market.
  • Pressure from GWN Securities' selection could impact reputation if integration fails.

What makes Advisor360° unique

  • Advisor360°'s Unified Data Fabric™ integrates seamlessly with existing technology stacks.
  • The platform offers a holistic view, enhancing productivity and reducing compliance risks.
  • Advisor360°'s SaaS model ensures continuous updates and improvements for wealth management firms.

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