Internship

AI Data – Summer Internship

Posted on 2/27/2024

Advisor360°

Advisor360°

501-1,000 employees

SaaS platform for wealth management efficiency

No salary listed

Waltham, MA, USA

The internship is located in Weston, MA and offers a hybrid work environment with most employees working from the office 2 to 3 times per week. The role requires the intern to be available to work in a hybrid model environment with a minimum of 2 days per week in the office.

Category
Data Science
AI & Machine Learning
Required Skills
Microsoft Azure
Python
Data Structures & Algorithms
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
  • Excellent problem-solving and communication skills
  • Proficient in Python programming
  • Solid understanding of data structures and algorithms
Responsibilities
  • Build general awareness and understanding of corporate AI activities, approaches and programs
  • Gather, analyze, cleanse, and prepare data for AI model training
  • Evaluate various algorithms
  • Train, validate, and deploy AI models
  • Review existing systems’ effectiveness and efficiency and recommend improvements
  • Assist in documenting existing AI models and processes
Desired Qualifications
  • Experience in AI model building and training
  • Experience in API development
  • Experience in website development
  • Knowledge in Machine Learning and Neural Networks
  • Knowledge and experience in cloud computing, especially Azure

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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