CRD Wealth, 6 Months Full-time Internship… at State Street · Boston

Summary: State Street is a leading provider of investment technology for wealth managers, and they are seeking a Co-op on the CRD Wealth and Advisor Platforms team. The role involves supporting strategic initiatives across product, client engagement, and platform innovation. Responsibilities: - Support the strategic direction of the platform by conducting analysis of trends in the wealth tech market, including competitive landscape, client needs, and emerging technologies - Support the development and tracking of the product roadmap, including milestone planning and cross-functional coordination - Collaborate with a cross-functional team to prepare for client meetings and events, including presentation materials, briefing documents, and follow-ups - Develop executive-level presentations for quarterly business reviews, strategic updates, and leadership briefings - Support the execution and roll out of large scale strategic initiatives Required Qualifications: - Pursuing a degree in Business, Economics, Finance or Liberal Arts - Ability to apply structured thinking to breakdown complex product and client challenges into actionable insights - Strong capability to conduct market and competitive research, synthesize findings, and present clear recommendations - Experience with Powerpoint and Excel; familiarity with PowerBI, and an interest in emerging technologies like AI and digital platforms - Comfort working in cross-functional teams and effectively communicating ideas through written and verbal channels - Precision in handling data, documentation, and testing activities to ensure quality outcomes - Eagerness to learn, explore new concepts, and thrive in a fast-paced, innovation-driven environment Required Skills: Analytical Thinking, Research Skills, Technical Aptitude Important Skills: PowerPoint, Excel, PowerBI, Emerging Technologies Nice-to-Have Skills: Collaboration & Communication, Adaptability & Curiosity, Attention to Detail Internship Start Date: Start in 2026 Summer Benefits: 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), Eligibility for certain tax advantaged savings plans, Paid volunteer days, Matching gift programs, Access to employee networks that help you stay connected to what matters to you