Role Title: Research Intern

Date posted: April 16, 2016
Job Type: Flexible 3 to 4 hours per week based on your availability (Fall 2016 and Spring 2017)

Salary: unpaid

Role Responsibilities:

A. Data mining secondary dataset in one of the following per assignment but not limited to:
A.1 SEC investment advisor data (Federal level)
A.2 NASAA investment advisor data (State level)
A.3 US Census SIPP data (Survey of income and program participation for net worth)
A.4 US social security (retirees only) monthly benefits
A.5 Proprietary financial advisor M&A data
A.6 Census data from China and India

B. Software include but not limited to:
B.1 Excel
B.3 Oracle Crystal Ball (Excel Add-On)

C. Output of the dataset can be one of the following:
C.1 Descriptive stat or distribution
C.2 Panel
C.3 Scenario analysis
C.4 Monte Carlo Simulation
C.5 Charts, tables
C.6 Regression

D. Qualification:
D.1 Currently enroll full time as junior or sophomore in 4-year university.
D.2 A desire for obtaining graduate degree
D.3 Proficient in Excel

How to apply?

Please email the following to Chia-Li Chien, CFP®, PMP® at

a) Resume, please include your current GPA
b) A cover letter of your interests and include:
b.1) Your career goal
b.2) How will this position benefit you?

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