Summer Internship

The Company:

EdgeClear’s objective is to simplify access to financial markets through outstanding brokerage services and solutions. We've assembled an experienced team of industry professionals who share both a passion for trading and a deep understanding of its complexities. Our approach combines advanced technology, high-touch service, and disciplined risk management. Everything we build is Trader-Inspired.

The Opportunity:

We are seeking a highly motivated Summer Intern to support EdgeClear’s operations, client services, and growth initiatives across our brokerage and fintech platform. This role is designed to provide hands-on exposure to the inner workings of a futures brokerage while contributing to meaningful, high-impact projects.

You will work closely with leadership and cross-functional teams to analyze internal processes, improve CRM functionality, enhance customer experience, and support operational workflows. This is a structured, project-driven internship suited for someone who is curious, analytical, and eager to understand how a financial services firm operates behind the scenes.

Responsibilities and Duties:

• Analyze and optimize EdgeClear’s CRM (Zoho), including pipeline management and workflow efficiency.
• Build and organize dashboards to improve visibility into lead flow and customer lifecycle.
• Conduct research on CRM best practices and recommend automation strategies.
• Assist with customer outreach efforts, including re-engaging leads and tracking account status updates.
• Support client services by helping organize and expand the firm’s knowledge base and support materials.
• Participate in customer survey initiatives and analyze feedback from active and inactive clients.
• Collaborate with Marketing on drip campaign strategies, content ideas, and customer journey mapping.
• Assist Compliance with development of internal training guides and documentation.
• Support Operations with workflow mapping, KPI tracking, and process improvement initiatives.
• Participate in platform testing and provide feedback on user experience and functionality.
• Develop and present a final project summarizing findings, recommendations, and process improvements.

Qualifications and Skills Requirements:

• Rising Junior (or equivalent) pursuing a degree in business, finance, marketing, or a related field.
• Strong organizational and problem-solving skills with attention to detail.
• Analytical mindset with the ability to evaluate systems and processes critically.
• Strong written and verbal communication skills.
• Ability to manage multiple tasks and meet deadlines in a structured environment.
• Comfortable working with data, systems, and digital tools.
• Interest in financial markets, trading, or fintech.
• Ability to work on-site in Chicago five days per week.

Preferred Qualifications:

• Experience with research projects, data analysis, or workflow optimization.
• Interest in customer experience, operations, or process design.

Internship Structure:

Pre-Internship:

• Access to EdgeClear educational content and CME-related coursework covering industry fundamentals

Onboarding:

• Introduction to company culture, systems, and internal processes
• Completion of onboarding materials, policies, and compliance documentation

Training:

• Focus on how to operate effectively within a professional, team-based environment

Check-Ins:

• Structured 30-minute meetings twice per week with consistent format and expectations
• Focus on progress, roadblocks, and upcoming priorities

Project Feedback:

• Ongoing review of deliverables with actionable feedback and performance guidance

Closure:

• Final presentation of internship work and recommendations
• Completion of internship feedback survey

What You Will Gain:

• Hands-on experience across multiple departments within a brokerage firm
• Practical understanding of the futures industry and market infrastructure
• Experience managing and improving CRM systems and operational workflows
• Exposure to customer experience strategy and lifecycle management
• Opportunity to contribute to real business improvements with lasting impact

Compensation:

• $3,000/month (~$19/hour)

Schedule:

• Start Date: May 19th or May 26th
• End Date: August 8th or August 15th
• Hours: Monday–Friday, 8:00 AM – 4:00 PM

Summer Projects

• CRM management
• Customer survey Analysis
• Trader content research project

Summer Schedule

May

• Onboarding/training

June

• Operations
• Compliance

July

• New Account
• Customer Service

August

• Closure