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Business Analyst Intern
SUMMER 2027 INTERNSHIP OPPORTUNITY
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PROGRAM:     Mutual Aspire Internship Program   Â
SCHEDULE: Â Â Â Â Full-time, on-site internship
DURATION:      10 weeks | May 25–August 6, 2027
PAY:Â Â Â Â Â Â Â Â Â Â $20.00 per hour
LOCATION:Â Â Â Westlake Village, California
About Mutual Group
Mutual Group is a dynamic, mission-driven financial services company that supports independent financial advisors across the United States. With more than four decades of experience, we deliver distinctive products, exceptional service, and innovative solutions that help advisors grow and perform at their highest level. Guided by our core values—Personal, Authentic, Collaborative, and Knowledgeable—we bring a people-first approach to everything we do.
Aspire Program Overview
The Mutual Aspire Program gives college students and recent graduates a meaningful, hands-on introduction to the financial services industry. Interns work alongside experienced professionals, contribute to real business initiatives, and build practical skills they can carry into future careers.
This entry-level experience goes beyond observational learning, providing exposure to day-to-day workflows, cross-functional collaboration, and project-based work that drives measurable improvement.
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Why Join Mutual Aspire
Career exploration. Learn about career paths in client support, operations, compliance, technology, and more.
Meaningful work. Contribute to projects that improve client experience, data quality, and operational efficiency.
Mentorship and learning. Work with an Aspire Coordinator and experienced team members who offer guidance, feedback, and professional development.
Transferable skills. Build experience in research, analysis, process improvement, and communication.
Fields of study: Accounting, business administration, data science, finance, marketing, statistics, or a related discipline.
What You’ll Do
Support day-to-day operations
Assist team members with periodic client- and adviser-related tasks.
Review, audit, and update data to ensure client records, notes, and activity tracking are accurate and current.
Organize and maintain electronic files for advisers, clients, and internal teams.
Deliver project work
Collaborate with fellow interns on a potential capstone project, presenting findings and recommendations.
Complete administrative and project tasks with accuracy, professionalism, and on-time delivery.
Analyze and improve processes
Conduct research and analysis to support financial teams, key metrics, and reporting.
Contribute to operational initiatives such as data clean-up and standardized naming conventions to improve consistency and accuracy.
Collaborate and learn across the business
Participate in cross-department workshops focused on collaboration and business fundamentals.
Attend the Aspire Guest Speaker Series to learn from financial services professionals.
Join a CTO-led book club centered on leadership and professional growth.Â
Mutual Group Departments
Mutual Group offers opportunities across a wide range of teams, including Executive; Account Services; Client Experience; Client Solutions (Insurance Solutions and Investment Solutions); Finance; Administration & Human Resources; Marketing, Branding & Communications; Systems & Data; Compliance; Assist; Transitions; and Client Compensation.Â
What We’re Looking For
This is an entry-level opportunity, and we welcome candidates who are early in their careers and eager to learn. We’re looking for interns with curiosity, initiative, and an interest in exploring the financial services industry. Ideal candidates are open to feedback and motivated to grow professionally, comfortable using Microsoft tools such as Excel, Word, and Outlook (with the ability to learn new technology), and able to communicate clearly and professionally in writing and conversation. A thoughtful, resourceful approach to problem-solving—and a willingness to suggest practical improvement is also important.
How to Apply
Mutual Aspire offers real experience, hands-on learning, and an opportunity to contribute to meaningful work.
Ready to take a first step toward a career in financial services? Submit your resume and cover letter for consideration.
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Mutual is a B2B company that provides consulting services, operations, technology, brokerage and compliance solutions for registered investment advisory (RIA) firms and individual advisors. Mutual Group currently serves more than 1,600 financial professionals with assets under administration exceeding $13B and has been continuously striving to grow in knowledge, expertise, and client care since being founded in 1982. For more information about Mutual Group, please visit https://www.mutual.group or follow the company on LinkedIn.
Investment advisory services offered through Mutual Advisors, LLC, a SEC registered investment adviser. Securities offered through Mutual Securities, Inc., member FINRA/SIPC. Mutual Advisors, LLC and Mutual Securities, Inc. (collectively "Mutual Group") are affiliated companies.
