Security Benefit is looking to solve the business problem of managing its $55 billion in assets under management and driving the future of the U.S. retirement industry by hiring an Investment Management Intern.
Requirements
Proficient with Microsoft Applications (Excel, PowerPoint, Word, and Outlook).
Strong analytical, problem solving skills.
Ability to think objectively and analytically.
Ability to prioritize multiple tasks and deadlines for reporting.
Accuracy and the ability to be very detail oriented are crucial.
Responsibilities
Financial Analysis and Investment Due Diligence: Assist with financial analysis and overall due diligence on existing positions and new potential investments to understand collateral performance, deal structure, market dynamics, and assessment of investment risk.
Investment Origination: Assist investment team in originating investments suitable to Security Benefit’s risk and return objectives.
Portfolio Management: Assist in management of Security Benefit’s investment portfolio which includes trading, pricing, audit/finance/investment operation requests, legal documentation, and regulatory matters.
Reporting : Assist in ad hoc and periodic reporting on portfolios of assets and specific investments.
Collaboration : Collaborate with multiple teams, including but not limited to Operations Team, Investment Accounting Team, Legal Team, to ensure efficient and timely completion of required responsibilities.
Other
College student pursuing a degree in Finance, Accounting, Economics, or related fields.
Willingness to develop industry-related knowledge.
Ability to work with various levels of management.
Ability to interact professionally with all contacts.
Demonstrates initiative and able to work independently.
