Hybrid Portfolio Analytics Intern

Transamerica; Cedar Rapids (IA); Hybrid; USD 25,000 - 33,000; Part time

Benefits offered by this job

Tuition Reimbursement

401k Match

Employee Stock Purchase Plan

Medical Insurance

Dental Insurance

Vision Insurance

Job summary

Transamerica is hiring a Hybrid Portfolio Management Intern for our Cedar Rapids, IA office. The internship runs January 2027 through December 2027, with 15 hours/week during school and 30–40 hours/week in the summer.

You will support Portfolio Analysts, Tactical Portfolio Managers and Strategists, preparing weekly, monthly, and quarterly reports and a monthly client package while gaining exposure to Aladdin and Bloomberg.

Qualifications

• Must be currently enrolled full-time at a college or university pursuing a Business or related degree.
• This internship is not available for students who have completed their undergraduate degree or who will graduate prior to the conclusion of the internship.
• Strong written & verbal communications skills.
• Ability to work independently and as part of a team.
• Detail-oriented
• Reliable, dependable.
• Working knowledge of Microsoft Word, PowerPoint, Excel

Responsibilities

• Assist in supporting Portfolio Analysts, Tactical Portfolio Managers and Portfolio Strategists.
• Create and update portfolio management reports on a weekly, monthly, and quarterly basis.
• Create a monthly client reporting package for all divisions within the company.
• Enhance understanding of the investment industry and economy through various readings, meetings, and projects.
• Developing skills and knowledge of different investment software (e.g. Aladdin and Bloomberg).
• Assist in miscellaneous special projects.

Skills

Strong communication

Team player

Detail oriented

Independent worker

Microsoft Office proficiency

Education

Pursuing a Business or related degree

Tools

Microsoft Word

PowerPoint

Excel

PowerBI

Job description

Transamerica is hiring a Hybrid Portfolio Management Intern for our Cedar Rapids, IA office. The internship runs January 2027 through December 2027, with 15 hours/week during school and 30–40 hours/week in the summer.

You will support Portfolio Analysts, Tactical Portfolio Managers and Strategists, preparing weekly, monthly, and quarterly reports and a monthly client package while gaining exposure to Aladdin and Bloomberg.