Institutional Investment Operations Intern

Mariner Holdings; Overland Park (KS); Hybrid; USD 27,552; Full time

Job summary

A financial services firm is offering an internship for an Institutional Intern in Overland Park, KS. The role involves providing operational and analytical support, handling investment documents, and working on various projects. Candidates must be pursuing a relevant degree and have strong analytical skills. The internship pays $20 per hour and offers valuable exposure to the financial planning and investment management industries.

Qualifications

• Expected graduation date within 12 months of the start of the internship.
• Pursuing a degree in Accounting, Finance, Business, or related fields preferred.
• Prior internship or coursework in finance, investment management, or analytics is a plus.

Responsibilities

• Support Performance Reporting or Defined Contribution Support Services team.
• Collect and file critical client information.
• Maintain investment manager compliance spreadsheets.
• Upload holdings and fixed income portfolio characteristics.

Skills

Proficiency in Microsoft Excel

Strong attention to detail

Basic understanding of investments

Analytical abilities

Effective communication

Teamwork

Ability to manage multiple tasks

Education

Pursuing a bachelor’s or master’s degree

Job description

A financial services firm is offering an internship for an Institutional Intern in Overland Park, KS. The role involves providing operational and analytical support, handling investment documents, and working on various projects. Candidates must be pursuing a relevant degree and have strong analytical skills. The internship pays $20 per hour and offers valuable exposure to the financial planning and investment management industries.