Investment Analyst Intern: Research & Portfolio Analytics

Ultipro; United States; Remote; USD 25,000 - 30,000; Part time

Job summary

Indiana Farm Bureau Insurance is seeking an Investment Analyst Intern to participate in daily Investment Team activities and assist with special projects. You will research securities, maintain analytics dashboards, and help prepare market data for decision-making.

As a student, you will gain practical experience in portfolio management, security analysis, and financial market research within a professional environment, collaborating with experienced investment professionals.

Qualifications

• Pursuing a bachelor's degree in Finance, Economics, Accounting, Business, or related field.
• Strong written and verbal communication skills.
• Demonstrated analytical abilities and critical thinking.
• Excellent organizational and time management skills.

Responsibilities

• Participate in day-to-day processes of the Investments team and assist with special projects.
• Support Portfolio Managers by researching and analyzing prospective and existing securities.
• Maintain investment portfolio analytics and compliance dashboards while identifying data quality discrepancies.
• Collect and organize market and economic data to support presentations, reporting, and decision-making.
• Assist with investment-related analysis that contributes to portfolio strategy and performance evaluation.

Skills

Analytical abilities

Communication skills

Attention to detail

Time management

Teamwork

Education

Bachelor's degree in Finance, Economics, Accounting, Business, or related field

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Job description

Indiana Farm Bureau Insurance is seeking an Investment Analyst Intern to participate in daily Investment Team activities and assist with special projects. You will research securities, maintain analytics dashboards, and help prepare market data for decision-making.

As a student, you will gain practical experience in portfolio management, security analysis, and financial market research within a professional environment, collaborating with experienced investment professionals.