Investment Analyst Intern - Summer 2027

Ultipro; Indianapolis (IN); On-site; USD 25,000 - 33,000; Part time

Job summary

Indiana Farm Bureau Insurance is seeking an Investment Analyst Intern to support the Investments team in day-to-day processes, research securities, and maintain analytics and dashboards.

You will gain practical investment management experience, exposure to portfolio management and market research, and collaborate with seasoned investment professionals to drive insights for portfolio strategy and performance.

Qualifications

• Strong written and verbal communication skills.
• Demonstrated critical thinking and analytical abilities.
• Excellent organizational and time management skills.
• Proficiency with Microsoft Office Suite (Excel, PowerPoint, Word).
• Understanding of basic investment concepts and financial markets.

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 and resolving 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

Communication

Analytical thinking

Time management

Organizational skills

Data quality awareness

Education

Bachelor's degree pursuit in Finance/Economics/Accounting/Business

High School or better

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Job description

225 S East St
Indianapolis, IN 46202, USA

Description

Responsibilities

As an Investment Analyst Intern, you may:

• Participate in the 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 and resolving 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.

What You'll Gain

• Practical experience within a professional investment management environment.
• Exposure to portfolio management, security analysis, and financial market research.
• Opportunities to work directly with experienced investment professionals.
• Enhanced analytical, communication, and problem-solving skills.
• A deeper understanding of the role investments play in supporting the insurance industry.

Preferred Majors

• Pursuing a bachelor's degree in Finance, Economics, Accounting, Business, or a related field.

Preferred Qualifications

• Strong written and verbal communication skills.
• Demonstrated critical thinking and analytical abilities.
• Excellent organizational and time management skills.
• Proficiency with Microsoft Office Suite, including Excel, PowerPoint, and Word
• Understanding of basic investment concepts and financial markets.

Successful Candidates Will Demonstrate

• A genuine interest in investing and financial markets.
• Intellectual curiosity and a desire to continuously learn.
• Strong attention to detail and accuracy.
• The ability to work both independently and collaboratively in a team environment.

Join our team and gain valuable investment management experience while working on meaningful projects that deepen your understanding of financial markets and contribute to the long-term success of Indiana Farm Bureau Insurance.

#HO #IN #LI-LL1

Qualifications

Education

Required

High School or better.

Equal Opportunity Employer
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