Investment Intern

Shelter Insurance; Columbia Township (MO); On-site; USD 40,000 - 46,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with company match

Paid time off

Wellness program

Dress for Your Day

Flexible scheduling

Job summary

Shelter Insurance in Missouri is seeking an Investment Intern to support the Investment department across asset classes, from fixed income to equities. The role emphasizes research, analysis, and reporting on portfolio performance and economic trends.

Ideal candidates are pursuing finance or business degrees, with some exposure to CFA Level I and strong Excel skills. The internship requires a 12-month commitment and offers a path into a values-driven, inclusive workplace.

Qualifications

• Pursuit of finance, business or other analytical degree desired.
• Exposure to finance and investment principles, CFA Level I curriculum familiarity.
• Basic understanding of income statements, balance sheets, and cash flow statements.
• Introductory knowledge of equity and fixed income markets.
• Commitment to a minimum of 12-month work experience, including full-time in the summer and flexible, part-time schedule during the school year.
• Strong attention to detail and accountability.
• Excellent verbal communication and teamwork.

Responsibilities

• Work across multiple asset classes to support Investment department functions.
• Provide critical research and evaluation of investment opportunities.
• Prepare reports summarizing portfolio performance and economic trends.
• Conduct ad hoc investment projects as needed.

Skills

Finance knowledge

CFA Level I familiarity

Financial statement analysis

Excel proficiency

Attention to detail

Strong communication

Team collaboration

Education

Finance or business degree

Analytical degree

CFA coursework

Tools

Excel

Databases

Financial software

Job description

A company built to serve you. It's your career, Shelter it! Additional Job Description Investment Intern $19.28 minimum starting pay Job Level: Individual Contributor Shelter maintains broad salary ranges for its roles in order to account for variations in geographic location, education, training, skills, relevant work experience, business needs and market demands. Please remember that this is the minimum starting base pay only and does not consider other components that make up the total rewards package for the position.

What You Will Be Doing:

• Work across multiple asset classes, including fixed income, alternatives and public equity, to support all Investment department functions.
• Provide critical research and evaluation of existing and new investment opportunities.
• Prepare and update various reports summarizing portfolio performance and economic trends impacting insurance and corporate pension portfolios.
• Conduct other ad hoc investment projects in accordance with department needs.

What We're Looking For:

• Pursuit of finance, business or other analytical degree desired.
• Exposure to finance and investment principles and an understanding of core financial analysis, including familiarity with CFA level 1 curriculum.
• Basic working knowledge of income statements, balance sheets, and cash flow statements.
• Introductory/beginner knowledge of equity and/or fixed income markets.
• Intellectually curious, high-aspiring student with interest in institutional asset management.
• Individual initiative; attention to detail; high personal accountability.
• Excellent verbal communication skills.
• Experience with Microsoft Office, especially Excel, and other financial software applications, including databases.
• Demonstrated skills in Excel (non-beginner), business writing and calculating and interpreting basic financial and performance metrics.
• Typically requires commitment to a minimum of 12-month work experience, including full-time in the summer and flexible, part-time schedule during the school year.
• Strong organizational skills.
• Proficiency in working both independently and in team settings, with the ability to establish positive relationships with department staff and external partners.
• Successfully completed core finance/accounting courses with minimum B passing grade.
• Letter of recommendation from professor/advisor/previous employer.
• Ability to perform the essential functions of the position, with or without a reasonable accommodation.

Benefits:

• Health
• Dental
• Voluntary Vision and Prescription Drug Insurance
• Savings and Profit Sharing 401(k)
• Paid Time Off for Sick and Personal Leave, Vacation and Holidays
• Vitality Wellness Program
• "Dress for Your Day" Dress Code
• Flexible Scheduling

The Shelter Insurance® group of companies is a leader in the insurance industry, providing customers with exceptional insurance and financial products and services. Since opening our doors in 1946, we have become one of the most successful and financially-sound, super-regional insurance groups in the country. We provide a variety of insurance options for our customers including auto, home, life and business insurance. We exist to be a leader in our communities by providing daily value while we SHELTER what matters most. At Shelter Insurance, we value, celebrate, and invest in people. With over 75 years of success, we have built a strong foundation rooted in doing the right thing and making progress that truly matters - for our employees, our customers, and our communities. Our employees are the backbone of our success, which is why we are committed to fostering an inclusive environment, offering competitive benefits and meaningful opportunities for growth and development. We strive to honor our legacy, while innovating for a future full of opportunities. Shelter has a purpose driven culture that centers on: Involvement Within Our Communities Financial Strength & Stability Benefits This is your opportunity to be a part of an incredible company with people who encourage you and will help you grow personally and professionally. We champion diversity and strive to provide opportunities. Our family-oriented culture is one that promotes inclusion and positivity. Together we have achieved the winner of the Award for Best Places to Work since 2017!

Shelter Insurance is proud to be Equal Opportunity Employers committed to creating a diverse and inclusive workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, veteran status, or other legally protected classifications. If you have a disability and require reasonable accommodations for any part of the selection process, we're here to help you out.