Investment Intern

Shelter Insurance Companies; Columbia Township (MO); Hybrid; USD 22,000 - 31,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

Flexible scheduling

Dress for Your Day

Job summary

Shelter Insurance Companies invites you to join an Investment Intern program offering exposure to fixed income, alternatives, and equities. You will research opportunities, prepare portfolio reports, and contribute to department projects under guidance from seasoned professionals.

The role seeks finance or business students with CFA Level I familiarity, strong Excel skills, and a 12-month commitment, including summer. Competitive pay; everything supports a professional growth track.

Qualifications

• Pursuit of finance, business or other analytical degree desired.
• Familiarity with CFA Level I curriculum and basic financial statements.
• Strong Excel and financial software skills.
• Commitment to a minimum of 12-month work experience, including full-time in the summer.
• Letter of recommendation from professor/advisor/previous employer.
• Ability to work independently and in teams; excellent communication.

Responsibilities

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

Skills

Finance basics

Excel skills

Analytical mindset

Communication skills

Education

Finance or business degree

Tools

Microsoft Excel

SQL basics

Job description

Investment Intern

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

Shelter's uncompromising commitment to excellence doesn't stop with our customers. We recognize our employees are what make us a premier organization in the insurance industry. Shelter Employees enjoy such benefits as:

• 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
• And much more!