Investment Intern

Shelter Insurance Companies; New York (NY); On-site; USD 22,000 - 31,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Paid time off

Wellness program

Flexible scheduling

Dress code

Job summary

Shelter Insurance Companies offers an Investment Intern position in New York. The role provides exposure to multiple asset classes, including fixed income, alternatives and public equity, and requires research and evaluation of opportunities, with preparation of portfolio and economic trend reports.

The ideal candidate is pursuing a finance or business degree, has strong Excel skills, and can commit to at least 12 months, including summer and part-time school year arrangements.

Qualifications

• Pursuit of finance, business or analytical degree.
• Exposure to finance and investment principles; understanding of core financial statements.
• Curious, high-aspiring student with initiative and attention to detail.
• Excellent verbal communication skills.
• Experience with Microsoft Office, especially Excel, and databases/financial software.
• Commitment to a minimum of 12-month work experience including summer and part-time school year.
• Strong organizational skills.
• Ability to work independently and in teams.
• Core finance/accounting courses completed with minimum B.
• Letter of recommendation from professor/advisor/previous employer.

Responsibilities

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

Skills

Finance knowledge

Excel

Analytical skills

Communication skills

Teamwork

Education

Pursuit of finance or business degree

Tools

Excel (advanced)

Financial software

Databases

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.

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!

#IND1#