Investment Intern

Jobtailor; New York (NY); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Executive leadership meetings

Capstone project

Job summary

Jobtailor in New York (USA) offers an internship across the Investment division, exposing you to weekly cohort meetings with executive leaders and division heads. You will summarize capstone project outcomes and present learnings, while reviewing mortgage loan performance and entering data into servicing software.

The role supports the Mortgage Loan Annual Servicing Project, collaborates with Securities team on credit profiles, and emphasizes confidential data handling and ethical AI usage.

Qualifications

• Rising Sophomore, Junior, or Senior in college with related degree program.
• Must have a 3.0 or higher GPA.
• Ability to work 38.75 hours per week.
• Proficient in Microsoft Office.
• Bloomberg Terminal knowledge preferred.
• Ability to maintain confidentiality and use sound judgment.

Responsibilities

• Support the Investment division through routine and project-based work.
• Review property performance updates for 500+ mortgage loans.
• Enter reviewed information into mortgage servicing software.
• Assist Securities team with credit profiles for debt issuers.
• Collaborate with Mortgage Analysts and Portfolio Managers on data entry.

Skills

Attention to Detail

Effective Communication

Collaboration

Sound Judgment

Resourcefulness

Education

Finance/Business Administration/Accounting/Economics/Real Estate degree

Tools

Bloomberg Terminal

Mortgage Servicing Software

Microsoft Office

Job description

• Support the Investment division through routine and project-based work across its teams
• Gain broad exposure to the WoodmenLife organization through weekly internship cohort meetings, executive leadership meetings and one‑on‑one meetings with division leaders
• Summarize and present a capstone presentation covering project accomplishments, skill development and key learnings
• Support the Mortgage Loan Annual Servicing Project by reviewing property performance updates for more than 500 mortgage loans
• Enter reviewed property performance information accurately and completely into mortgage servicing software
• Assist the Securities team with developing and maintaining credit profiles for debt issuers
• Organize financial, issuer and supporting information for investment professionals conducting servicing and credit review activities
• Track and maintain security‑related investment holdings
• Review mortgage loan operating reports
• Collaborate with Mortgage Analysts and Portfolio Managers on data entry, file tracking and updates to holdings
• Complete assigned routine and project‑based work within established timelines
• Protect confidential business and financial information
• Use approved AI tools ethically and responsibly
• Meet attendance and punctuality expectations
• Perform other duties as assigned by management

Requirements

• Rising Sophomore, Junior, or Senior in college with area of study in Finance, Business Administration, Accounting, Economics, Real Estate or a related degree program
• Must have a 3.0 or higher GPA
• Ability to work 38.75 hours per week
• Ability to communicate clearly and effectively while working collaboratively
• Strong attention to detail and commitment to accurate data entry and documentation
• Ability to review, organize and interpret financial and business information
• Proficient computer skills including knowledge of Microsoft Office
• Preferred working knowledge of Bloomberg Terminal
• Ability to maintain confidentiality and use sound judgment when handling business and financial information
• Ability to provide seamless, trustworthy, attentive and resourceful (S.T.A.R.) customer service
• Passion for making an impact in local communities
• Successful completion of criminal background check, credit check when required, fingerprint check when required, drug screen and reference checks
• Must comply with applicable procedures and internal controls

Core Competencies

Demonstrates strong analytical skills in reviewing and organizing financial information, with proficiency in data entry and documentation. Capable of collaborating effectively with investment professionals while maintaining confidentiality and ethical standards.

Highest-signal resume keywords

• Financial Analysis
• Data Entry Accuracy
• Microsoft Office Proficiency
• Bloomberg Terminal Knowledge
• Customer Service Excellence

Hard Skills

• Financial Analysis
• Data Entry
• Documentation
• Property Performance Review
• Credit Profile Development

Soft Skills

• Attention to Detail
• Effective Communication
• Collaboration
• Sound Judgment
• Resourcefulness

Certifications & Qualifications

• Criminal Background Check
• Credit Check
• Fingerprint Check
• Drug Screen

Industry Keywords

• Investment Division
• Mortgage Loans
• Securities
• Financial Information
• Business Administration

Tools & Technologies

• Mortgage Servicing Software
• Microsoft Office
• Bloomberg Terminal