Investment Management Intern (Summer 2027)

Sammons Financial Group Inc.; West Des Moines (IA); On-site; USD 27,000 - 39,000; Full time

Benefits offered by this job

Comprehensive health coverage

Competitive compensation

ESOP and 401(k)

Fridays off and paid holidays

Tuition reimbursement and development

Job summary

Sammons Financial Group in West Des Moines, IA, is offering a paid internship in Corporate Investments. You will analyze portfolios, assess risk governance, and develop benchmarking approaches while supporting hedging strategies.

You’ll collaborate across units and participate in development, culture, and volunteer events during an 8–10 week program with potential extension. The internship emphasizes accountability, openness, and integrity, with an 80/10/10 exposure model across the organization

Qualifications

• Pursuing Bachelor's degree in Finance, Economics, Mathematics, Actuarial Science or related field.
• Related coursework or analytical experience preferred.
• Strong analytical and data organization/validation skills.

Responsibilities

• Perform investment risk governance on public and private securities.
• Assist in comparative investment analysis across peers and industry.
• Develop analytical approaches to portfolio benchmarking and performance.
• Analyze derivative strategies for hedging purposes.
• Work with business units to implement service improvements.
• Assist in debt capital market initiatives.
• Collaborate with team to achieve common objectives.
• Commit to Sammons values and attendance policy.
• Other duties as assigned.

Skills

Bachelor's degree in Finance

Strong analytical skills

Excellent oral and written comms

Self-starter

Teamwork and collaboration

Excel skills

PowerPoint skills

Time management

Education

Finance, Economics, Mathematics, Actuarial Science or related field

Tools

Excel

PowerPoint

Job description

What You Can Expect In This Role

Using strong quantitative and communication skills, this role will support the Corporate Investment group in the analysis of investment portfolios and related risk management functions including preparing and performing risk governance on public and private securities, preparing comparative investment analysis and developing analytical approaches to portfolio benchmarking and performance. Additionally, this role will assist with the Company's hedging programs by developing and analyzing derivative strategies. This position will work closely with the business units to implement service improvements related to portfolio management. The candidate must demonstrate the Sammons Financial Group (SFG) Member Companies core values of Accountability, Openness, Respect and Integrity at all times.Internship Information: Our Internship program is designed to give students experience with projects and performing tasks within their hired work area. You will be exposed to other areas within the organization by participating in development, culture and volunteer events. This paid internship is 8-10 weeks in length with the possibility of extending hours into the school year. Our internship program holds an 80/10/10 approach, meaning that 80% of your work time will involve performing tasks or working on projects within your hired work area. Another 10% of the time, you will be exposed to learning in other areas within your assigned division to get more corporate experience. Then, the final 10% will be spent in shared experiences across the organization, where you will get to really learn about our culture and work environment.

What You'll Do In This Role

• Perform investment risk governance on public and private securities.
• Assist in preparing comparative investment analysis across peers and the industry.
• Develop analytical approaches to portfolio benchmarking and performance.
• Analyze derivative strategies for hedging purposes.
• Work closely with the business units to implement service improvements.
• Assist in debt capital market initiatives.
• Develop the skills necessary to identify and achieve common objectives across the team. Value individual differences and talents and seek to understand team decisions and actions.
• Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity).
• As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands.
• Other duties as assigned.

What We're Looking For

• Individual pursuing their Bachelor's degree in Finance, Economics, Mathematics, Actuarial Science or related field Preferred
• Related coursework or analytical experience Preferred
• Strong analytical skills and the ability to take data from several sources and organize, validate and analyze the data
• Must be able to work in a collaborative team environment within and outside of Corporate Investments and the ability to work in a positive fashion toward common organization goals
• Excellent oral and written communication skills required
• Must have a high level of self-initiative, confidence and be a self-starter
• Must demonstrate humility and strong adherence to teamwork and collaboration
• Strong PC proficiency with excellent Excel and PowerPoint skills required
• Excellent time management skills are necessary
• Ability to operate effectively with some level of autonomy and self-direction

Other Requirements

Criminal background check required.

Salary Range Information

USD $24.00 - USD $24.00 /Hr. Range includes data points from multiple labor markets. Specific range is dependent on the labor market where the incumbent will be hired to perform the position. Starting salary is dependent on candidate qualifications and experience. For a narrower salary range specific to your labor market, please inquire.

What you can expect when you join Sammons Financial Group

• Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance.
• Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success.
• Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k).
• Work-life balance that means something. Friday afternoons off year-round, generous paid time off, and paid holidays.
• Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs.
• Make an impact beyond the workplace through volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you.
• An ownership culture that inspires; join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work - together shaping our future shared success.

Work Authorization/Sponsorship

At this time, we’re not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.).

Additional Information

Sammons Financial Group Is An Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, or any other characteristic protected by applicable law.

ADA Sammons Financial Group is committed to providing reasonable accommodations to qualified individuals with disabilities in all aspects of the employment process. If you need assistance or a reasonable accommodation at any stage of the application or hiring process, including navigating our website or applying for a position, please contact [e-mail] or call 800-728-2987.

E-Verify Sammons Financial Group participates in E-Verify and will provide the Social Security Administration and, if necessary, the Department of Homeland Security with information from each new employee's Form I-9 to confirm work authorization.

Policy for External Search Firms and Agencies Sammons Financial Group maintains an internal Talent Acquisition function and does not accept unsolicited resumes or candidate submissions from search firms, staffing agencies, or other third-party recruiting vendors. Please review our Recruitment Agency Policy for additional information here.