Investment Management Internship

Talcott Financial Group; New York (NY); Hybrid; USD 28,000 - 34,000; Full time

Job summary

Talcott Financial Group in New York, NY is seeking a Summer Investment Intern to join our Investment Management Team. You will assist in the implementation, monitoring, and analysis of investment strategies and policies, helping optimize asset positioning and risk management.

This ten-week program includes hands-on projects, workshops, and exposure to senior leadership. Ideal candidates are rising seniors in Finance or Actuarial Science with strong Excel skills and a proactive, collaborative

Qualifications

• Rising senior pursuing a Bachelor's degree in Finance, Actuarial Science or related field
• GPA 3.5+ preferred
• Prior internship preferred
• Strong problem-solving and collaborative mindset
• Knowledge of financial concepts and quantitative skills
• Proficient in Excel

Responsibilities

• Aggregate and review investment data to support portfolio analysis and positioning
• Assist in monitoring credit quality and data against risk limits
• Assist in evaluating investment opportunities across asset classes
• Prepare investment presentations for senior management
• Support surveillance for private credit and private equity investments

Skills

Problem solving

Collaboration

Math skills

MS Excel

Communication skills

Independent work

Proactive learner

Coding basics

Education

Bachelor's degree in Finance/Actuarial or related

GPA 3.5+ preferred

Tools

MS Office

Job description

Investment Intern

Talcott Financial Group is an international life insurance and annuities group and the industry's trusted partner for comprehensive risk solutions. Talcott creatively designs and expertly delivers responsive solutions that transfer risk and manage capital in a way that supports the strategic needs of insurers today and into the future. Talcott employees span offices in Hartford, CT, New York, NY, Charlotte, NC, Bermuda, and Cayman.

Talcott Financial Group has a proven track record of well-executed transactions, and the enterprise benefits from its strong financial position with over $136 billion in assets under management, its investment-grade financial strength ratings, and its partnership with Sixth Street, a leading global investment firm.

Overview:

Talcott's Summer Internship Program is designed to provide students with a dynamic and rewarding opportunity to immerse themselves in real-world challenges. As part of this ten-week fast-paced summer program, interns will engage in meaningful projects guided by training in market dynamics and industry fundamentals. In addition to hands-on learning, Talcott's internship program offers a comprehensive schedule of educational workshops, peer networking events, and direct exposure to senior leadership, designed to support interns' personal and professional development.

We are seeking a summer intern to join the Investment Management Team, where you will assist in the implementation, monitoring, and analysis of investment strategies and policies, supporting the team's efforts to optimize asset positioning and risk management.The selected Investment Intern shall work on a hybrid schedule in our New York, NY. office.

Responsibilities May Include:

• Aggregate and review investment data to support portfolio analysis and positioning
• Assist in monitoring credit quality and compiling data against risk tolerances and established limits
• Assist in evaluating new investment opportunities and relative value across asset classes, including analysis of risk-adjusted returns, market conditions, and portfolio fit
• Contribute to the identification and quantification of emerging credit risks within the General Account
• Assist in preparing investment presentations and reporting materials for senior management, including portfolio positioning, trading activity, and key investment developments
• Support underwriting and surveillance activities for investments within Talcott's Private Credit and Private Equity Alternatives portfolio

Qualifications

• A rising senior pursuing a Bachelor's degree in Finance, Actuarial Science or a related field
• Candidates with a cumulative GPA of 3.5 or better will be given preference
• Prior internship experience is preferred
• Innovative and collaborative problem solver
• Strong mathematical skills and understanding of financial concepts
• Proficient in MS Office Excel
• Excellent written and verbal communication skills
• Ability to work independently with a positive attitude and willingness to learn
• Proactive individual and quick learner
• General coding language experience is a plus

Compensation:

The salary for this position has a range based on anticipated responsibilities, market benchmarks, and organizational constraints. Talcott Financial Group carefully considers a wide range of compensation factors, including but not limited to prior experience, skills, expertise, location, internal equity, and other considerations permitted by law. The comprehensive remuneration details, inclusive of benefits, will be communicated upon finalization of the employment offer.