Investment Operations Intern: Data & Process Improvement

Allianz; Minneapolis (MN); Hybrid; USD 34,000 - 37,000; Full time

Benefits offered by this job

Intern program

Networking events

Training sessions

Job summary

Allianz Life invites students to join the AIM Investment Operations Internship within Allianz Investment Management. You will support investment operations, asset manager oversight, financial reporting, data analysis, and process improvements under experienced mentors.

You will gain practical experience, build professional relationships, and participate in training sessions, networking events, and intern programs designed to develop technical and professional skills.

Qualifications

• Superior communication, analytical, and problem-solving skills.
• Pursuing an undergraduate or graduate degree in accounting, finance, business, data analytics, economics, information systems, or a related field.
• Strong analytical and critical-thinking skills with attention to detail.
• Experience using Excel; exposure to Power BI or other data analysis and visualization tools is a plus.
• Interest in investment management, financial operations, accounting, or process improvement.
• Curiosity and a willingness to learn new technologies, including artificial intelligence and business intelligence tools.
• Ability to work independently and collaboratively in a team environment.
• Legally authorized to work in the U.S. without sponsorship now or in the future (visa requirements).

Responsibilities

• Assist with invoice reviews by comparing supporting documentation and identifying missing information.
• Support fee and expense analysis through data gathering, validation, and reconciliation.
• Help maintain spreadsheets, trackers, databases, and reporting tools used by the team.
• Assist in documenting business processes, workflows, and operating procedures.
• Support process improvement and automation initiatives using Excel, Power BI, and generative AI.
• Assist with the review and organization of asset manager reporting, fee, and expense information.
• Create reports, dashboards, and presentations to communicate key information and trends.
• Collaborate with team members across Investment Management, Finance, Treasury, and other areas.
• Participate in team meetings, training sessions, networking events, and professional development activities.

Skills

Communication skills

Analytical thinking

Problem solving

Team collaboration

Independent learner

Education

Undergraduate or graduate degree in accounting, finance, business, data analytics, economics, information systems, or related field

Tools

Excel

Power BI

Job description

Allianz Life invites students to join the AIM Investment Operations Internship within Allianz Investment Management. You will support investment operations, asset manager oversight, financial reporting, data analysis, and process improvements under experienced mentors.

You will gain practical experience, build professional relationships, and participate in training sessions, networking events, and intern programs designed to develop technical and professional skills.