Western & Southern Financial Group
Ohio
- Full Time
Overview
The investment operations intern will work closely with the operations team to conduct research, capture data, and uphold processes critical to ongoing firm operations.
Responsibilities
What you will do:
- Fulfilling tasks to maintain portfolio positions and transactions in-line with banks and/or brokers as set out by supervisor.
- Attending strategic meetings to set the course and direction for operational teams, while taking minutes.
- Performing research to better understand portfolio movements, operational efficiencies and opportunities for increased accuracy.
- Working alongside full-time team members to take ownership of regular operational deliverables.
- Add depth to investment industry knowledge base and understanding of how securities operate by working with securities on a daily basis.
- Performs other duties as assigned
- Complies with all policies and standards
Qualifications
- Working towards a Bachelor’s degree in a business related field. (Required)
- Proven academic and extracurricular track record with a demonstrated history of achievement. (Required)
- Demonstrated quantitative background (e.g., economics, mathematics, etc.).
- Proven excellent verbal and written communication skills with ability to convey information, verbally and in writing, to internal and external customers in a clear, accurate, focused and concise manner.
- Demonstrated ability to effectively interact and communicate with all levels of staff and management.
- Proven ability to document procedures and activities in a manner that is understandable to others and prepared using a prescribed format.
- Demonstrated verbal and written communications are to conform to proper rules of punctuation, grammar, diction and style.
- Proven ability to complete tasks independently, accurately and on a timely basis.
- Demonstrated strong attention to detail with excellent organization skills and process orientation.
- Proven ability to handle confidential information.
- Demonstrated comfort with quantitative analysis, including identifying, defining and resolving complex problems.
- Ability to collect, quantify or interpret data to establish facts and draw valid conclusions and provide creative resolutions.
Work Setting/Position Demands:
- None
Travel Requirements:
- None
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