Investment Intern
About The Position
Duties and Responsibilities/Results: Assist in monitoring the Bank’s investment securities portfolio, including agency mortgage-backed securities, corporate bonds, municipal bonds, and equities Support preparation of ALCO reporting, including investment portfolio summaries, interest rate risk metrics, and liquidity analysis Help track liquidity levels, wholesale funding sources, and deposit trends Conduct market research on interest rates, Federal Reserve policy, and fixed income markets to support investment decisions Assist in analyzing portfolio duration, cash flow projections, and reinvestment opportunities Support review of investment purchases for credit quality, regulatory compliance, and policy guidelines. Assist in preparation of management investment reports Participate in projects related to balance sheet strategy, liquidity management, and funding optimization _____________________________________________________________________________ Job Specifications: Currently pursuing a Bachelor’s or Master’s degree in Finance, Economics, or Business Administration Strong analytical and quantitative skills Proficiency in Microsoft Excel and PowerPoint Excellent written and verbal communication skills Ability to manage multiple assignments and meet deadlines
Requirements
- Currently pursuing a Bachelor’s or Master’s degree in Finance, Economics, or Business Administration
- Strong analytical and quantitative skills
- Proficiency in Microsoft Excel and PowerPoint
- Excellent written and verbal communication skills
- Ability to manage multiple assignments and meet deadlines
Nice To Haves
- Coursework in financial markets, banking, or fixed income securities
- Familiarity with Bloomberg or other financial market data sources
- Basic understanding of bonds, interest rates, and financial statements
Responsibilities
- Assist in monitoring the Bank’s investment securities portfolio, including agency mortgage-backed securities, corporate bonds, municipal bonds, and equities
- Support preparation of ALCO reporting, including investment portfolio summaries, interest rate risk metrics, and liquidity analysis
- Help track liquidity levels, wholesale funding sources, and deposit trends
- Conduct market research on interest rates, Federal Reserve policy, and fixed income markets to support investment decisions
- Assist in analyzing portfolio duration, cash flow projections, and reinvestment opportunities
- Support review of investment purchases for credit quality, regulatory compliance, and policy guidelines.
- Assist in preparation of management investment reports
- Participate in projects related to balance sheet strategy, liquidity management, and funding optimization
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What This Job Offers
Career Level
Intern
