Internship - Investment Operations

Security Benefit Business Services / Everly Life•Topeka, KS

4d•Hybrid

About The Position

As an Investment Operations Intern, you will contribute to the lifecycle support of investment activities by engaging in comprehensive operational processes and analysis. This internship provides exposure across critical areas such as Trade Operations, Portfolio Administration, Asset Servicing, Data Management, Performance, Valuation and Investment Reporting. The intern position reports to the Manger, Investment Operations and will be based out of our Topeka, Kansas or Des Moines, Iowa office. We work a hybrid schedule, offering flexibility to work both remotely and on-site.

Requirements

Students eligible for the internship will be current, full-time students available to work full-time during the summer. Options for Spring or Fall semester work schedules are available.
Full-time college student pursuing degree in Finance, Economics, Business or related field.
Entrepreneurial, resourceful, self-starter type who demonstrates high levels of integrity and accountability while passionate about problem solving.
Ability to manage numerous requests and tasks on a daily basis and track/respond to requests in a timely manner while displaying high intellectual curiosity and innovation to continuously expand knowledge base.
Displays teamwork orientation and highly collaborative while building strong relationships with internal and external colleagues.
Ability to analyze financial documentation, develop procedures and communicate detail in both verbal and written form.
Basic understanding of financial markets.
Proficient expertise in quantitative, analytical, modeling and financial analysis skills.
Robust skills in Microsoft Excel and PowerPoint, with proficiency in other Microsoft Office applications.

Responsibilities

Assist with the execution of daily processes across various investment operations areas, including trade settlements, portfolio reconciliations, performance and valuation calculations and reporting tasks.
Support strategic department projects, contributing through requirement gathering, testing, validation, and change management.
Participate in monitoring and resolving trade discrepancies and reconciliation breaks, ensuring timely resolution in coordination with internal and external stakeholders.
Prepare and analyze data for investment reporting, ensuring accuracy and adherence to standards.
Work with internal teams to address operational inefficiencies and propose process enhancements.
Collaborate with the investment management and asset servicing teams to support data validation, transaction processing, and reporting activities.
Support the preparation of final presentations summarizing key takeaways for senior management and the investment operations team.