Private Client Financial Analyst Intern

3 weeks ago

Cincinnati Ohio, United States Western & Southern Financial Group Full time
Job Description

**Overview**

The internship will be a project-oriented experience. The intern will be assigned various projects during the summer, which could include business analysis, operations, marketing, client service, compliance, business development, investment research and/or operational/database management-related matters. The intern will obtain direct exposure to senior management and will be expected to generate and deliver a "final" PowerPoint presentation to senior management at the end of the internship period.

Responsibilities

Due Diligence and Fund Monitoring

  • Performs due diligence for individual equity holdings and mutual fund holdings
  • Identifies client holdings outside of approved funds and securities, analyzes unrealized gain / loss, and identifies potential substitute investments from an approved list of securities. Delivers analysis to Portfolio Manager for his / her consideration.
  • Develops Excel models and other ad hoc analysis to analyze current investment performance for the PCG model portfolios of investments.
  • Retirement analysis using financial planning software

Private Client Group Technology: Portfolio Management, CRM and Planning Software

  • Participates in technology conversion activities.
  • Partners with portfolio managers, planners, and relationship managers to define internal business reports to better manage the business.
  • Assists in implementing effective processes and procedures for completing and improving work.

Business Management Support

  • Provides financial and/or data analysis of selected investment related, operational and/or marketing data sets.
  • Assists management in identifying and developing analysis tools necessary to help manage the business.
  • Participates in the W&SFG enterprise-wide internship program.

Other Responsibilities

  • Performs other duties as assigned.
  • Complies with all policies and standards.

Qualifications

Education and Experience

  • Between junior and senior year (Preferred)

Skills and Abilities

  • Demonstrated successful experience in problem-solving situations.
  • Proven general knowledge of the functions of accounting, finance and investments, the underlying body of concepts that constitute the investment management industry and the application of those concepts.
  • Demonstrated excellent verbal and written communication skills.
  • Demonstrated ability to coordinate multiple projects simultaneously and complete assigned tasks accurately and on a timely basis.
  • Proven examples of motivation and proactive personal development.
  • Proficiency in spreadsheet (Excel) and word processing (MS Word) applications.

Work Setting/Position Demands

The intern will work in an office setting and remain in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings. Requires visual acuity to read a variety of correspondence, reports and forms, and to prepare and analyze data. Requires confidentially handling access to client information.

Travel Requirements

None

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