Investment Intern

Job Description

About Company

Based on the provided information, the company operates an Investment Team located at the KFB State Office in Louisville, KY. It is associated with the insurance industry, as the role involves developing an understanding of “the insurance industry and related investment strategies.”

Job Description, Detailed

This is for an Investment Intern position, designed to assist the company’s Investment Team.

• Reports to: Senior Investment Portfolio Manager
• Job Status: Hourly
• Hours: 20 – 38.5 hours per week
• Pay: $18.00 per hour
• Location: On-site at the KFB State Office in Louisville, KY
• Term: August 2025 to December 2025 (with a possibility of extension by mutual agreement)

Overview of Duties:

The intern will play a supportive role to the Investment Team, focusing on data management, research, and presentation development. This includes participation in departmental projects as needed.

Key Responsibilities:

• Analysis: Analyze companies, industries, and themes that impact both equity and fixed income portfolios.
• Data Management:
• Collect, compile, and interpret market and economic data.
• Update and organize Investment data files.
• Presentations: Create or update slides for various presentations.
• Research: Create investment research and analyze market data.
• Industry Understanding: Develop a comprehensive understanding of the insurance industry and its related investment strategies.
• Reporting: Prepare a detailed research report on an assigned company or sector.
• Attendance: Maintain regular, predictable attendance, as the role requires physical presence in the office.

Job Specifications:

• Physical Demands: Requires normal vision and hearing (with or without correction).
• Mental Demands:
• Ability to sustain prolonged concentration.
• Capacity to work effectively under time pressure.
• Strong analytical reasoning skills.
• Aptitude for problem-solving and conducting research.
• Environmental Factors: Standard office environment with typical lighting, temperature, and noise levels.
• Equipment Used: Keyboard, Calculator, Telephone, Copier, Personal Computer.

Qualifications:

• Education:
• Four-year degree (currently in process) is required.
• A major in Finance, Economics, or Accounting is preferred.
• Experience: 0-2 years of experience in the field or a related area.
• Skills:
• Demonstrated experience in problem-solving.
• Proficiency in Microsoft Excel, Word, and PowerPoint.
• Accurate keyboarding skills.
• Strong ability to collaborate effectively with both internal colleagues and external contacts.
• Good verbal and written communication skills.