Investment Operations Intern

Job Description

Investment Operations Intern

About the Company:

Security Benefit is a leader in the U.S. retirement market with more than $60 billion in assets under management. We offer opportunities to thrive, innovate, and make an impact. As part of our team, you’ll play a key role in driving the future of the U.S. retirement industry. Security Benefit is a PLACE where we promise to help our customers To and Through Retirement®.

We’re proud to have been recognized as one of the best in the business:

• Named to Ward’s 50 list of top-performing life-health insurance companies
• Recognized on list of Ingram’s Top 100 Private Companies in the Kansas City area in 2024

About the Role:

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 Manager, 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.

• 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.

What We’re Looking For:

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.

Why Choose Security Benefit?

When you join our team, you’re not just getting a paycheck — you’re getting a career path full of growth opportunities, plus a robust benefits package that puts your well-being first. Here’s what you can expect as part of our internship program at Security Benefit:

• Hands-on Experience: Dive into real-world projects and make a tangible impact.
• Skill Development: Enhance your technical and soft skills through practical application.
• Networking Opportunities: Connect with industry professionals and expand your professional circle.
• Resume Enhancement: Gain valuable experience that will make your resume stand out.
• Exploration of Career Paths: Discover potential career trajectories within the financial industry.
• Personal and Professional Growth: Develop leadership qualities and problem-solving abilities.
• Industry Insights: Learn the intricacies of the U.S. retirement market.
• Holiday Pay: Enjoy paid time off during company holidays.

Ready to Make an Impact?

Apply today by visiting our career page to submit your resume. We’re excited to meet you!

Security Benefit is an Equal Opportunity Employer.