Investment Operations Intern

Job Description

Investment Operations Intern | Security Benefit

The Tone:
This is an internship at Security Benefit, located in Topeka, Kansas or Des Moines, Iowa, with a hybrid work schedule. Security Benefit is a leader in the U.S. retirement market, managing over $60 billion in assets to help customers “To and Through Retirement®”. This role contributes to the core operational processes and analysis supporting the lifecycle of investment activities, playing a key part in the future of the U.S. retirement industry.

The TL;DR
• Role: Internship
• Type: Full-time (summer), with options for Spring or Fall semester work
• Location: Des Moines, IA; Topeka, KS (Hybrid)

• Team: Reports to the Manager, Investment Operations
• Mission: This person ensures the accurate and timely execution of daily investment operations processes and supports strategic department projects to enhance operational effectiveness.
• Tech Stack: Microsoft Excel, PowerPoint, Microsoft Office applications

What You’ll Actually Do
• Daily Operations: Assist with the execution of daily processes across various investment operations areas, including trade settlements, portfolio reconciliations, performance and valuation calculations, and reporting tasks.
• Project Contribution: Support strategic department projects by contributing through requirement gathering, testing, validation, and change management.
• Discrepancy Resolution: Participate in monitoring and resolving trade discrepancies and reconciliation breaks, ensuring timely resolution in coordination with internal and external stakeholders.
• Data Reporting: Prepare and analyze data for investment reporting, ensuring accuracy and adherence to standards.
• Process Improvement: Work with internal teams to address operational inefficiencies and propose process enhancements.

The Must-Haves
• Background: Full-time college student pursuing a degree in Finance, Economics, Business, or a related field.
• Experience: Basic understanding of financial markets.
• Skills: Quantitative, analytical, modeling, and financial analysis skills; proficient expertise in Microsoft Excel and PowerPoint, with proficiency in other Microsoft Office applications; ability to manage numerous requests and tasks; high levels of integrity and accountability; problem-solving.
• Bonus: Entrepreneurial, resourceful, and self-starter type; high intellectual curiosity and innovation; teamwork orientation and highly collaborative; ability to analyze financial documentation, develop procedures, and communicate detail in both verbal and written form.