Overview
The investment operations intern will work closely with the operations team to conduct research, capture data, and uphold processes critical to ongoing firm operations.
Responsibilities
- Fulfilling tasks to maintain portfolio positions and transactions in-line with banks and/or brokers as set out by supervisor.
- Attending strategic meetings to set the course and direction for operational teams, while taking minutes.
- Performing research to better understand portfolio movements, operational efficiencies and opportunities for increased accuracy.
- Working alongside full-time team members to take ownership of regular operational deliverables.
- Add depth to investment industry knowledge base and understanding of how securities operate by working with securities on a daily basis.
- Performs other duties as assigned.
- Complies with all policies and standards.
Qualifications
- Working towards a Bachelor's degree in a business related field. - Required
- Proven academic and extracurricular track record with a demonstrated history of achievement. - Required
- Demonstrated quantitative background (e.g., economics, mathematics, etc.). -
- Proven excellent verbal and written communication skills with ability to convey information, verbally and in writing, to internal and external customers in a clear, accurate, focused and concise manner. -
- Demonstrated ability to effectively interact and communicate with all levels of staff and management. -
- Proven ability to document procedures and activities in a manner that is understandable to others and prepared using a prescribed format. -
- Demonstrated verbal and written communications are to conform to proper rules of punctuation, grammar, diction and style. -
- Proven ability to complete tasks independently, accurately and on a timely basis. -
- Demonstrated strong attention to detail with excellent organization skills and process orientation. -
- Proven ability to handle confidential information. -
- Demonstrated comfort with quantitative analysis, including identifying, defining and resolving complex problems. -
- Ability to collect, quantify or interpret data to establish facts and draw valid conclusions and provide creative resolutions. -
Work Setting/Position Demands:
- Works in an office setting and remains 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 the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
- Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
- Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
- Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
- Performs substantial movement of wrists, hands, and fingers for continuous computer work.
- Extended hours required during peak workloads or special projects/events.
