Investment Operations Intern (Fort Washington Investment Advisors) (Full Year)

placeCincinnati calendar_month 

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:

What you will do:

  • 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:

  • None

Travel Requirements:

  • None
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