Investment Operations Intern (Fort Washington Investment Advisors) (Full Year)
Cincinnati
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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on deals of more complexity and with increasing autonomy.
• Performs a variety of operational duties within an assigned area of Investment Operations.
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• Operations
• Investment Accounting
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