Rotational Investment Management Intern (Summer)

Overview:

Further, as a part of Western & Southern Financial Group, you will be a part of broader internship activities both virtual and on campus which will help develop your skills and network across the enterprise.

Responsibilities:

What you will do:

• Participate in preparation and evaluation of a current or prospective manager of a Touchstone mutual fund. Duties may include: gathering current information regarding the sub-advisor and strategy, reviewing the information with assigned analyst, participating in investment committee meetings, examining findings with the broader research team and/or presenting the findings at a staff meeting.
• Depending on travel protocols and schedule, may include travel to sub-advisor offices for participation in on-site due diligence with the assigned analyst. May also participate in meetings of standing committees that are fundamental to the asset management industry such as the derivatives, liquidity, fund actions and pricing/valuation committees.
• Gain experience with widely used investment tools like Bloomberg, Morningstar Direct, Style Analytics and eVestment Analytics.
• Learn about Touchstone's asset manager evaluation discipline and methods of collecting information like due diligence questionnaires and requests for information.
• Participating in preparation of Touchstone's quarterly themes and related content, exposure to and/or participation in production of media (e.g., social media, video, podcast and/or website content) and/or conduct of research on a specific theme or event.
• Quarterly fund expense analysis.
• Product Development Subcommittee (PDCS) Meetings examining potential new sub-advisors.
• Preparation and participation in quarterly product management committee (PMC) meetings of all Touchstone functional areas.
• Meetings of the Touchstone Funds' board of trustees.
• Updates to competitive analysis of Touchstone fund relative to noted competitor funds.
• You will be introduced to Touchstone's proprietary practice analysis review and three lens fund evaluation and participate in interactions with financial professionals.
• Responsibilities may also include involvement in weekly and quarterly updates to market and fund information used by Touchstone's sales force.
• Touchstone's investment & product strategy team regularly conducts special projects to evaluate new tools, services and products to enhance the quality of Touchstone's solutions and/or the insight provided within Touchstone and externally to Touchstone's clients. Special projects will vary but will reflective of the areas above.
• Performs other duties as assigned
• Complies with all policies and standards

Qualifications:

• Completed at least two years of university coursework, including some upper-level finance or business courses. (Preferred)
• Strong organizational skills.
• Computer skills in MS Word & MS Excel.
• Be a self-starter and able to work independently.
• Be able to prioritize projects and meet deadlines.
• Proficiency in word processing, spreadsheets, and database applications.

Work Setting/Position Demands:

• None

Travel Requirements:

• None