• Job Description

  Req#: 19760

  Overview

  Summary of Responsibilities:

  The internship will be a project-oriented experience. The intern will be assigned various projects during the summer, which could include business analysis, operations, marketing, client service, compliance, business development, investment research and/or operational/database management-related matters. The intern will obtain direct exposure to Fort Washington Investment Advisors (FWIA) and Western & Southern Financial Group (W&SFG) senior management, and he/she will be expected to generate and deliver a "final" PowerPoint presentation to senior management at the end of the internship period.

  Responsibilities

  Position Responsibilities:

  • Due Diligence and Fund Monitoring

  · Performs due diligence for individual equity holdings and mutual fund holdings

  · Identifies client holdings outside of approved funds and securities, analyzes unrealized gain / loss, and identifies potential substitute investments from an approved list of securities. Delivers analysis to Portfolio Manager for his / her consideration.

  · Develops Excel models and other ad hoc analysis to analyze current investment performance for the PCG model portfolios of investments.

  · Retirement analysis using financial planning software

  • Private Client Group Technology: Portfolio Management, CRM and Planning Software

  · Participates in technology conversion activities.

  · Partners with portfolio managers, planners, and relationship managers to define internal business reports to better manage the business

  · Assists in implementing effective processes and procedures for completing and improving work.

  · Business Management Support

  · Provides financial and/or data analysis of selected investment related, operational and/or marketing data sets.

  · Assists management in identifying and developing analysis tools necessary to help manage the business.

  · Performs other duties as assigned by management.

  · Participates in the W&SFG enterprise-wide internship program.

  Qualifications

  Selection Criteria:

  • Cumulative GPA of at least 3.2 out of a 4.0; 3.5+ preferred.
  • Proven general knowledge of the functions of accounting, finance and investments, the underlying body of concepts that constitute the investment management industry and the application of those concepts.
  • Demonstrated successful experience in problem-solving situations.
  • Demonstrated excellent verbal and written communication skills.
  • Demonstrated ability to coordinate multiple projects simultaneously and complete assigned tasks accurately and on a timely basis.
  • Proven examples of motivation and proactive personal development.

  Work Setting:

  • 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 visual acuity to read a variety of correspondence, reports and forms, and to prepare and analyze data.
  • Requires confidentially handling access to client information

  Educational Requirements:

  • Working toward bachelor's degree, preferably in accounting, finance, operations, economics, management/operations, marketing or business analytics.
  • Between junior and senior year preferred.

  Computer Skills and Knowledge of Hardware & Software Required:

  • Proficiency in spreadsheet (Excel) and word processing (MS Word) applications.

  Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.):

  • None required.

  Position Demands:

  • None

• About the company

  5 billion as of March 2017. Through its member companies, Western & Southern offers a variety of financial services such as life insurance, annuities, mutual funds and investment management.

Notice