Global Investments Intern – Portfolio Reporting & Analytics
Aflac
internship
Posted on:
Location Type: Hybrid
Location: New York City • New York • 🇺🇸 United States
Visit company websiteSalary
💰 $19 - $30 per hour
Job Level
Entry Level
Tech Stack
PythonSQL
About the role
- Support portfolio reporting and financial analysis by assisting with the preparation, consolidation, and validation of investment data across asset classes, with a focus on fixed income.
- Assist in the development and enhancement of automated reporting processes, helping streamline recurring reports used for internal investment reviews and committees.
- Prepare and organize materials, metrics, and supporting data for internal investment committee presentations, including asset class activity, purchases, and sales.
- Partner with team members to help maintain data accuracy, improve reporting workflows, and document business processes related to portfolio analytics.
Requirements
- Interest in asset management, investments, or financial analysis.
- Proficiency in Excel; familiarity with data and reporting tools such as Power BI, Alteryx, or similar platforms is a plus.
- Exposure to SQL and/or Python for data analysis or automation is preferred but not required.
- Strong attention to detail, organization, and ability to work with large datasets.
- All candidates must have eligibility to work permanently in the U.S. and must be physically located in the continental U.S. for the duration of internship.
Benefits
- A housing stipend will be provided for non-local candidates.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
ExcelSQLPythonfinancial analysisdata analysisautomated reportingportfolio reportingdata validationreporting workflowsdata accuracy
Soft skills
attention to detailorganizationcollaborationcommunication