Investment Operations Intern at Constellation Insurance, Inc.

Montgomery, Ohio, United States -

Full Time

Start Date

Immediate

Expiry Date

30 Jan, 26

Salary

0.0

Posted On

01 Nov, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Data Management, Reporting Automation, Process Improvement, Excel, Python, Analytical Skills, Problem-Solving, Communication, Organizational Skills, Self-Motivated, Attention To Detail, Investment Systems, Team Collaboration, File Management, Workflow Support, Curiosity

Industry

Insurance

Description

The Investment Operations Intern will support the Investments team in enhancing data accuracy, reporting, and process efficiency. This role is ideal for a student pursuing a degree in finance, accounting, data analytics, or a related field who is eager to apply classroom knowledge in a real-world investment environment. Working closely with experienced professionals, the intern will gain hands-on experience in financial data management, reporting automation, and investment systems support. Your role and impact Here's a glimpse of your responsibilities and the meaningful impact you'll create as the Investment Operations Intern: Data & Reporting Support * Assist in maintaining and validating investment data used across reports and systems. * Help identify, prioritize and systemize incoming payment data. * Support investment data workflow and processes. Process Improvement & Automation * Contribute to process improvement initiatives by identifying ways to streamline manual tasks. * Assist in building or testing automated tools using Excel (formulas, pivot tables, macros) or Python (if applicable). * Support data organization and file management to ensure efficiency and consistency. Systems & Team Collaboration * Gain exposure to investment systems such as Bloomberg and PAM for Investments. * Partner with team members to understand end-to-end investment operations and reporting workflows. * Participate in team meetings and assist with special projects as assigned. What's in it for you * Competitive pay: Fair compensation for your hard work. * Inclusion and Culture: A respectful environment that values unique contributions. * Flexible work options: Remote, hybrid, and onsite opportunities at various locations across the U.S. for better work-life integration. * Well-being focus: Programs to support a healthy balance between work and home life. * Community connections: Build strong relationships through virtual and in-person interactions, with resources for your growth. Qualifications What sets you up for success * Currently pursuing a Bachelor's degree in Finance, Accounting, Business Analytics, Economics, or a related field. * Strong analytical and problem-solving skills with attention to detail. * Proficiency in Microsoft Excel; familiarity with Python, SQL, AI tools or data visualization tools is a plus. * Excellent communication and organizational skills. * Self-motivated with curiosity to learn about investments, data, and process improvement. * Able to commit to a full-time or part-time schedule (flexible around academic commitments). Please note: This internship opportunity is for immediate placement. We are seeking candidates who are currently available to begin work upon selection.

Responsibilities

The Investment Operations Intern will assist in maintaining and validating investment data, support investment data workflows, and contribute to process improvement initiatives. The role involves gaining hands-on experience in financial data management and reporting automation.