Investment Intern - Beneficial Financial Group

BENEFICIAL FINANCIAL GROUP
JOB DESCRIPTION
Investment Intern
Department: Investments
Grade Level: NA
E/NE: Non-Exempt
Reports To: Portfolio Manager
Job Code: Intern
Location: Salt Lake City, UT
Job Summary: Under the direction of the Portfolio Manager the Intern will provide qualitative and quantitative analysis of
fixed income securities, assist with producing various reports, and complete special projects in support of the Investment and
Risk Management Teams. The Intern will work Monday to Friday between the hours of 6:30am-3:30pm. The 16-week
Internship will begin in September.
Primary Expectations/Responsibilities
1. Analyzes and reports on corporate bonds, asset backed securities, and residential mortgage-backed securities.
2. Analyzes and presents financial and economic variables associated with fixed income issuers.
3. Using standard industry tools, research, and analytic tools, creates cash flow and valuation models of current portfolio
holdings.
4. Actively seeks to improve and enhance investment selection and monitoring processes.
5. Provides accurate and timely deal/sector/macro research to support the decision-making process of the investment
team.
6. Performs other assignments as requested and proactively identifies value adding projects and initiatives.
7. Maintains professional attitude, behavior, and interaction with colleagues.
8. Shows intellectual curiosity about and enthusiasm for investment markets.
9. Demonstrates the ability to think accurately and critically in analytical settings.
10. Effectively communicates, deals well with uncertainty, exhibits desire to function as a team member, demonstrates
attention to detail, and is accurate across all areas of responsibility.
Competencies/Skills
Preferred Skills
Key Competencies
Competencies
Excellent quantitative skills
Learning on the Fly
Functional/Technical Skills
Innovation Management
MS Word/Excel/Power Point
Dealing with Ambiguity
Conflict Management
Problem Solving
Macro programming (Excel VBA)
Quality Decision-Making
Creativity
Perspective
Superior oral/written communication Intellectual Horsepower
Integrity and Trust
Ability to Stand Alone
Will learn to use some of the
Time Management
Technical Learning
Strategic Agility
following:
Negotiating
Ethics and Values
Drive for Results
Bloomberg
Self-Development
PolyPaths
Timely Decision-Making
Other investment analytic systems
Action Orientation
Education and/or Experience
A degree or declared major in Business, Finance, Economics, Accounting, Math, Statistics, or similar quantitatively-oriented
major. Ability to analyze fixed income securities. Current or prior enrollment in a Beneficial’s on-campus investment
internship is a plus. Good working knowledge of computer systems (such as VBA programming) and software (Bloomberg
and other investment software/databases) is a plus. Progress towards achieving the Chartered Financial Analyst (CFA)
designation is a plus. Knowledge of and interest in the capital markets.
How to Apply
Send Resume to:
[email protected]

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