Full Job Description
This is a unique opportunity to join a small and growing investment team with $39.6 billion in assets under management as a summer intern. Security Benefit is a leader in the U.S. retirement market whose investment portfolio has consistently delivered industry leading returns through a rigorous and differentiated investment strategy. The team’s responsibilities will be focused on managing Security Benefit’s investment portfolio which today includes credit, commercial real estate, private ABS and private equity. Internships are located in our Topeka, Kansas office and New York office.
Financial Analysis and Investment Due Diligence: Conduct financial analysis and overall due diligence on existing and new potential investments to understand business performance, operating trends, operating and financial forecasts, industry dynamics and assessing the overall risk of an investment. This includes preparing financial models, investment memoranda, and other necessary business analyses.
Investment Origination: Assist investment team in originating investments suitable to Security Benefit’s risk and return objectives.
Portfolio Management: Assist investment team with active management of Security Benefit’s investment portfolio which includes trading, pricing, audit/finance/investment operation requests, legal documentation and regulatory matters.
Reporting: Responsible for ad hoc and periodic reporting on portfolios of assets and specific investments.
Relationship Management: Form and maintain business relationships by interfacing with borrowers and other sources of origination.
Students eligible for the internship will be current, fulltime students available to work full-time during the 2020 summer.
Full-time college student pursuing degree in Finance, Economics, Business or related field
Ideal candidate will be well organized, independent, entrepreneurial, assertive, self-motivated, detail oriented and able to work in a fast-paced environment on multiple projects
Ideal candidate will be intellectually curious, possessing a strong desire to understand complex transactions and situations in a dynamic environment
Hard-working with a team-oriented approach
Basic understanding of financial markets
Proficient expertise in quantitative, analytical, modeling and financial analysis skills
Strong written and verbal communication skills, including the ability to work well with people at all levels of the organization and develop/maintain external relationships
Robust skills in Microsoft Excel and PowerPoint, with proficiency in other Microsoft Office applications
Consider joining our progressive team in our nationally recognized company. Apply online at securitybenefit.com/careers and submit your resume. EOE
Some college or better in Business or related field
Some college or better in Economics or related field
Some college or better in Finance or related field