What are the responsibilities and job description for the Asset Management position at NaviQuest?
Employment Type: Internship
Start Date: Fall
Department: Finance & Accounting
Overview:
Asset Management Group Undergraduate Intern
As our Intern, you will participate in a "best-in-class" internship program. During this 10-week
program you will have the opportunity to gain exposure to a specific line of business, expand the
tools you need to launch your career, and complement your education with real-world job
experience.
● Private Bank track: Private Bank offers a complete range of solutions and strategies for
individuals and families with significant assets. Advisors in the Private Bank are
responsible for developing client solutions and strategies, including lending, investment
management, estate/retirement planning and trust administration. The Private Bank
takes a team approach to servicing clients. The team of advisors includes Banking
Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship
Strategist.
● Institutional Asset Management (IAM) track: For over 75 years, The company’s
Institutional Asset Management has been managing investment portfolios, providing
sound advice as an Outsourced Chief Investment Officer (OCIO), Fixed Income
manager and Defined Contribution and Defined Benefit Retirement Solutions. IAM is a
leading relationship-based provider of OCIO, advisory and retirement services to
corporations, nonprofits, governments, and other institutional investors. IAM’s regionally
based service teams provide our clients with local touchpoints that deliver customized
solutions to help achieve their mission and grow their organizations. Our team of
advisors includes Business Development Officers, Investment Advisors, Relationship
Managers, Portfolio Management & Analytics and Retirement Plan Advisors.
Qualifications:
● Working toward bachelor’s degree, Preferred business relevant majors (e.g., Finance,
Accounting, IT, Economics, Marketing, Math, Statistics, HR, Management,
Communications, Business Law, Psychology, Logistics, Engineering, Actuarial
Sciences), junior status,
● Minimum GPA 3.2
● Successful candidates must demonstrate appropriate knowledge, skills, and abilities for
a role. Listed below are skills, competencies, work experience, education, and required
certifications/licensures needed to be successful in this position.
● Roles at this level are filled by recent university / college graduates with little or no
professional experience, but possessing relevant skills. Includes individuals joining the
organization through a Corporate development/ training program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Compensation:
The compensation for the position is $18 - $35 Hourly
About us:
We are an HR consultancy firm, and we help candidates match with the potential roles by using
an Artificial Intelligence System which is free of cost. Our approach to matchmaking utilizes
several different formats throughout the course of the recruiting process. In addition to speaking
with our recruiters and client-serving professionals, we also leverage the use of the Artificial
Intelligence System to help you understand your strengths and strategize your career ahead.
We can let you know better once you submit your resume.
Start Date: Fall
Department: Finance & Accounting
Overview:
Asset Management Group Undergraduate Intern
As our Intern, you will participate in a "best-in-class" internship program. During this 10-week
program you will have the opportunity to gain exposure to a specific line of business, expand the
tools you need to launch your career, and complement your education with real-world job
experience.
● Private Bank track: Private Bank offers a complete range of solutions and strategies for
individuals and families with significant assets. Advisors in the Private Bank are
responsible for developing client solutions and strategies, including lending, investment
management, estate/retirement planning and trust administration. The Private Bank
takes a team approach to servicing clients. The team of advisors includes Banking
Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship
Strategist.
● Institutional Asset Management (IAM) track: For over 75 years, The company’s
Institutional Asset Management has been managing investment portfolios, providing
sound advice as an Outsourced Chief Investment Officer (OCIO), Fixed Income
manager and Defined Contribution and Defined Benefit Retirement Solutions. IAM is a
leading relationship-based provider of OCIO, advisory and retirement services to
corporations, nonprofits, governments, and other institutional investors. IAM’s regionally
based service teams provide our clients with local touchpoints that deliver customized
solutions to help achieve their mission and grow their organizations. Our team of
advisors includes Business Development Officers, Investment Advisors, Relationship
Managers, Portfolio Management & Analytics and Retirement Plan Advisors.
Qualifications:
● Working toward bachelor’s degree, Preferred business relevant majors (e.g., Finance,
Accounting, IT, Economics, Marketing, Math, Statistics, HR, Management,
Communications, Business Law, Psychology, Logistics, Engineering, Actuarial
Sciences), junior status,
● Minimum GPA 3.2
● Successful candidates must demonstrate appropriate knowledge, skills, and abilities for
a role. Listed below are skills, competencies, work experience, education, and required
certifications/licensures needed to be successful in this position.
● Roles at this level are filled by recent university / college graduates with little or no
professional experience, but possessing relevant skills. Includes individuals joining the
organization through a Corporate development/ training program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Compensation:
The compensation for the position is $18 - $35 Hourly
About us:
We are an HR consultancy firm, and we help candidates match with the potential roles by using
an Artificial Intelligence System which is free of cost. Our approach to matchmaking utilizes
several different formats throughout the course of the recruiting process. In addition to speaking
with our recruiters and client-serving professionals, we also leverage the use of the Artificial
Intelligence System to help you understand your strengths and strategize your career ahead.
We can let you know better once you submit your resume.
Salary : $18 - $35
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