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Accounting & Finance (Investment Accounting) Intern

EquiTrust
Chicago, IL Intern
POSTED ON 3/12/2025 CLOSED ON 4/15/2025

What are the responsibilities and job description for the Accounting & Finance (Investment Accounting) Intern position at EquiTrust?

Posting Title: Accounting & Finance (Investment Accounting) Intern
Location: Chicago, IL (Mostly On-Site)
Employment Type: Full-time
Salary Range: $20.00-$25.00 per hour

About Us:
EquiTrust Life Insurance Company is a national carrier of competitive, client-friendly annuity products sold through a variety of distribution channels, including more than 20,000 independent agents and independent marketing organizations (IMOs). Since 2003, we have provided exceptional customer service to our clients by operating with integrity and passion. Our efforts are supported by a dedicated workforce who execute their responsibilities through teamwork and an entrepreneurial spirit. EquiTrust sells products nationwide and is headquartered in Chicago, Illinois, with operations in West Des Moines, Iowa.

How You’ll Contribute:

The EquiTrust Internship Program provides students with a paid summer opportunity to gain real-world experience while contributing to meaningful projects that support the organization’s goals. Interns will apply their academic knowledge in a professional setting, working closely with experienced professionals and participating in day-to-day operations. Throughout the program, they will collaborate across departments, enhancing their teamwork, communication, and problem-solving skills while developing industry-specific expertise. A key component of the internship is the capstone project, which allows interns to showcase their work and insights gained from their experience. Their contributions will help streamline processes, improve efficiency, and drive meaningful results aligned with EquiTrust’s mission and values. This program offers a valuable chance to build a professional network and gain practical skills that will support future career success.

As an Accounting & Finance (Investment Accounting) Intern, you will assist in reconciling and analyzing investment accounting data, supporting the monthly and quarterly investment accounting close, and conducting routine checks to ensure data consistency. This role will work closely with the Investment Accounting team to contribute to the overall accuracy and efficiency of financial reporting. We are looking for candidates who are passionate about accounting and finance, possess strong analytical skills, and are eager to learn in a professional environment.

What You’ll Do:

  • Assist in reconciling and analyzing investment accounting data within our investment accounting system and data warehouse.
  • Support the monthly and quarterly investment accounting close processes to ensure accuracy and timely reporting.
  • Conduct routine checks from multiple sources to ensure data consistency and accuracy.
  • Research and resolve discrepancies and anomalies in the investment data.
  • Collaborate with team members to enhance reporting processes and ensure data integrity.
  • Participate actively in department objectives and contribute to a positive and inclusive work environment.

What You'll Bring:

Education:

  • Currently enrolled as a rising junior or senior in a bachelor’s degree program at an accredited university, preferably in Accounting, Finance, or a related field.

Experience:

  • Proficiency in Excel required.

Knowledge, Skills, and Abilities: 

  • Strong written and verbal communication skills.
  • Critical thinking and problem-solving abilities.
  • Initiative and a willingness to learn in a professional environment.
  • Effective time management and prioritization skills.
  • Collaborative mindset with the ability to work well with others.
  • Attention to detail and accuracy in completing tasks.
  • Receptiveness to feedback and commitment to continuous improvement.

Physical Requirements:

  • Primarily a seated, computer-based role with occasional walking and standing.
  • Minimal lifting or physical strain required.

Where You’ll Work:

  • Location: Chicago, Illinois
  • Work Arrangements: Mostly On-Site
  • Travel Requirements: None required

Compensation and Pay Philosophy:
The pay range for this role is $20.00-$25.00 per hour. This reflects the expected compensation for the position at the time of posting. The final offer will be based on factors such as the candidate’s experience, qualifications, geographic location, and internal equity, and may be higher or lower than the posted range. The pay range is subject to change in the future in accordance with applicable laws. EquiTrust is committed to fair and competitive compensation that considers individual and organizational needs.   

EquiTrust is an Equal Opportunity Employer and participates in the U.S. Federal E-Verify program. Applicants have rights under federal and state employment laws. To learn more, visit EquiTrust Careers.  

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Salary : $20 - $25

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