Retirement Investment Team Intern

RETIR012868_1

Who We Are

NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

This is a hybrid position with in-office flexibility 2-3 days a week.

Summary: This is a full-time position for the summer months, working with NFP’s Chief Investment Officer and other members of the national investment committee. The intern will build relationships with the investment management company contacts and other internal and external resources. The position requires day to day work on investment research, analysis, verbal communication with advisors in the field as well as electronic and other written communications. The intern will be responsible to complete a project at the direction of their supervisor and present their findings at the end of the program.

This is a hybrid position with in-office flexibility a few days a week.

Essential Duties & Responsibilities

• Assist investment team with data gathering and tracking on retirement income products
• Establish an understanding of capital markets and asset allocation building blocks
• Aid with investment quarterly updates and projects
• Eagerness to learn about retirement investments and provide input where needed
• Support investment team for on-going and proactive due diligence on investment managers
  
  
  

Knowledge, Skills, And/or Abilities

• Ability to express ideas clearly in both written and verbal communications
• Strong working knowledge of Microsoft office products, especially Microsoft Excel
• Ability to work both independently and in a team environment with a positive attitude, proactive mindset, and entrepreneurial spirit
• Ability to communicate and interface effectively with Investment professionals, Executive Staff, and Human Resources professionals
• Exceptional attention to detail and time management skills
• Ability to work on multiple projects concurrently and prioritize
• Inquisitive by nature
• Pursuing degree in Business, Economics or Finance (preferred)
  
  
  

Education And/or Experience

• Rising senior of a four-year university preferred
• Demonstrated leadership experience in college, community, internship, or co-op experience
• Knowledge of Microsoft Outlook, Excel, PowerPoint, and Word
• Interest in Investment Advisor and/or Financial Services Industry
  
  
  

Physical Demand: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close vision and distance vision.

The base hourly range for this position is $18.00 – $22.00. The base pay rate offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base pay offered will be determined on a case-by-case basis. In addition to the base pay, this position may be eligible for performance-based incentives.

NFP and You... Better together!

NFP is an inclusive Equal Employment Opportunity employer.