Summer Intern- Personal Trust

JOB FUNCTION / SUMMARY:

The Trust and Asset Management Intern will participate in daily asset management operations as well as participating in various department initiatives and special projects. The Intern will perform asset management tasks to understand how decisions are made and the process of taking ideas and implementing them in client portfolios.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Provides support on activities related to the production of client presentations including data review, formatting, printing and binding as needed.

• Responsible for supporting Portfolio management system through assisting with any new account set ups as well as changes in models or strategies driven by our investment officers or outside managers.  Will also be responsible for reconciliation of various accounting systems and help trouble shoot on any discrepancies.

• Assists with overseeing investment performance by running various performance reports for portfolio managers and management team to provide explanation and documentation of performance exceptions and outliers.

• Performs general support to portfolio management staff on various projects.

• Proactively seeks knowledge and mentorship from leaders to develop a thorough understanding of products, services, business development programs/automated systems.

• Participates in meetings with management to learn about the company's objectives, processes, risks and controls.

• Participates in special projects or other assignments, as needed, to support the Trust and Asset Management department.

SUPERVISORY RESPONSIBILITIES:

None

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:

• Cumulative GPA of 3.0 or higher.

• Currently pursuing a Bachelor’s or Master’s degree; finance or economics preferred.

• Be a highly motivated self-starter who takes initiative.

• Demonstrates strong analytical and problem solving skills.

• Possesses critical thinking, communication and teamwork skills.

• Proficient in Microsoft office applications.

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

• Ability to travel if required to perform the essential job functions.

• Ability to work under stress and meet deadlines.

• Ability to operate related equipment to perform the essential job functions.

• Ability to read and interpret a document if required to perform the essential job functions.

• Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions.  If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.