Client financial services agent assisting member needs via personalized support and service. Promote investment and financing products while ensuring client satisfaction and business relationship management.
About the role
- Intern responsible for assisting in investment compliance within Aflac Global Investments. Gain exposure to compliance technologies and learn about insurance asset management.
Responsibilities
- Monitor and recommend appropriate controls to cover non-programmable guideline restrictions on a timely basis
- Provide research on investment compliance related issues
- Review, interpret and summarize investment guidelines for new mandates
- Work closely with Aflac US and Japan Operations, Risk and Legal teams to develop and support control functions and exception reporting
- Ensure that identified errors, improper conduct, compliance exceptions to regulatory or policy requirements receive appropriate corrective action
- Interact collegially and professionally with other members of the investment compliance and legal groups as well as other departments such as Trading, Credit, Portfolio, External Management, Enterprise-Wide Risk Management, Accounting, Actuarial, Tax, IT, HR, etc.
- Participate in company /department wide meetings throughout the summer
- Written and verbal presentations to assorted stakeholders
Requirements
- GPA of 3.0 or above preferred
- Excellent analytical, quantitative, and problem solving skills
- Strong verbal and written communication skills
- Demonstrated leadership, interpersonal, and relationship management skills
- Basic understanding of financial statements
- Intermediate to advanced proficiency with MS Office, with an emphasis on Excel and PowerPoint
- All candidates must have eligibility to work permanently in the U.S. and must be physically located in the continental U.S. for the duration of internship.
Benefits
- A housing stipend will be provided for non-local candidates
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