Investment Specialist responsible for processing investment transactions at Canada Life, ensuring accuracy and compliance with service level agreements. Engages with advisors for required information and utilizes internal systems effectively.
About the role
- Intern assisting with portfolio management and reporting functions within Aflac Global Investments. Gaining hands-on experience in financial analysis, investment reporting, and data automation over a 10-week program.
Responsibilities
- Support portfolio reporting and financial analysis by assisting with the preparation, consolidation, and validation of investment data across asset classes, with a focus on fixed income.
- Assist in the development and enhancement of automated reporting processes, helping streamline recurring reports used for internal investment reviews and committees.
- Prepare and organize materials, metrics, and supporting data for internal investment committee presentations, including asset class activity, purchases, and sales.
- Partner with team members to help maintain data accuracy, improve reporting workflows, and document business processes related to portfolio analytics.
Requirements
- Interest in asset management, investments, or financial analysis.
- Proficiency in Excel; familiarity with data and reporting tools such as Power BI, Alteryx, or similar platforms is a plus.
- Exposure to SQL and/or Python for data analysis or automation is preferred but not required.
- Strong attention to detail, organization, and ability to work with large datasets.
- 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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