Internship - Investment Operations

Security Benefit is looking for an intern to join our Investment Operations Team.  SB associates are working a hybrid schedule with both remote and on-site work.  This position will work in our Des Moines, Iowa office. 

Who Are We?

Through a combination of product innovation, exceptional investment management, and a unique distribution strategy, Security Benefit has become a leader in the U.S. retirement industry. For more than five decades, we’ve focused our expertise solely on this market, providing a broad suite of annuities and mutual fund programs to help customers from coast to coast align their assets with their aspirations.

What Does the Job Look Like?
The Investment Operations Intern will contribute to the lifecycle support of investment activities by engaging in comprehensive operational processes and analysis. This internship provides exposure across critical areas such as Trade Operations, Portfolio Administration, Asset Servicing, Data Management, Performance, Valuation and Investment Reporting. Interns will develop practical skills in data analysis, financial reporting, and cross-functional collaboration.

Primary Responsibilities:

• Assist with the execution of daily processes across various investment operations areas, including trade settlements, portfolio reconciliations, performance and valuation calculations and reporting tasks.
• Support strategic department projects, contributing through requirement gathering, testing, validation, and change management.
• Participate in monitoring and resolving trade discrepancies and reconciliation breaks, ensuring timely resolution in coordination with internal and external stakeholders.
• Prepare and analyze data for investment reporting, ensuring accuracy and adherence to standards.
• Work with internal teams to address operational inefficiencies and propose process enhancements.
• Collaborate with the investment management and asset servicing teams to support data validation, transaction processing, and reporting activities.
• Support the preparation of final presentations summarizing key takeaways for senior management and the investment operations team.

Who Are You?

Students eligible for the internship will be current, full-time students available to work full-time during the summer. Options for Spring or Fall semester work schedules are available. 

• Full-time college student pursuing degree in Finance, Economics, Business or related field
• Entrepreneurial, resourceful, self-starter type who demonstrates high levels of integrity and accountability while passionate about problem solving.
• Intellectually curious, possessing a strong desire to understand complex transactions and situations in a dynamic environment
• Ability to manage numerous requests and tasks on a daily basis and track/respond to requests in a timely manner while displaying high intellectual curiosity and innovation to continuously expand knowledge base

• Displays teamwork orientation and highly collaborative while building strong relationships with internal and external colleagues
• Ability to analyze financial documentation, develop procedures and communicate detail in both verbal and written form

• Basic understanding of financial markets
• Proficient expertise in quantitative, analytical, modeling and financial analysis skills
• Strong written and verbal communication skills, including the ability to work well with people at all levels of the organization and develop/maintain external relationships
• Robust skills in Microsoft Excel and PowerPoint, with proficiency in other Microsoft Office applications

What Can Security Benefit Offer You?

Security Benefit offers a competitive compensation package tailored for interns. As part of our internship program, you'll have access to valuable benefits such as:

• Hands-on Experience

• Skill Development
• Networking Opportunities
• Resume Enhancement
• Exploration of Career Paths
• Personal and Professional Growth
• Industry Insights
• Holiday Pay

Consider joining our progressive team in our nationally recognized company. Visit the career section of our website at www.securitybenefit.com/careers to apply and submit your resume. EOE