Investment Operations Intern

Posted 7 Days Ago
Be an Early Applicant
Cincinnati, OH
In-Office
Internship
Insurance
The Role
The Investment Operations Intern will assist in data management, reporting, process improvement, and collaboration with the investments team, while acquiring hands-on experience in financial operations.
Summary Generated by Built In
Job Summary & Responsibilities

The Investment Operations Intern will support the Investments team in enhancing data accuracy, reporting, and process efficiency. This role is ideal for a student pursuing a degree in finance, accounting, data analytics, or a related field who is eager to apply classroom knowledge in a real-world investment environment. Working closely with experienced professionals, the intern will gain hands-on experience in financial data management, reporting automation, and investment systems support.

Your role and impact

Here's a glimpse of your responsibilities and the meaningful impact you'll create as the Investment Operations Intern:

Data & Reporting Support

  • Assist in maintaining and validating investment data used across reports and systems.
  • Help identify, prioritize and systemize incoming payment data.
  • Support investment data workflow and processes.

Process Improvement & Automation

  • Contribute to process improvement initiatives by identifying ways to streamline manual tasks.
  • Assist in building or testing automated tools using Excel (formulas, pivot tables, macros) or Python (if applicable).
  • Support data organization and file management to ensure efficiency and consistency.

Systems & Team Collaboration

  • Gain exposure to investment systems such as Bloomberg and PAM for Investments.
  • Partner with team members to understand end-to-end investment operations and reporting workflows.
  • Participate in team meetings and assist with special projects as assigned.

 

What's in it for you

  • Competitive pay: Fair compensation for your hard work.
  • Inclusion and Culture: A respectful environment that values unique contributions.
  • Flexible work options: Remote, hybrid, and onsite opportunities at various locations across the U.S. for better work-life integration.
  • Well-being focus: Programs to support a healthy balance between work and home life.
  • Community connections: Build strong relationships through virtual and in-person interactions, with resources for your growth.
Preferred Qualifications

What sets you up for success

  • Currently pursuing a Bachelor's degree in Finance, Accounting, Business Analytics, Economics, or a related field.
  • Strong analytical and problem-solving skills with attention to detail.
  • Proficiency in Microsoft Excel; familiarity with Python, SQL, AI tools or data visualization tools is a plus.
  • Excellent communication and organizational skills.
  • Self-motivated with curiosity to learn about investments, data, and process improvement.
  • Able to commit to a full-time or part-time schedule (flexible around academic commitments).

Please note: This internship opportunity is for immediate placement. We are seeking candidates who are currently available to begin work upon selection.

Top Skills

Excel
Python
SQL
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The Company
HQ: Edina, MN
113 Employees
Year Founded: 2015

What We Do

Constellation® is a growing portfolio of medical professional liability insurance and partner companies including MMIC, UMIA, Arkansas Mutual and MMIC RRG. We were formed in response to the ever-changing realities of health care and dedicated to reducing risk and supporting physicians and care teams, thereby improving business results. We help medical professionals attain their dream to help, heal, and serve.

Our strategy is based on the fundamental belief that together we are stronger, that by sharing resources and expertise, we can help physicians, health care teams and health care institutions reduce risk, improve care and increase profitability. The best part is, what we do is good for everybody. This is how we arrived at our brand strategy, ”Together for the common good.” By working together, we all become part of something bigger than ourselves."​

Our insurance protects something we can all get behind:
Your commitment to provide the very best in care

For decades we have been backing the great work of physicians, clinics, hospitals, health systems and senior living communities throughout the country.

And, we're mutual—our policyholders are owners, and their influence and expertise help guide the decisions that have made us financially strong for more than three decades.

And, our policies come with brainpower—our responsive team is here to answer your questions, help you manage unanticipated situations, and keep you current in the ever-changing health care industry.

We offer webinars, assessments and events, plus data analytics and action plans—all designed to help you minimize your risks and improve patient safety practices, using data-informed, customized action plans.

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