Summer Student - Insurance Solutions
Core
Support asset management sales and advisory efforts for insurance companies by conducting research, preparing client materials, and analyzing investment priorities.
Role type
Summer student (intern) in insurance asset management sales
Builds
Client presentations, market updates, and sales/advisory materials for insurance clients
Domain
Financial services / Asset management / Insurance
Deliverable
product features
Required skills
Research and analysis, Client relationship support, Presentation and material preparation, Investment strategy alignment, Cross-functional collaboration, Microsoft Office proficiency
Preferred skills
Finance or economics coursework, Prior internship experience, Knowledge of Fixed Income/Alternatives/Equities, Understanding of insurance portfolio investment
Technologies
Microsoft Excel, Microsoft PowerPoint
Responsibilities
Conduct client, industry, market, and competitor research; Assist with preparation of client presentations and meeting materials; Support analysis of prospective and existing insurance clients; Collaborate with colleagues across investments, client service, marketing, and operations
Seniority
Student / Intern