Early Career Intern - Institutional Sales (Retirement & Insurance)
Core
Support institutional sales initiatives, client analysis, and reporting for retirement and insurance products within the investment management sector.
Role type
Early career intern (institutional sales)
Builds
Tailored client materials, business plans, and performance reports for internal partners and external clients.
Domain
Financial services / Investment management / Retirement & Insurance
Deliverable
dashboards & analysis
Required skills
Analytical skills, Organizational skills, Problem-solving, Written communication, Verbal communication, Microsoft Office (Excel, PowerPoint, Word, Outlook), Salesforce CRM, Data quality management
Preferred skills
Curiosity about capital markets, Coachable mindset, Initiative, Entrepreneurial approach
Technologies
Fi360, BrightScope, Zephyr, Morningstar, Salesforce CRM
Responsibilities
Support recurring and ad hoc reporting needs, Assist with client and prospect analysis using third-party tools, Partner with colleagues to support marketing and sales initiatives, Help coordinate development and distribution of client materials, Support prospecting and relationship-development efforts, Complete administrative and data-quality tasks, Assist with business plan development and performance reporting, Contribute to summer projects focused on team effectiveness
Seniority
Intern, student cohort