Investments Intern

Employer
Ronald Blue Trust
Location
Alpharetta, Georgia
Salary
Paid
Closing date
Dec 6, 2021

View more

Job Role
Financial Planner
Employment Type
Full Time
Level
Internship
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Job Details

This position is located in the National Office which is located at:  1125 Sanctuary Parkway, Suite 500, Alpharetta, GA 30009

The Ronald Blue Trust internship is a nationwide, 8-week summer program that begins on June 6th, 2022. This program immerses college students in the financial services industry and our unique culture. It is designed to give students the opportunity to take what they are learning in the classroom and apply it to a professional work setting.

 

This position is designed for students entering their junior or senior year of an undergraduate program or enrolled in a master’s program who desire to gain supervised practical experience in financial planning. 

 

The application window will close on Friday, November 12th.

 

Principal Accountabilities:

 

  • Manage due diligence initiatives including full strategy review
  • Perform investment, economic, and market research for modeling including factor studies
  • Research and write internal blog posts on assigned topics from investments team
  • Review and update investment department company intranet pages
  • Assist in the development of presentations and reports as assigned
  • Observes operational and business to gain insight into the inner workings of the different functional areas within the department
  • Evaluate process efficiencies and offer suggestions to enhance systems and interactions with branches and/or team members
  • Seek ways, through intern role, to actively contribute to and participate in the work of the department
  • Approach work, interactions, and relationships in a manner consistent with the Company’s Core Values
  • Provide general support to the team which may include such things database entry and maintenance, document management, scanning, filing, or other tasks as needed/assigned
  • Maintains the highest Compliance standards by adhering to the company's Human Resources policies, Compliance policies and procedures, professional designation standards, and industry's regulatory standards to mitigate risk to the company

 

 

Qualifications:

 

  • Knowledge of the investment landscape
  • Basic theoretical and practical understanding of Company investment philosophy
  • Strong communication skills, both verbal and written
  • Aptitude and passion for learning new things quickly with a strong work ethic
  • Strong proficiency in Microsoft Office, including Word, Excel, and PowerPoint
  • Proven technical, analytical, and problem-solving skills
  • Ability to handle confidential information with professionalism and maturity
  • Desire to serve others with excellence
  • Capability to excel in a team environment
  • Good organizational skills, systems acumen, and attention to detail
  • Ability to prioritize and complete multiple time-sensitive tasks
  • Proactive planning and responsiveness to urgent need
  • Demonstrated maturity in interpersonal interactions as well as flexibility and adaptability to changing needs

Education, Experience and Skills:

 

  • Strong academic performance and at least one semester remaining in undergraduate or graduate program after completion of internship
  • Actively enrolled students in their junior or senior year in an undergraduate or master’s program is preferred
  • Local candidates are preferred

Company

With nationwide capabilities, Ronald Blue Trust provides wealth management strategies and trust services based on biblical principles to help clients make wise financial decisions, live generously, and leave a lasting legacy. With over $9.5 billion of assets under management and advisement and a network of 14 branch offices, we serve approximately 9,000 clients* in all 50 states through four distinct divisions and offer services across the wealth spectrum in these key areas: • Financial, retirement, and estate planning • Investment management and solutions • Charitable giving strategies • Personal trust and estate settlement services • Bill paying services • Family office services • Business consulting services • Institutional client services * As of 03/01/19 and subject to change.
Find Us
Telephone
770-280-6000
Location
1125 Sanctuary Parkway
Ste 500
Alpharetta
GA
30009
US

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