Offer summary

Qualifications:

Pursuing a bachelor's degree in business, finance, economics, or a related field., Proficient in Microsoft Office Suite or related software., Strong written and verbal communication skills for effective interaction., Detail-oriented, organized, and able to work autonomously..

Key responsabilities:

Conduct data integrity studies to identify inaccuracies in data.

Collaborate with the investment team to collect and correct data.

Assist in the creation of quarterly fact sheets for investment products.

Support various administrative tasks and ad hoc projects for the investments team.

Job description

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 75,000 households from our over 100 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

We are seeking an Investment Management Intern to join our team. This internship provides an exceptional opportunity for students to gain practical experience in investment management. The intern will work closely with the investment team to conduct data integrity studies, develop fact sheets, and support various administrative functions. Key takeaways from this role include developing a strong understanding of data analysis and integrity, enhancing research and reporting skills, and gaining hands-on experience in investment management processes. This position is ideal for students aspiring to build a career in investment management and financial analysis.

In the spirit of pay transparency, we are excited to share the hourly rate for this position is $20 per hour. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions

Data Integrity Study

Perform data integrity studies in various software to determine if data is inaccurate or outdated
Partner with Investment team and other department team members as needed to collect accurate, up-to-date information for data integrity study
Correct inaccurate or outdated information in various software
Use Microsoft Excel to track status of data integrity study
Present findings to Investments team and recommend an action plan to ensure data accuracy moving forward

Fact Sheet Creation

Support Portfolio Analyst team with creation of quarterly factsheets for WEAS-covered products.
Review Fact Sheet Creation process, identifying areas for operational improvement and efficiency.

Other Projects and Administrative Tasks

Re-format documents, spreadsheets, and presentations to align with new company branding guidelines and update information where applicable
Support the Investments team with ad hoc projects relating to report generation and administration
Miscellaneous preparation of documents, organizing files, preparation of meeting agendas and notes, email and phone communication, and use of technology
Provide support for other departmental functions as needed

Education/Qualifications

Preferably pursuing bachelor’s degree in business, finance, economics, or related field.
Preferably students between their junior and senior years.
Proficient with Microsoft Office Suite or related software.
Well-developed written and verbal communication skills with the ability to successfully interact with people at all levels of the organization.
Detail oriented, highly organized, problem solver, adaptable, and able to work autonomously.

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. Thus, the entire salary range for those who are classified as the Intern level is $34,309 to $52,983.

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Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. As an intern, you may participate in the following benefits & development opportunities:

Training and professional development
Wellness programs and resources
Worker's compensation

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

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