Western & Southern Financial Group

Investment and Product Strategy Intern (Touchstone Investments)

Investment Management
Touchstone Investments


Summary of Responsibilities:

The Touchstone investment and product strategy internship provides an introduction to critical elements of the asset management industry, generally, and Touchstone’s business, specifically. During this 8-10 week program, you will engage with, learn about and contribute to Touchstone’s asset manager research, global market strategy, product management and business consulting efforts. Further, as a part of Western & Southern Financial Group, you will be a part of broader internship activities both virtual and on campus which will help develop your skills and network across the enterprise.


Position Responsibilities:

Asset Manager Research

  • Participate in preparation and evaluation of a current or prospective manager of a Touchstone mutual fund. Duties may include: gathering current information regarding the sub-advisor and strategy, reviewing the information with assigned research analyst, participating in investment committee meetings, examining findings with the broader research team and/or presenting the findings at a staff meeting.

  • Depending on travel protocols and schedule, may include travel to sub-advisor offices for participation in on-site due diligence with the assigned analyst. May also participate in meetings of standing committees that are fundamental to the asset management industry such as the derivatives, liquidity, fund actions and pricing/valuation committees.

  • Gain experience with widely used investment tools like Bloomberg, Morningstar Direct, Style Analytics and eVestment Analytics.

  • Learn about Touchstone’s asset manager evaluation discipline and methods of collecting information like due diligence questionnaires and requests for information.

Global Market Strategy

Touchstone’s global market strategist publishes regular content presenting timely investment themes reflecting current macroeconomic, geopolitical and market events. You will be exposed to Touchstone proprietary market strategy as well as widely-used third party macro/markets research. Responsibilities will include:

  • Participating in preparation of Touchstone’s quarterly themes and related content, exposure to and/or participation in production of media (e.g., social media, video, podcast and/or website content) and/or conduct of research on a specific theme or event.

Product Management

Touchstone product management conducts market research and competitive analysis to establish the types of funds Touchstone offers, how to price the funds, how Touchstone’s offerings are differentiated and how to message features and benefits. May participate in:

  • Quarterly fund expense analysis.

  • Product Development Subcommittee (PDSC) Meetings examining potential new sub-advisors.

  • Preparation and participation in quarterly product management committee (PMC) meetings of all Touchstone functional areas.

  • Meetings of the Touchstone Funds’ board of trustees.

  • Updates to competitive analysis of Touchstone funds relative to noted competitor funds.

Business Consulting

Touchstone’s investment strategy specialist team conducts business consulting with financial professionals primarily focused on delivering value via practice management, portfolio construction and fund evaluation services.

  • You will be introduced to Touchstone’s proprietary practice analysis review and three lens fund evaluation and participate in interactions with financial professionals.

  • Responsibilities may also include involvement in weekly and quarterly updates to market and fund information used by Touchstone’s sales force.

Special Projects

Touchstone’s investment & product strategy team regularly conducts special projects to evaluate new tools, services and products to enhance the quality of Touchstone’s solutions and/or the insight provided within Touchstone and externally to Touchstone’s clients. Special projects will vary but will be reflective of the four areas above.


Selection Criteria:

  • Completed sophomore year of college.

  • Strong organizational skills.

  • Computer skills in MS Word & MS Excel.

  • Be a self-starter and able to work independently.

  • Be able to prioritize projects and meet deadlines.

Work Setting:

  • This position works in an office setting and remains in a continuous stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings. Position requires substantial movement of wrists, hands, and fingers for continuous computer work.

Educational Requirements:

  • Working toward Bachelor's degree.

  • Preferred - Completed at least two years of university coursework, including some upper-level finance or business courses.

Computer Skills and Knowledge of Hardware & Software Required:

  • Proficiency in word processing, spreadsheet and database applications.

Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.):

  • None required.

Position Demands:

  • Flexible, part-time to full-time position depending on department workload and candidate availability.

  • Regular weekly schedule required.


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