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This internship will help the team in variety of ways that may include assisting with the maintenance and improvement of our IT infrastructure, supporting the smooth operation of our systems, and/or assisting with various IT projects. This internship offers a unique opportunity to gain hands-on experience in various aspects of information technology within a leading financial services and life insurance company. This internship works with supervision, partnering with their manager as needed and updating their Manager on a regular basis. Specific responsibilities associated with this position include: Information Security:- Provides support to business and IT teams on security consulting and information security projects. Assists in security and risk assessments of W&SFG systems,...
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The investment operations intern will work closely with the operations team to conduct research, capture data, and uphold processes critical to ongoing firm operations.
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The Private Equity Investment Intern is a member of the Private Equity investment team whose main responsibilities include supporting the investment team in sourcing, executing and monitoring private equity investments. The Private Equity Investment Intern supports due diligence on both primary fund commitments, structured secondary transactions and single asset co-investments. This due diligence process includes on-site meetings and company level due diligence, market/industry research and competitive positioning, CEO, management team and customer referencing, performance benchmarking, bottoms-up financial modeling, and key transaction negotiations and legal considerations. The Private Equity Investment Intern is responsible for summarizing key due diligence findings and updating the...
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As an intern with Fort Washington's equity and fixed income teams, the intern will work directly with at least one senior analyst or portfolio manager (PM), to gain experience working with one of Ohio's largest institutional investors.
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This internship will help the team in variety of ways that may include assisting with the maintenance and improvement of our IT infrastructure, supporting the smooth operation of our systems, and/or assisting with various IT projects. This internship offers a unique opportunity to gain hands-on experience in various aspects of information technology within a leading financial services and life insurance company. This internship works with supervision, partnering with their manager as needed and updating their Manager on a regular basis. Specific responsibilities associated with this position include: Information Security:- Provides support to business and IT teams on security consulting and information security projects. Assists in security and risk assessments of W&SFG systems,...
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The Manager, Private Equity Operations, is responsible for all daily operational aspects of the Private Equity business line, including reporting, fund administration and operational functions. Reporting and fund administration responsibilities include reviewing the quarterly report production process, monitoring and managing fund cash needs, and implementing processes necessary to launch new funds, create new products and grow the private equity business. Operational responsibilities include ensuring timely processing of all capital calls and distributions made by the funds' underlying investments as well as those by the funds to their limited partners. Oversees all reconciliations between Private and the underlying funds. Calculates and reviews net of fee IRR calculation and public...
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This internship will help the team in variety of ways that may include assisting with the maintenance and improvement of our IT infrastructure, supporting the smooth operation of our systems, and/or assisting with various IT projects. This internship offers a unique opportunity to gain hands-on experience in various aspects of information technology within a leading financial services and life insurance company. This internship works with supervision, partnering with their manager as needed and updating their Manager on a regular basis. Specific responsibilities associated with this position include: Information Security:- Provides support to business and IT teams on security consulting and information security projects. Assists in security and risk assessments of W&SFG systems,...
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Perform various reconciliations functions, such as general ledger accounts and security positions. Investigate and resolve recon differences. Makes contact with other departments as part of investigation, and updates the investment system when necessary. Maintain and reconcile the records for mutual fund investments. Prepare various monthly reports. Assist in the preparation of investment schedules for quarterly and annual statutory filings. Works with some supervision and is responsible to make a minimal range of decisions, escalating to manager when appropriate and updating manager on a regular basis.
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The Digital Analytics Specialist Intern supports the Digital team by helping collect, clean, organize, analyze, visualize and communicate data across W&SFG’s websites, portals, and marketing channels activity. This internship is designed for a college junior or senior with foundational analytics coursework. The intern will assist with reporting, dashboard maintenance, KPI tracking, website/portal performance analysis, customer behavior analysis, and documentation of repeatable analytics processes. A core focus is learning how to responsibly integrate approved generative AI tools into analytics work to improve automation, efficiency, first-draft analysis, documentation and translate data into business-friendly...
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The Intern assists in performing Internal audit activities including reviews of financial, systems, operational and management controls, as well as special consulting projects, throughout the Western & Southern Financial Group and its subsidiaries. The Intern also provides assistance to external and regulatory auditors, maintaining effective working relationships with operating management.
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The sales internship provides a hands-on experience with various assignments within the Enterprise Engagement Center (EEC), including internal sales, data, research, and technology. Responsibilities include working in our CRM, campaign tracking, technology testing, and working with our sales team on lead generation. In addition, the intern will receive training in sales, product development, and other areas of the Enterprise Engagement Center. Finally, as a part of Western & Southern Financial Group, the intern will participate in virtual and on-campus internship activities, which will help them develop their skills and network across the enterprise.
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The internship will be a project-oriented experience. The intern will be assigned various projects during their internship, including analysis, investment research, and data retention / management. These assignments will provide the opportunity to broaden knowledge of the real estate equity and mortgage loan investment business and to demonstrate quantitative reasoning skills. The associate will have the chance to work with successful real estate professionals with visibility of senior management.
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The VP, Senior Relationship Manager (VP, RM) is responsible for the strategic development, implementation, and maintenance of a comprehensive relationship management program for the largest and most complex base of Fort Washington Institutional clients and their corresponding consultants. The VP, RM builds and maintains executive-level relationships with CIOs, investment committees, and board members in order to retain business and grow third-party revenue through cross-selling of all Fort Washington investment strategies. The VP, RM is also responsible for investment product sales with our Institutional (traditional) and Private Equity strategies within an assigned channel or territory. The position is responsible for growing third-party assets by proactively sourcing and pursuing new...
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The sales internship includes a hands-on experience with various assignments within Touchstone Investments that includes internal sales, marketing, data, research and technology. Responsibilities include working in our CRM, campaign tracking, technology testing, and competitive data analysis, and working within our institutional team on lead generation. In addition, this associate will receive training in sales and marketing distribution, product development and other areas of the Touchstone Fund Family. Finally, as a part of Western & Southern Financial Group, this associate will be involved in larger internship activities, both virtual and on campus, to help them develop their skills and network across the Western & Southern enterprise.
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The internship will be a hands-on experience. The intern will be assigned properties to post journal entries, analyze the financial statements, and publish the monthly financial statements. The intern will also be working on accounting related projects as needed. These assignments will include assisting with calculating performance returns for the investment real estate portfolio and working on a variety of tasks in the mortgage loan accounting system. These assignments will provide the opportunity to broaden the knowledge of accounting relative to both real estate investments and mortgage loans.
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Participates in the final assembly of printed material to produce a quality product that meets our customers' demands and time frame. Performs graphic arts finishing and binding operations on printed materials produced in the printing and copying areas. Makes necessary adjustments and minor repairs to bindery equipment. Works with some supervision and makes a minimal range of decisions, escalates to management when appropriate and updates manager or assistant manager on a regular basis.
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Works directly with the Western & Southern Financial Group Talent Acquisition and Talent Development teams to support various daily duties and project work. This would include assisting with Campus Recruiting phone and in-person interviews, attending career fairs, scheduling events and other various talent acquisition projects. Additionally, this intern would assist with developing and designing online training, knowledge transfer projects, creating standard operating procedures, and various other talent development communications and projects.
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The Corporate Finance Intern will assist in various corporate financial and IT-related tasks including financial reporting and analysis, planning, forecasting, and IT financial management. The intern will gain exposure to financial reporting, IT cost management, and the financial impacts of IT investments within the organization. This role involves working closely with the Corporate Finance team, providing valuable insights and supporting the decision-making process.
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Processes incoming premium payments and reviews payment discrepancies including items rejected by policyholder's financial institutions. Processes ACH transactions (Automated Clearing House), credit card, and loan payments and responds to other inquiries related to these categories. Responds to inquiries relating to Accounting Category Work, i.e., Billing, Group Billing, etc. Responses are typically made in writing. At times telephone responses are necessary depending on the urgency of the inquiry.
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A Brief Overview
Produces or modifies computer programs of all sizes and complexity. Solves systems and program problems. Recommends courses of action on new application jobs, while considering the total system spectrum, from source document origination to final systems output and handling. Handles extensive research, analysis, definition and documentation on all facets of the job. Recommends the appropriate hardware solution for the application. Provides mentoring support for less experienced programming staff. Works with minimal supervision and is responsible for making an established range of decisions, escalating to Manager when necessary and updating Manager on a regular basis.