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Provides administrative support to the Assistant Vice President (AVP), Benefits Operations. Maintains calendar, schedules appointments and governs time for AVP as needed. Expedites work through proper channels in the absence of AVP; maintains regular and follow-up files and confidential data. Independently prepares correspondence; maintains records and creates and maintains presentations, charts, graphs, spreadsheets and databases. Works with minimal supervision and is responsible for making an established range of decisions, escalating to the AVP when necessary and updating him/her on a regular basis.
Leverages technical skills along with understanding of business strategies, priorities and initiatives to provide actionable reports, dashboards, data analysis tools and CRM capabilities that empower business decision-makers and business users to gain insights and make strategic business decisions. Responsible for leading or participating in requirements, design, development, testing, training, and production support across these solutions. Serves as the subject matter expert for WSFGD and Touchstone data, reporting and CRM needs. Demonstrates an understanding of multiple databases, data flows and relationships across various sources. Builds collaborative relationships and communicates effectively with business and IT leaders, project team members and vendors to...
Provides Qualified Plans' support to field associates by providing product training, qualified plan consultation and case design. Assists the VP of Retirement Services in developing marketing ideas and coordinating rollout of ideas to the field. Responds to inquiries from new and existing clients, customers, financial advisors, employers and the Department of Labor, IRS and Pension Benefit Guarantee Corporation (PBGC). This includes researching legislative and qualification issues and making recommendations. Technical support extends to interpreting impact of legislative alerts.
The Credit Analyst (Investment Grade) is responsible for the ongoing analysis of BBB and higher rated securities of assigned sectors within Fort Washington's public and private corporate bond portfolios. Analysis will focus on both industry and company-specific fundamentals as well as relative value, risk positioning, and security-specific trade ideas that support the overall client mandate.
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 a moderate level of research, analysis, definition and documentation on all facets of the job. Works with some supervision and is responsible for making a moderate range of decisions, escalating to Manager when necessary and updating Manager on a regular basis.
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.
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...
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.
The website copywriting intern will be assigned various projects, which include drafting and editing compelling and engaging content for the W&SFG website as well as helping to improve the customer experience, increase website traffic, and ultimately, generate sales. The intern will work collaboratively with customer experience, user experience, search engine optimization and content team members. This individual will obtain direct exposure to Western & Southern Financial Group (W&SFG) management and be a key member of the M&DCOE team.
Handles various projects, which could include analytical analysis, operations, marketing, client service, compliance, business development, investment research and/or operational/database management-related matters. Has access to Western & Southern Financial Group (W&SFG) senior management. Generates and delivers a "final" PowerPoint presentation to senior management at the end of the internship period.
Evaluates and classifies life, accident and critical illness insurance applications. Reviews applications, medical exams, laboratory results and other underwriting information in order to identify low-risk applicants, and expedites the approval of those applications. Works with a mentor underwriter to establish appropriate underwriting actions to fully evaluate complex risks. Answers questions concerning application status and other inquiries on behalf of the underwriter. Verbally discusses cases with sales associates and applicants, which may involve explaining the reason the company took adverse action on an application and attempting to diminish any negative reaction by the applicant. Works with company physicians to develop a strong knowledge of human...
Directs vehicles entering and leaving the parking garage. Makes security rounds through building and reports issues to the manager/supervisor. Collects parking fees, checks for proper parking decals and cleans floors, offices and rest rooms. Works with some supervision and is responsible to make a minimal range of decisions, escalates to manager when appropriate and updates manager on a regular basis.
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.
The Columbus Life Insurance Company sales internship includes a hands-on experience with various assignments within Columbus Life that includes internal sales, marketing, data, research and technology. Responsibilities include working in our Salesforce customer relationship manager (CRM), competitive data analysis, running sales illustrations, and proactively following up on pending business. In addition, this associate will receive training in sales and marketing distribution, product development, and other areas within Columbus Life. 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 &...
Performs system and security program design, selection, acquisition, installation and maintenance for Western & Southern Financial Group's (W&SFG) LAN/Windows/UNIX systems. Designs, implements and maintains complex local and wide area networks of machines as well as necessary controls and procedures to cost-effectively protect Information Systems' assets. Manages infrastructure performance, maintenance, security and problem resolution. Administers and coordinates corporate email systems and/or other messaging systems. Participates in the research, planning, documentation, implementation, testing and maintenance of disaster recovery plans. May be required to provide direction and guidance on physical protection of Information Systems' assets. Works with minimal supervision and is...
We are seeking a high-impact Senior AI Developer who combines hands-on GenAI development expertise with deep curiosity and a strong focus on business outcomes. This role centers on building and evolving Retrieval-Augmented Generation (RAG) applications that integrate knowledge from documents, databases, and services to solve real problems across the enterprise. The ideal candidate will have full-stack development experience, with strong proficiency in Python, SQL, and React. Deep familiarity with LLM prompting best practices is expected. They are driven by an instinct to explore-constantly staying attuned to evolving capabilities such as Anthropic's Model Context Protocol (MCP), Gemini, or OpenAI's expanding toolsets and quickly translating that insight into tangible experiments and...
Applies technical skill sets and knowledge to develop and employ complete and accurate test plans for implementation of new products and/or system enhancements. Responsible for functional and interface testing deliverables of Enterprise systems. Works with minimal supervision and is responsible for making established range of decisions, escalating to Manager and updating Manager on a regular basis.
Initiates, develops and maintains annuity, investment and life insurance product sales offered through W&S Financial Group Distributors (W&SFGD) within assigned territory. Implements the approved business plan and budget. Progresses client through segmentation process from prospect to producer, resulting in sales results and retention. Works directly with bank investment program managers, program marketing/training staff, sales staff and producing agents and brokers on a daily basis. Develops in-depth product and industry knowledge as it relates to financial institutions and financial services industry. Demonstrates the attributes of a successful wholesaler, to include coachability and sound business ethics; shows consistency among principles, values and...
Provides business planning, forecasting, data-driven decision analysis, and financial performance measurement for all business units and asset segments of Fort Washington. Leads the annual budgeting process and evaluates variances to budget throughout the year. Oversees the FWIA invoicing process. Analyzes and communicates quarterly financial results to both Fort Washington and Western & Southern senior management. Develops and maintains critical management-decision-making analytical tools, suggests and implements cost-saving projects, and works on special projects as needed. Creates highly confidential analyses in support of new business initiatives and potential acquisitions. Chairs or supports multiple working committees within Fort Washington. Works with...
Under the direction of the Internal Audit AVP & Director, performs risk-based internal audit activities for the Company and its subsidiaries. Performs risk-based integrated reviews of financial, operational, systems and management controls of the Company. Provides assistance to the external auditors and regulatory auditors while maintaining effective working relationships with business unit management. Serves as in-charge auditor for certain assigned audit projects, and supervises staff auditors and college interns assigned to the project. Works with some supervision and is responsible for making a minimal range of decisions, escalating to Manager when appropriate and updating Manager on a regular basis.