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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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Applies technical knowledge and skillsets to support business objectives of the Western & Southern Financial Group (W&SFG) through cost-effective use of technology and business process. Responsible for driving operational efficiency and increased software quality through business process analysis, accurate and technically sound software requirements, and effective user acceptance testing of the resulting software products. Applies a combination of broad business knowledge and technical skill sets to identify business, functional, and non-functional requirements for complex enterprise software solutions that drive greater operational efficiency or increased revenue. Represents the business on medium to large software development projects. Provides second level support for escalated...
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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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Scans and indexes paper documents into the imaging system to trigger workflows for further electronic processing throughout the organization. Prioritizes imaging functions to fulfill requests in a timely and quality manner. All documents are to be handled in accordance with departmental standards including established time service and quality standards. Applies the correct indexing schema to each document to ensure appropriate downstream processes trigger if applicable.
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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.
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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.
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Provide data science support for marketing analytics projects requiring data gathering, analysis and reporting of findings.Audiences for analysis include current and prospective clients, internal and external salesforce, as well as competitors. Examples of projects include market opportunity and potential, retail site planning, customer and financial advisor segmentation, predictive models for new client acquiistion, cross-sales and retention, and optimization models for wholsesaling and internal salesforce activity management.
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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.
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A Brief Overview
Collaborates with stakeholders and technology counterparts to deliver solutions that provide maximum value. Utilizes a variety of elicitation techniques to understand stakeholder's needs, analyzing information and data and ensuring requirements documentation meets enterprise standards. Requirements documentation may include supporting multiple project delivery methodologies (waterfall, agile, and iterative). Strong written and verbal communication skills are necessary. Coordinates with project team members and key partners across the enterprise to deliver high quality documentation and adhere to business analysis best practices. Deliver project deliverables that may include documentation of current state/as-is and future state/to-be; multiple types of requirements...