Intern, Client Reporting

Conning • Hartford, CT

1d

About The Position

Conning is a leading global investment management firm with a long history of serving the insurance industry. We develop customized investment strategies that address our clients’ unique objectives, requirements and tolerance for risk. We develop solutions by leveraging Conning’s risk management tools and utilizing a highly disciplined investment process that relies on fundamental analysis. We are seeking motivated interns to join our growing organization for a 10-week summer internship program. Our internship program offers hands-on experience, professional development, and exposure to the inner workings of a leading investment firm. Interns will collaborate with experienced professionals, gain insight into industry practices, and develop skills that support long-term career growth. As a Client Reporting Intern, you will be responsible for supporting the production of timely and accurate client reports/presentations for Asset Management clients and consultants. You will compile reports and documents from several different sources, including commentary from managers, and ensure all materials are thoroughly proofread, consistent, and analyzed for accuracy between the various sources. You will partner with portfolio managers, portfolio assistants, and accountants to gather the required financial data, determine the most effective report formats, and to help maintain the client reports and analytical data associated with those reports. This role is ideal for someone who is detail-oriented, analytical, and eager to learn. You should bring strong skills in Excel and PowerPoint, along with solid grammar, proofreading, and editing capabilities. The ideal candidate is proactive, able to manage multiple tasks in a deadline-driven environment, and comfortable communicating with peers and senior stakeholders. This internship offers hands-on experience in client reporting, exposure to asset management workflows, and an opportunity to develop professional communication and data-analysis skills.

Requirements

• Pursuing a Bachelor’s Degree in Business (Economics, Finance, Business Management, or a related field)
• Intermediate/advanced Excel skills strongly desired (e.g., VLOOKUP, formulas, linking, macros)
• Intermediate PowerPoint skills strongly desired
• Proven ability to proofread and apply proper grammar
• Strong analytical and problem-solving skills
• Highly detail-oriented with a strong focus on accuracy
• Ability to independently conduct research and meet strict deadlines
• Strong communication skills and the ability to work effectively with all levels of the organization
• Applicants must exhibit a strong commitment to meet compliance obligations reflecting Conning's core values of honesty and integrity; must accept responsibility for compliance in each role and comply with all applicable rules, regulations, and legal requirements.

Nice To Haves

• Coding experience (coursework acceptable)
• Interest in graphic design

Responsibilities

• supporting the production of timely and accurate client reports/presentations for Asset Management clients and consultants
• compile reports and documents from several different sources, including commentary from managers, and ensure all materials are thoroughly proofread, consistent, and analyzed for accuracy between the various sources
• partner with portfolio managers, portfolio assistants, and accountants to gather the required financial data, determine the most effective report formats, and to help maintain the client reports and analytical data associated with those reports

What This Job Offers

• Career Level: Intern
• Number of Employees: 101-250 employees