Investment Accounting Intern

State of Montana • Helena, MT

2d

About The Position

The Montana Board of Investments (BOI) is seeking an Investment Accounting Intern for a summer opportunity providing practical experience in finance and accounting. The intern will work with accounting professionals from governmental, private, public, investment, and banking backgrounds while supporting BOI’s work managing approximately $31 billion in investments and overseeing $75 million in bonds that fund low-interest loans for Montana state and local governments.

The intern will learn how investment operations work from the investment pool and participant perspectives, contribute to monthly and annual financial close processes, and assist with financial statements, reconciliations, analyses, and reporting. The role provides technical and analytical experience through meaningful projects and work with accounting and bank systems, including SABHRS. A background check is required before employment. Applications must be submitted online through the State of Montana careers website by January 31, 2027, or until the position is filled; applicants should include a resume and cover letter explaining their interest in finance and BOI.

Requirements

• Be a full-time student pursuing a bachelor’s degree in accounting, finance, economics, or a related field.
• Be a sophomore, junior, or senior.
• Have previous accounting or finance coursework.
• Be a motivated self-starter ready to learn and contribute.
• Enjoy working with numbers, analyzing data, and solving problems.
• Be proficient with Microsoft Excel and comfortable working with large data sets.
• Successfully complete a background check prior to employment.

Nice To Haves

• Interest in pursuing a professional designation, such as CPA.

Responsibilities

• Attend daily accounting and investment team meetings.
• Learn how investment operations work from both the investment pool and participant perspectives.
• Help with monthly and annual financial close processes.
• Prepare journal entries, account analyses, and reconciliations.
• Collaborate on the annual financial statements.
• Research and resolve accounting discrepancies with guidance from senior accountants.
• Work with multiple accounting and bank systems, including the Statewide Accounting, Budgeting, and Human Resources System (SABHRS).
• Use Excel for financial reconciliations, cash and investment reviews, preparing information for reports and statements, and loan payment and funding tracking.

Benefits

• Hands-on experience in public-sector investing and accounting.
• Opportunities to build relationships with experienced accounting professionals.
• Technical and analytical experience for a resume.
• Opportunity to contribute to projects that affect communities across Montana.
• Mentorship and development of analytical, problem-solving, and financial reporting skills.

What This Job Offers

• Career Level: Intern