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 supporting public-sector investment and accounting work. The intern will work alongside accounting professionals with experience in government, private and public accounting, investment, and banking. BOI manages approximately $31 billion in investments and oversees $75 million in bonds that fund low-interest loans for Montana state and local governments.

The intern will learn how investment operations work from both investment-pool and participant perspectives and contribute to accounting processes, financial reporting, reconciliations, and research. The role offers hands-on projects intended to build technical, analytical, problem-solving, and financial reporting skills. A background check must be completed successfully before employment.

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 completed 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 tracking loan payments and funding.

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.
• The opportunity to contribute to projects that affect communities across Montana.
• Valuable technical skills, mentorship, and exposure to institutional investment accounting.

What This Job Offers

• Job Type: Full-time
• Career Level: Intern