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 hands-on experience in public-sector investing and accounting. The intern will work alongside accounting professionals from governmental, private, public, investment, and banking backgrounds while supporting BOI’s mission of managing approximately $31 billion in investments and overseeing $75 million in bonds that fund low-interest loans for Montana’s state and local governments.

The intern will gain technical and analytical experience through meaningful projects and mentorship, learning how classroom knowledge connects to institutional investment accounting. The position involves daily use of Excel, participation in accounting and investment team meetings, and work with accounting and bank systems, including SABHRS.

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 tracking loan payments and funding.

Benefits

• Gain hands-on experience in public-sector investing and accounting.
• Build relationships with experienced accounting professionals.
• Add technical and analytical experience to a resume.
• Contribute to projects that have an impact on communities across Montana.
• Develop analytical, problem-solving, and financial reporting skills.

What This Job Offers

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