2027 Summer Investment Intern

WoodmenLIfe • Omaha, NE

5d • Hybrid

About The Position

WoodmenLife is looking for an Investment Intern to join our team for the Summer 2027 program. This role involves supporting the Investment division with both routine and project-based work. The intern will gain practical exposure to institutional asset management within an insurance company by assisting with mortgage loan servicing data and credit profile development. This 10-week program aims to foster a dynamic and innovative work environment, integrating interns who bring fresh perspectives and skills to contribute to value-added work and enhance the company's talent pipeline. WoodmenLife is committed to providing interns with real-world experience and mentorship to prepare them for meaningful careers and to make a positive impact in their communities. WoodmenLife, with over 135 years of service, is a not-for-profit life insurance company dedicated to protecting the financial future of families and making a difference in communities across America since 1890.

Requirements

• Rising Sophomore, Junior, or Senior in college with area of study in Finance, Business Administration, Accounting, Economics, Real Estate or a related degree program
• Must have a 3.0 or higher GPA
• Ability to work 38.75 hours per week
• Ability to communicate clearly and effectively while working collaboratively
• Strong attention to detail and commitment to accurate data entry and documentation
• Ability to review, organize and interpret financial and business information
• Proficient computer skills including knowledge of Microsoft Office
• Ability to maintain confidentiality and use sound judgment when handling business and financial information
• The ability to provide seamless, trustworthy, attentive and resourceful (S.T.A.R.) customer service
• Passion for making an impact in local communities
• Customer Focus: Delivers timely, professional, and value-driven service by understanding customer needs, maintaining composure, and building trust through care and responsiveness.
• Accountability: Takes ownership of decisions and responsibilities, follows through on commitments, prioritizes tasks effectively, and builds trust through reliability, integrity, and problem resolution.
• Innovation: Generates and shares creative ideas that improve processes and adds value. Demonstrates open-mindedness, resourcefulness, and a willingness to explore new approaches.

Nice To Haves

• Preferred working knowledge of Bloomberg Terminal

Responsibilities

• Gain broad exposure to the WoodmenLife organization by meeting weekly with the Internship Cohort, collectively with Executive Leadership, and one-on-one with leaders at the division level.
• Summarize and present capstone presentation of the internship experience including project accomplishments, skill development, and key learnings.
• Support the Mortgage Loan Annual Servicing Project by reviewing property performance updates submitted for more than 500 mortgage loans.
• Enter reviewed property performance information into the mortgage servicing software accurately and completely.
• Assist the Securities team with developing and maintaining credit profiles for debt issuers as part of an ongoing, year-round project.
• Organize financial, issuer and supporting information used by investment professionals in servicing and credit review activities.
• Complete assigned routine and project-based work within established timelines and communicates questions or issues to the intern leader or appropriate team member.
• Protect confidential business and financial information and follows applicable procedures and internal controls.
• Use available technology, including approved AI tools in an ethical and responsible manner.
• Meet attendance and punctuality expectations in accordance with supervisor and WoodmenLife policy requirements.
• Perform other duties as assigned by management.
• Learn the process of tracking and ongoing maintenance of security related investment holdings (Securities Team).
• Review Mortgage Loan operating reports (Mortgage Loan and Real Estate).
• Collaborate with Mortgage Analysts and Portfolio Managers to ensure accurate and timely data entry, file tracking, and essential updates of holdings.

Benefits

• Competitive compensation package
• Comprehensive benefits package
• Engaging activities and skill development with an intern cohort
• Real world experience and mentorship to prepare you for a meaningful career
• Paid Volunteer events to make an impact in your community
• A flexible and hybrid work environment - WoodmenLife’s Home Office closes at noon on Fridays

What This Job Offers

• Job Type: Full-time
• Career Level: Intern
• Education Level: No Education Listed