Western & Southern Financial Group-posted 2 months ago
Intern
Cincinnati, OH
251-500 employees

The Private Credit internship will be a project-oriented experience. The intern will be assigned various projects during their internship, including analysis, investment research, and data retention / management. These assignments will provide the opportunity to broaden knowledge of the Private Credit business and to demonstrate quantitative reasoning skills. The associate will have the chance to work and collaborate with successful investment professionals with visibility of senior management.

  • Collaborate with investment professionals to understand best investment practices.
  • Review prior recommendations and understand investment practices.
  • Attend investment committee meetings to understand committee member focus.
  • Prepare reports and recommendations relative to private credit investments.
  • Research relevant industries and companies for future private credit investments.
  • Build financial models, assist in preparing opportunity memos.
  • Perform financial analyses for new and existing private credit investments.
  • Maintain CRM database of prospects and referral sources.
  • Perform other duties as assigned.
  • Comply with all policies and standards.
  • Enrolled in a University with a degree or focus in Real Estate investment.
  • Cumulative GPA of at least 3.2 out of a 4.0; 3.5+ preferred.
  • General knowledge of the functions of accounting, finance, and investments.
  • Second or third-year Business/Finance Student, or MBA student.
  • Completion of one or more investment courses.
  • Willingness to complete education and development through business and/or finance/analysis courses.
  • Demonstrated successful experience in problem-solving situations.
  • Excellent verbal and written communication skills.
  • Demonstrated ability to coordinate multiple projects simultaneously.
  • Ability and desire to cultivate a unique combination of marketing, financial analysis, interpersonal, customer service, communication and negotiation skills.
  • Proficient with Microsoft Word, Excel and PowerPoint software, including advanced functions.
  • Secondary focus in marketing would be a plus.
  • Working knowledge and experience in Argus preferred.
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