Summer Associate Internship (Support - Navy Federal Investment Services)

Navy Federal Credit Union • San Diego, CA

121d

About The Position

The Navy Federal Investment Services (NFIS) support team provides diverse administrative support to clients/potential clients, third parties (e.g., merchants, financial institutions, etc.), and employees including Investment Advisors (IAs) and Financial Advisors (FAs) through various media channels. The Summer Associate will support existing team projects, contribute to process improvements, and learn a high-level understanding of the wealth management support process. Throughout the internship, the Summer Associate will gain knowledge of researching, follow-up, and redirect to support the team's first call resolution methodology. The Summer Associate Program is a 12-week internship program beginning in May 2026 and ending in August 2026. Students will work on impactful projects and meaningful work during their internship.

Requirements

• Currently pursuing a degree from an accredited college or university
• Anticipated graduation date of December 2026 or later
• Currently pursuing a degree in Economics, Finance, Business, or another related degree
• Basic skill maintaining accuracy with attention to detail and meeting deadlines
• Basic skill interacting with staff, management, members diplomatically & tactfully
• Project management or coordination experience
• Resourcefulness and critical thinking skills
• Excellent written, verbal, and presentation skills
• Ability to work independently and in a team environment
• Ability to work effectively and efficiently with automated systems
• Experience using Microsoft Office products to create reports, data compilations, and presentations

Responsibilities

• Support existing team projects
• Contribute to process improvements
• Learn a high-level understanding of the wealth management support process
• Gain knowledge of researching and follow-up
• Redirect to support the team's first call resolution methodology
• Shadow team members to provide a venue for the financial services support experience
• Collaborate with team members to understand the business process of financial services support
• Conduct research on reference material to recommend and apply streamlined enhancements
• Assist leaders with data collection and analysis projects to improve current processes
• Identify and track cross-project dependencies and impacts; communicate issues and provide solutions
• Ensure confidentiality and safeguarding of records and information
• Perform other duties as assigned

What This Job Offers

• Career Level: Intern
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree