Summer Intern- Investment Services

Hancock WhitneyDenham Springs, LA
3d

About The Position

The Investment Services Intern is responsible for participating in and contributing to a variety of initiatives and projects as well while gaining a working hands-on knowledge of the subject matter(s) covered. Responsibilities may include, but are not limited to, developing expertise in the assigned areas, analyzing and reporting on various subjects, coordinating efforts across and within business lines, assisting with various client activities and communicating with various levels of internal staff.

Requirements

  • Minimum preferred cumulative GPA of 3.0 or higher.
  • Currently pursuing a Bachelor’s or Master’s degree required.
  • Be a highly motivated self-starter who takes initiative.
  • Demonstrates strong analytical and problem-solving skills.
  • Possesses critical thinking, communication and teamwork skills.
  • Authorized to work in the U.S. on a permanent basis.
  • Note, Hancock Whitney will not provide any assistance or sign any documentation to support immigration sponsorship or benefit including but not limited to optional practical training (OPT) or curricular practical training (CPT).

Nice To Haves

  • Business majors with emphasis on investment related studies preferred.

Responsibilities

  • Assist in preparing account opening docs and assisting with account maintenance.
  • Effectively work with Investment Services Coordinator to notify associates of continuing education requirements, investment report generation and other service opportunities.
  • Participate in marketing efforts utilizing Investment marketing systems.
  • Work with team with scheduled daily tasks, reporting and ad hoc requests.
  • Proactively seek knowledge and mentorship from team members and leaders to develop a thorough understanding of investment products, services, programs and systems.
  • Participate in meetings with management to learn about the company's objectives and processes.
  • Participate in special projects or other assignments, as needed, to support the department.
  • Participate in the department's various continuous improvement initiatives.
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