2027 Summer Intern - Investment Consulting Group
The HartfordAdded 4h ago
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Quick summaryby newgrad.ai
What you'll do
- Create reports using FactSet, YCharts, and Morningstar for sales and investment teams.
- Assist in developing the Hartford Enhanced Analytics and Risk Tool.
- Collaborate with marketing, compliance, and sales departments on distribution projects.
- Attend meetings regarding research, data analytics, and due diligence.
What they're looking for
- Current college students majoring in Finance, Business, or Economics.
- Proficiency in Microsoft Office applications like Excel and PowerPoint.
- Ability to manage multiple projects and tasks simultaneously.
- Interest in financial markets and knowledge of mutual or exchange-traded funds.
Pay and perks
- Hourly base pay range of $20.00 to $25.00.
We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.
Description: Hartford Fund’s Investment Consulting Group (ICG) acts as a source of specialized investment knowledge that delivers analysis, education and thought leadership to our internal and external clients.
This internship sits within ICG, working closely with business development teams to drive asset gathering and client service efforts. The student will play a key role in collaborating with Investment, Sales, Compliance and Marketing professionals by utilizing various tools to assist in the research and delivery of content across the entire product lineup of Hartford Funds. The position will provide exposure to performance measurement and assessment, asset allocation, product lifecycle and competitive positioning disciplines.
Responsibilities of the role
- Utilize FactSet. YCharts and Morningstar to develop reports to help investment professionals and sales best position Hartford Funds products, including analyzing performance, portfolio characteristics, peers, and competitors.
- Participate in department meetings around due diligence, research topics and data analytics.
- Work with team on further development of HEART (Hartford Enhanced Analytics and Risk Tool) which serves as the primary resource for distribution to engage with financial professionals around portfolio construction best practices.
- Partner with Compliance, Marketing and Sales on various distribution initiatives
- Other duties as assigned.
Qualifications
- Must be currently enrolled in college as a Business/Finance/Economics major
- Experience in Microsoft Word, Outlook, Excel and Power Point preferred
- Strong ability to multi-task and handle several projects simultaneously
- Familiarity with Mutual Funds and exchange-traded funds preferred
- Interest in Financial Markets
- Strong desire to learn with professional drive
- Willing to take on new projects and lend a hand to the team where needed
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford’s total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$20.00 - $25.00
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
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