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11 дней назад

Early Career Intern - Institutional Sales (Retirement & Insurance)

Формат работы
hybrid
Тип работы
fulltime
Грейд
trainee
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Early Career Intern - Institutional Sales (Retirement & Insurance) (Finance/Institutional Sales): Supporting reporting, client and prospect analysis, tailored sales materials, and relationship-development initiatives for retirement and insurance investment clients with an accent on capital markets research, data quality, and cross-functional collaboration. Focus on analyzing institutional prospects, maintaining Salesforce data, developing business plans, and improving reporting and communication across North America Institutional initiatives.

Location: Atlanta, Georgia, United States; at least four full days each week must be worked in an hirify.global office.

Company

hirify.global is a global investment firm providing investment strategies and vehicles to clients worldwide.

What you will do

  • Support recurring and ad hoc reporting for internal business partners and external clients.
  • Analyze clients and prospects using Fi360, BrightScope, Zephyr, Morningstar, and other investment research tools.
  • Partner with Sales, Marketing, and Investments on marketing and sales initiatives.
  • Coordinate tailored materials for clients, prospects, advisors, and consultants.
  • Support prospecting, relationship development, business planning, activity tracking, and performance reporting.
  • Maintain Salesforce CRM data, complete administrative and data-quality work, and contribute to summer and North America Institutional projects.

Requirements

  • Currently pursuing a bachelor’s degree in finance, economics, business, marketing, data analytics, or a related field, with graduation planned for spring or summer 2028.
  • Strong analytical, organizational, problem-solving, written communication, and verbal communication skills.
  • Proficiency with Microsoft Office, particularly Excel, PowerPoint, Word, and Outlook.
  • Interest in capital markets, mutual funds, the retirement plan industry, and the U.S. institutional marketplace.
  • Coachable mindset, willingness to ask questions, and desire to learn.
  • Ability to manage multiple assignments, meet deadlines, maintain attention to detail, take initiative, and identify improved ways to support the team.
  • Ability to work effectively in a collaborative, professional environment.
  • Must be able to work in hirify.global’s Atlanta office.
  • Must be permanently authorized to work in the U.S.; employment-based immigration sponsorship, OPT, CPT, or related immigration assistance is not available.

Culture & Benefits

  • 9-week summer internship beginning in June 2027 with orientation, development workshops, networking, training, and volunteer activities.
  • One-on-one mentorship, a peer sponsor program, leadership connections, and an intern community.
  • Potential eligibility for a full-time Early Career Program offer after graduation.
  • Networking events, virtual Lunch and Learns, hirify.global Cares activities, and complimentary coffee and snacks.
  • 401(k) matching at 100% of the first 6%, plus a discretionary supplemental contribution.
  • Relocation and housing are not included if an offer is extended.

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