Aticles of the week:





 


  • Position: Financial Advisor Trainee (Full Time)
  • Description: Financial Advisor, MassMutual, West Des Moines MassMutual Iowa, located in West Des Moines, is currently seeking 3-4 seniors, in their last semester to join their team this summer. MassMutual is a Fortune 100 company, focused on financial planning and advising. Offering insurance, investments, retirements solutions and more, the financial planning possibilities are vast. The West Des Moines office is a young, new office, excited to bring on graduating seniors who want to be a part of a team, while still building their own practice.
  • Pay: Commissions + financing + bonuses + benefits (Average first year salary: $35,000)
  • Qualifications: You should be prepared to get life, health & accident insurance licensed, as well as Series 6 & 63 securities licensed. MassMutual will help you get these licences. The next training class starts June 5, 2017.
  • If you are interested, please contact recruiter Ms. Amanda Losasso via email: alosasso@financialguide.com or by phone: (563) 594-6719.
  • Date Posted: March 31, 2017


  • Position: Finance Internship (Summer 2017, Full Time, Two Openings) in Gremler Financial Group
  • Pay: $14/hr
  • Description: The purpose of the internship is to assess the aptitude of college students for entry into the financial planning field by providing a working knowledge of investments as well as exposure to the primary tenants of a holistic financial planning practice to include theory and practical application of attained knowledge. The Finance Intern will work on a wide variety of tasks in the Asset Management division of the company. There is potential for full-time employment upon graduation. Responsibilities include:
    • Asset allocation analysis
    • Data entry
    • Database management
    • Fund screening
    • Hypothetical modeling
    • Investment due diligence
    • Liquidity management
    • Macroeconomic research
    • Mapping trade recommendations
    • Marketing research
    • Tax loss harvesting
  • Qualifications:
    1. Currently enrolled in an accredited four-year degree program
    2. Major in Finance, Accounting, or related business discipline
    3. Junior or senior class standing as of Fall 2018
    4. Minimum 3.0 Cumulative GPA
    5. Availability for a minimum of 30 hours per week during normal business hours
    6. Intermediate Microsoft Excel knowledge
    7. Experience with data analytics and/or coding is preferred, but not required
    8. License not required
  • If interested, e-mail your résumé to Sean Phillips at sean.phillips@voyafa.com, or apply via Career bluePrint. Applications accepted until April 15, 2017.
  • Date Posted: March 28, 2017

  • Position: Quantitative Analyst Internship (Summer 2017, Full Time) in PGI Fixed Income
  • Description: Principal will host 200 interns across various business units and teams. You will meet with senior executives, gain career direction, and contribute to work that helps our customers live their best lives - all at a Fortune 500 company who invests in your personal and professional development. Principal offers multiple opportunities to gain experience, make connections, and provide fast-tracked opportunities to learn our business from the inside out.
  • Internship Responsibilities: You will be on small team working with experienced professionals specializing in Fixed Income investment strategies for Principal’s portfolio. You will have the chance to develop and use technical skills to produce quantitative research and calculations in order to help portfolio managers (PMs) make investment decisions. You will also have the opportunity to work with an information technology team member on reporting and technical enhancements. Your team will provide weekly guidance on how to apply professional standards that relate to quantitative research and investment strategies. Projects and responsibilities vary based on business need, but here are a few examples of what the team hopes to accomplish over the summer:
    • Portfolio report creation/enhancement using new Microsoft tools recently rolled out to the team
    • Analyzing asset statistics (key rate by quality, term structure asset class) and producing reports on changes
    • Regression analysis of key economic indicators with forward looking corporate spread
    • A more specific example could include - taking 20 companies data, aggregate it and help the PM know Value at Risk across portfolios
  • Required Skills
    • A major in actuarial science, mathematics, statistics, finance, data analytics or directly related field is required. A computer science major with an interest in front-end data analytics and investments will also be considered.
    • Intermediate Excel proficiency.
    • Strong analytical, problem-solving and effective communication skills are required – including the ability to communicate and consult on complex analytical topics to a non-technical audience.
    • Candidates must be able to balance collaborative and independent work. We also want candidates who are up for a challenge, creative problem-solvers, inquisitive, and are ready to meet and exceed high expectations.
  • Preferences
    • Advanced working knowledge of Excel (ex. VBA/macros, etc) and database software (ex. Microsoft Cube, SAS, MATLAB, R, etc) is strongly preferred.
    • Exposure to or working knowledge of Bloomberg.
    • Candidates should demonstrate the desire and ability to develop into formal or technical business leaders so be sure you include examples of informal and/or formal leadership on your resume.
    • General to advanced understanding of the asset management industry and investments through course work, student organizations, or work experiences is a plus.
  • If interested, e-mail your résumé to Prof. Rick Long at rick.long@drake.edu as soon as you can; Prof. Long will forward your résumé to the PGI recruiting department.
  • Date Posted: March 20, 2017
 


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