Intern Portfolio Accounting

Edelman Financial Engines - Fairfax, VA

Full-time - Intern

Fairfax, VA

101-250 employees

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

As a Portfolio Accounting Intern at Edelman Financial Engines, you will gain hands-on experience working with client financial data in various account tracking systems. This role supports financial planning teams and internal departments by fielding inquiries, conducting account research, creating training materials, and generating data sets. The position is ideal for students interested in data analysis and looking to develop their analytical and problem-solving skills in a collaborative team environment.

Responsibilities

• Work under the supervision of the Portfolio Accounting Manager.
• Support the Portfolio Accounting team by fielding inquiries.
• Conduct account research to assist financial planning teams.
• Create training materials for internal use.
• Generate data sets for analysis.

Requirements

• Must be a Rising Sophomore or Junior Finance or Business major.
• Proficient in Microsoft Excel.
• Experience using SQL is a plus.
• Strong communication and organizational skills required.
• Highly analytical, diligent, and detail-oriented.
• Positive demeanor with a passion to learn new skills.