Job Description

Job Description

Job Title: Investment Practice Intern

Reports To: Vice President

FLSA Status: Exempt

Department: Investment

Location: Towson, MD / Boulder, CO

Description

Bolton is a growing benefits consulting firm that offers employee benefits consulting services to employer groups of all sizes and in all market segments. Our services help clients design, implement, and manage employee benefits programs that best meet the strategic goals and financial objectives of their organizations.

Bolton’s success has fueled an atmosphere of collaboration across services lines, contagious energy and passion for what we do. We employ over 100 employees, serve clients located across the US with offices in 6 locations and are headquartered in Towson, MD.

Summary:

Provide support to consulting teams and department initiatives. Must have sound technical and organizational skills, a capacity to learn through experience, and a strong commitment to meet agreed upon timeframes and deadlines. The Intern position provides the opportunity to develop technical knowledge, build client management skills, gain knowledge from industry leading consultants to build a great professional career in financial and professional services.

Position may work up to 37.5 hours per week during winter break months (December - January) and summer months (May – August). We request a minimum of 30 hours per week. Hours are flexible (candidate may set their own schedule within reason – generally during standard business hours) but must be agreed upon with manager and followed.

This is a temporary position for winter/summer internships. Candidates hired for this position may be considered for full-time positions following graduation. Students must be able to work from our headquarters in Towson, MD or our satellite office in Boulder, CO. Housing assistance or stipends will not be provided for this position, beyond the regular hourly pay rate for those who are not otherwise living or attending school locally.

Essential Duties and Responsibilities:

The following list of duties and responsibilities are examples of the work successful candidates will be asked to perform. Candidates may not be involved with all of these functions as a regular part of their duties.

• Support consultants on annual, quarterly, monthly standard and ad hoc client reports, projects, and analyses.
  1. The main projects a candidate will be supporting are financial reporting for retirement plans and investment manager research.
• Communicate and coordinate effectively with colleagues and clients regarding data collection and project tasks.
• Create documents and materials for meetings based on standard formats.
• Provide support to small & mid-market client consultants.
• Develop in crafting proposals.
• Develop a good working relationship with all levels of staff.
• Increase efficiency by identifying ways to improve processes.

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Other Duties and Responsibilities: __

• Comply with all safety policies, practices and procedures. Report all unsafe activities to supervisor and/or Human Resources.
• Participate in proactive team efforts to achieve departmental and company goals.
• Perform other duties as assigned.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Training on the specific duties and responsibilities will be provided. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education/Experience:

• High school diploma or general education degree (GED).
• INTERNSHIP: College students that are enrolled in a degree program related to Mathematics, Finance, and Economics are preferred. However, college students that are enrolled in a degree program related Statistics & Actuarial Science, Business, or other quantitative and analytical discipline will be also be considered. The ideal candidate will be entering their senior year of college or enrolled in a post-graduate degree program.
• Flexibility and ability to work independently, diagnose and resolve issues, and meet client deadlines.
• Great communication skills and presentations skills..
• Previous experience in an office setting is preferred.
• Experience working as part of a team, including extracurricular activities, clubs, sports teams, etc..
• Proficiency in the use of Microsoft Excel is required; Word and PowerPoint is also preferred..

Certificates and Licenses:

None required.

Language Ability:

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals.

Math Ability:

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

Computer Skills:

Proficient personal computer skills including electronic mail, record keeping, routine database activity, word processing, spreadsheet, graphics, etc.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate. **
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Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The employee must regularly lift and /or move up to 10 pounds, frequently lift and/or move up to 25 pounds. While performing the duties of this Job, the employee is regularly required to sit and use hands to finger, handle, or feel. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand; walk and stoop, kneel, crouch, or crawl.

Other:

Candidates must be able to work in the US without restrictions.

Bolton is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.