Paid Intern Investment/ALM - Spring &/or Summer 2027 – REMOTE/HYBRID (Must reside within commuting distance of Greensboro, NC)

Overview

This part-time, work-from-home Investment/ALM Intern position supports investment and ALM functions within a corporate credit union. The role assists with research, analysis, and due diligence, including analysis of specific investment products and services, and supports use of an investment portfolio analytical software platform.

If the intern resides within commuting distance of the Greensboro campus, they may be available to meet in the office once per week.

Responsibilities

• Support the investments and ALM teams in their work with credit union investment officers and chief financial officers to provide analysis and research for investments and ALM services.
• Help manage data and create reports and presentations for credit union executives.
• Use Bloomberg terminal regularly to stay abreast of current and expected market conditions and interest rates.
• Maintain a strong working knowledge of general balance sheet and investment management strategies.
• Assist investment/ALM analysts with investment and/or liquidity (funding) strategies.
• Support internal portfolio analytical system inputting data, creating reports, and analyzing data.
• Keep models current and generate reports and analysis as needed.
• Stay current on economic news and information relevant to the financial services industry and corporate credit unions, including:
  • Daily monitoring of market rates and trends
  • Federal Reserve monetary policy activities
  • Investment products and economic indicators
  • Issuer/rating agency news and information

Requirements

• Strong data and research skills, including experience preparing reports.
• Experience with modeling and analysis, and knowledge of financial recommendations is preferred.
• College student pursuing a degree in economics, finance, money and banking, and/or accounting.
• A background in customer relations or sales is helpful.
• Experience with Bloomberg is helpful but not required.
• Proficiency with Microsoft Office Suite applications (Outlook, Office 365, Word), general internet knowledge, and PowerPoint.
• Familiarity with web presentation software (WebEx, Zoom, etc.).
• Familiarity with advanced Excel applications, including embedded formulas, Power Query, and pivot tables.

Work Schedule

• Monday – Friday, 15–25 hours per week

Compensation & Benefits

• Excellent 401(k) program

Location

• Work from home.
• If able and residing within commuting distance of the Greensboro campus (7900 Triad Center Dr, Suite 410, Greensboro, NC, 27409), the role may require meeting in the office once per week.

Background Checks

Following a conditional offer of employment, a background check will be conducted that includes federal, state, and county criminal, prior employment verification, education verification, employment credit check, motor vehicle record (if applicable), drug screening, and other lawful background inquiries.