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Investment Operations Intern Jobs in Minnesota (NOW HIRING)

Essentia Health

MN · On-site

$162K/yr

... operations. Ambulatory: Performs supervisory and management activities consistent with the ... We offer a 401(k) plan with employer contributions to help you plan for the future, and we invest ...

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Investment Operations Intern information

What are the key skills and qualifications needed to thrive as an investment operations intern?

To thrive as an Investment Operations Intern, you need strong analytical abilities, attention to detail, and foundational knowledge of finance or accounting, often supported by progress toward a relevant degree. Familiarity with Excel, financial databases, and portfolio management systems is commonly required. Effective communication, organizational skills, and a proactive attitude help interns excel in fast-paced, team-driven environments. These skills ensure accurate processing, reporting, and support of investment activities, which are critical for maintaining operational efficiency and compliance.

What are the typical responsibilities of an investment operations intern?

As an Investment Operations Intern, you'll often assist with trade settlements, portfolio reconciliations, data entry, and reporting tasks. These responsibilities ensure the accuracy and timeliness of investment transactions, supporting portfolio managers and analysts by maintaining up-to-date records and resolving any discrepancies. Your work helps streamline the investment process, minimize operational risk, and keeps the team informed for decision-making. This hands-on exposure also provides valuable insight into the end-to-end workflow within an investment firm.

What does an investment operations intern do?

An investment operations intern supports the daily functions of an investment team by processing transactions, reconciling accounts, and maintaining accurate records. They often use financial software and gain exposure to portfolio management, compliance, and reporting processes while developing industry-specific skills. The role typically involves data analysis, attention to detail, and understanding of financial markets.

What is an investment operations intern?

Investment Operations Interns are entry-level professionals who support the daily operations of investment management firms. They assist with tasks such as trade settlement, portfolio administration, data entry, and reporting. Their role is crucial in ensuring that investment transactions are processed accurately and efficiently. By working closely with portfolio managers, traders, and back-office teams, they gain practical experience in the financial industry and learn about the workflow of investment operations.
What are the most commonly searched types of Investment Operations jobs in Minnesota? The most popular types of Investment Operations jobs in Minnesota are:
What cities in Minnesota are hiring for Investment Operations Intern jobs? Cities in Minnesota with the most Investment Operations Intern job openings:
Investment Operations Intern jobs near you

Marketing & Research Intern

Centurion Financial Strategies, LLC

Minneapolis, MN

$14/hr

Full-time, Internship

Posted 7 days ago

Job description

Centurion Financial Strategies is a financial planning and investment advisory firm that helps individuals and families make wise financial decisions, prepare for retirement, manage investments, and navigate important life transitions.


About The Role

We are looking for a college student who lives near Bloomington, Minnesota, and is interested in financial planning, research, marketing, and business operations. You must be able to work in person from our Bloomington office when your class schedule allows.

Most of your time will be spent supporting Centurion Financial Strategies through financial planning research, client meeting preparation, marketing projects, data organization, and improvements to our internal systems.

You will also help Generation Family Properties with two unique projects:

Messy Title focuses on properties with complicated ownership situations, such as deceased owners, multiple heirs, unresolved estates, or delinquent taxes. You may research property records, family histories, obituaries, probate information, and possible heirs. Think of it as part real estate, part genealogy, and part detective work.

The Land UnConference is a community and event series for land investors focused on conversations, networking, and learning from other attendees—not sitting quietly through eight hours of PowerPoint presentations. You may help with marketing, social media, attendee communication, event research, and planning.

Compensation:

$14 hourly


Responsibilities:

  • Helping prepare for financial planning client meetings

  • Researching financial planning topics and organizing client information

  • Creating marketing content, social media posts, emails, or videos

  • Researching property records, family histories, and possible heirs

  • Helping market and plan the Land UnConference

  • Improving workflows and using AI or other technology to work more efficiently

  • Occasionally receiving a project that begins with, “We have an idea…”

What You’ll Learn

  • How financial plans and client meetings come together

  • Financial planning and investment concepts

  • Marketing, content creation, and event planning

  • Property ownership and public-record research

  • How we operate behind the scenes

  • How to turn a slightly messy idea—or spreadsheet—into something useful


Qualifications:

  • Currently enrolled in college and living near Bloomington, Minnesota

  • Able to work in person around their class schedule

  • Interested in finance, marketing, real estate, or research

  • Curious, organized, dependable, and willing to dig for answers

  • A strong communicator who is comfortable asking questions

  • Comfortable with spreadsheets, documents, and online tools

  • Able to work independently without needing every single step explained

  • Not terrified by complicated research or an imperfect spreadsheet

What We Offer:

  • $14 per hour.

  • A results-oriented commission equal to 8% of the gross profit on properties you directly help acquire, paid after the property sells.

Why This Internship Is Different

You will not spend the internship watching from the sidelines or becoming the office coffee expert.

You will help with real client preparation, financial research, marketing campaigns, property investigations, and events. Some assignments will have clear instructions. Others will start with a question or idea and require you to help determine the best next step.

For the right candidate, this internship may also create an opportunity for additional responsibilities or a future full-time role.


About Company

We are a small but successful land flipping firm. We’ve been in business since 2017 and have built a seven-figure revenue business. We have continued to grow each and every year so far.

We use direct mail, cold calling, online advertising, and other marketing campaigns to acquire land and distressed properties at a discount from sellers who may live far away, no longer use the property, inherited it, fell behind on taxes, or simply do not know how to resolve the situation.

After purchasing, we work through the problems, prepare the property for resale, and sell it closer to market value.

We buy from the people who see it as trash and sell it to the people who see it as treasure.

We look for properties that other investors overlook because the ownership is confusing, the family situation is complicated, or the research requires more patience than most people are willing to give it.