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Investment Reporting Intern (Summer 2027)
internship · Other
Summary
Performs accounting, financial reporting, and analysis functions. Responsible for applying financial analysis knowledge and judgment to activities that are routinely performed.
Responsibilities
Performs professional financial analysis work, which involves extracting financial data from various accounting and information systems, compilation, consolidation, and appropriate analysis of financial data.
Analyze, test, and verify information compiled is correct and/or reasonable based on accounting and financial analysis knowledge.
Respond to requests received from management and other departments.
Understands the flow of information and uses that knowledge to troubleshoot problems.
Participates in monthly accounting processes to ensure accuracy and completeness of financial records.
Explains to others how analysis was produced and or reported.
Updates financial reports/models for forecasting, trending, and results analysis.
Supports client reporting needs including client performance and compensation.
Assists with project work and may serve as a member of a divisional project team.
Responsible for adherence to the company's framework of internal controls.
Improve procedures, update, and organize documentation of reporting and planning processes.
Qualifications
To qualify for an internship, applicants must be currently enrolled at a college or university pursuing an accounting, finance, or other analytical-type degree. Internships are not available for students who have completed their college education or who will graduate prior to the conclusion of the internship.
Working knowledge of Microsoft suite of products (Microsoft Word, PowerPoint, and Excel).
Familiarity with accounting principles.
Strong written and verbal communication skills.
Detail-oriented, accurate, ability to work independently and as part of a team.
Analytical and problem-solving skills.
Rewards & Compensation:
In addition to gaining exposure to the financial services and insurance industry, students gain access to intern exclusive events and networking opportunities throughout the summer while receiving a competitive compensation.
**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**
The hourly wage for this position is $21 per hour. This range is an estimate, based on potential qualifications and operational needs. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
Disclaimer:
Beware of fake job offers!
We’ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:
We will never request personal information such as ID or payment for equipment upfront.
Official offers are sent via DocuSign following a verbal offer—not through text or email.
Applicants must possess legal authorization to work for our company in the U.S. without the need for immigration sponsorship or otherwise serving as an employer of record for immigration employment purposes. At this time, this role is not eligible for immigration-related employment authorization sponsorship.