Investment Analyst Intern at Delta Dental… · Grand…

Summary: Delta Dental of Michigan is seeking an Investment Analyst Intern to provide a hands-on foundation in institutional asset management. The role involves rotating through investment analysis, operations, and investment industry marketing, working closely with professionals in each area. Responsibilities: - Learn the Bloomberg Terminal environment and apply functions to real investment projects - Conduct security screening and analysis using Bloomberg and Excel across fixed income, preferred securities, and equity strategies - Build and refine Excel models for asset allocation analysis, credit assessment, and quantitative security evaluation - Summarize and annotate webinars, software releases, and market research to support the investment team - Participate in investment team meetings covering market outlook, strategy, and asset allocation - Assist with portfolio reporting and performance diagnostics using Clearwater Analytics and internal tools - Support automation of recurring reporting tasks using Excel (and scripting tools where applicable) - Help maintain data integrity and assist with operational workflows that support the investment and client service functions - Research, analyze, and format investment and market data for use in client-facing presentations and pitch decks - Assist in preparing quarterly performance reports, strategy commentary, and market update materials - Support RFP responses and consultant database updates with accurate performance and portfolio data - Help ensure consistency in how RCIM's investment strategies are positioned and described across materials Required Qualifications: - Current college students (rising juniors or seniors preferred) pursuing a degree in Finance, Economics, or a related finance-adjacent major - Current college students (rising juniors or seniors preferred) pursuing a degree in Computer Science (particularly relevant for operations automation work) - Current college students (rising juniors or seniors preferred) pursuing a degree in Business Analytics or Data Science - Strong analytical and quantitative aptitude, with the ability to communicate findings clearly - Proficiency in Microsoft Excel; experience with data analysis, modeling, or scripting is a plus - Genuine curiosity about financial markets and a willingness to stay informed on market developments - Collaborative team player with a professional attitude and strong written and verbal communication skills - Eagerness to take on a broad range of tasks, learn quickly, and incorporate feedback - Self-starter mentality — willing to go above and beyond to develop financial market knowledge Required Skills: Bloomberg Terminal, Microsoft Excel Important Skills: Data Analysis, Financial Markets Knowledge Nice-to-Have Skills: Collaborative Team Player, Self-Starter Mentality