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Form of workJob Description
Business Analyst Intern
Catholic Financial Life has an exciting opportunity for a qualified Business Analyst Intern to join our team! This role is an ideal fit for an innovative personality which thrives in being challenged and primarily seeks to enter the Finance and/or Data Analytics fields after graduation. You will receive exposure to a broad range of business processes including: data analysis, investments, financial reporting, product pricing/profitability studies, budgeting, and process improvement projects. This on-site, paid internship is located in Milwaukee, WI where students will be expected to work 15-20 hours per week during the academic year and up to 29 hours per week during school breaks. You will report to the Director of Financial Planning & Analysis while cross-functionally supporting the Accounting, Finance, Investments, and Actuarial departments. Your work will make a difference to our organization and to the members/communities we serve.
WHAT YOU’LL DO
As a Business Analyst Intern, your duties could include:
- Analysis of financial data and trends
- Enhance data analytics capabilities w/migration of financial & investments data into PowerBI or similar analysis software
- Creation of investment reports with supporting portfolio analysis
- Collaborating with Actuaries to conduct profitability studies
- Assistance with maintenance of departmental budgets
- Other process improvement projects as assigned
QUALIFICATIONS
- Current (Junior or Senior) Finance, Data Analytics, Economics, Actuarial Science or a similar major student
- Clear and concise verbal and written communication skills
- Intellectually curious, motivated, and analytical professional
- Experience with Excel, PowerBI, and analyzing datasets
- Ability to thrive in a fast-paced team environment
- Organized, detail-oriented and able to work independently
WHAT WE OFFER
- Free parking in our Home Office structure
- On-site wellness amenities including our rooftop pool and workout room
- Friday workday ending as early as 1:30 p.m.
ABOUT CATHOLIC FINANCIAL LIFE
Through services including life insurance, retirement planning, education savings and more, Catholic Financial Life has been helping its members protect their financial lives for more than 150 years. With assets of $1.7 billion and members across the United States, Catholic Financial Life’s strength comes from being a different kind of financial community. As a member-owned organization, Catholic Financial Life’s longevity and success are a result of being a trusted financial partner. Kroll Bond Rating Agency (KBRA) recently upgraded Catholic Financial Life's Insurance Financial Strength Rating (IFSR) to an A with a stable outlook. It has been recognized by the Milwaukee Journal Sentinel as a Top Workplace ten years in a row.
Catholic Financial Life is an Equal Opportunity Employer
Our Mission...
We're a faith-based membership organization which puts Catholic values in action by:
- Serving God through serving others;
- Providing financial security; and
- Enhancing quality of life
