Job Description

• Understand and gain exposure to the roles and responsibilities of the Investments & Treasuring department at AAA Life.
• Gain exposure to working with Investment and Finance Systems (AS400, laservault, Basware, OneStream, Bloomberg).

• Prepare account reconciliations
• Create journal entries
• Assist with daily and monthly investment functions
• Assist with daily and monthly treasury functions
• Assist with creating a centralized depository for treasury and investment documents, enabling AI queries through internal Co-pilot
• Assist with setting up investment forecast for budget purposes.

• Rising College Junior and above; (1st year Graduate students are also welcome)
• Enrollment in an Accounting, Finance or Actuarial programs
• Proficiency in PC applications (Excel)
• Detailed-oriented, with a high degree of accuracy.
• Ability to handle multiple priorities and to be self-motivated.
• Work independently and under pressure to meet deadlines.
• Work extended hours or weekends as needed (month end processing, summer budget season).
• Excellent written and oral communication skills.

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