Investment Operations Analyst Intern

State of Wisconsin Investment Board
  • Madison, Wisconsin
    4 days ago

    Job Description

    Making a Difference

    The State of Wisconsin Investment Board (SWIB), founded in 1951, is a premier global investment organization responsible for managing the more than $178 billion of assets of the fully funded Wisconsin Retirement System (WRS), the State Investment Fund and other state funds. Through SWIB’s effective and innovative investment management, WRS remains one of the only fully funded US public pensions. The WRS consistently ranks among the 10 largest public pension funds in the U.S. SWIB is recognized by the investment industry for our teamwork and innovation. SWIB pursues sophisticated global investment strategies across the asset and risk allocation spectrum. Providers across the investment ecosystem seek to partner with SWIB.

    Serving more than 703,000 beneficiaries of the WRS, SWIB is a mission-driven organization focused on providing a strong financial future to those who committed their careers to public service. For public employees and the 1,607 Wisconsin employers who contribute on their behalf, we are a trusted partner. Our team innovates continuously to meet the challenges of an evolving investment landscape while growing and protecting the assets of the WRS.

    SWIB provides a strong, steady economic pillar for the state of Wisconsin by growing the trust funds under its management, managing risk, and optimizing costs of the long term. We are a mission-driven organization and the participants we serve are our mission. By bringing a disciplined, prudent, and innovative approach to market opportunities, SWIB has been successful in generating required returns and maintaining the trust of the beneficiaries and stakeholders of the funds we oversee.
    Home To Top Talent
    Our high-performing staff is key to what makes us a premier investment manager. SWIB is committed to investing in talented professionals to implement our robust, sophisticated investment strategies and to keep the organization at the forefront of the investment industry. We encourage innovation and offer professional development opportunities to help staff sharpen and expand their skills. Approximately 61 percent of SWIB’s investment professionals are Chartered Financial Analyst (CFA) charterholders.

    Job Description:

    About the Team

     

    The Global Public Markets Operations team is responsible for providing operational support for SWIB's Global Public Market investments. With a diverse mix of equities, fixed income and derivatives, members of the team support a wide spectrum of products. The Investment Operations Analyst is responsible for providing reconciliation for internal investments, implementing new strategies/instruments, valuations, corporate action processing and oversighting third party service providers.


    Essential activities:

    • Assist in the oversight, operational and fund accounting responsibilities for Public Market investments, life cycle activities and corporate action processing.
    • Support investment operations managing risk and prioritizing technological enhancement.
    • Evaluate workflow, procedures and internal controls on a continuous basis.
    • Job shadow different areas/functions of the Global Public Markets Strategies Division.
    • As assigned, assist supervisor or other operations areas with data entry and analysis and other special needs/projects.

     

    The Ideal candidate:

    • Ability to work in Madison, WI for an approximate 10-week period beginning late May/early June 2027.
    • Undergraduate student pursuing a degree in business, accounting, economics, finance, or related.
    • Excellent computer and application skills including MS PowerPoint, Excel, and Word.
    • Strong organizational skills.
    • Strong attention to detail, with the ability to critique and interpret data.
    • Ability to work with a sense of urgency, strong commitment and accountability.
    • Excellent verbal and written communication skills.
    • An ability to be adaptive and thrive in a fast-paced, changing environment.
    • Superb work ethic, attention to detail, team orientation, and commitment to excellence.
    • Ability and desire to work as part of a team as well as dive into projects on own.
    • Ability to present ideas clearly and articulately.

    Numbers & Facts

    LocationMadison, Wisconsin

    Skills

    • Accountingunmatched
    • Chartered Financial Analyst (CFA)unmatched
    • Communication Skillsunmatched
    • Cost Controlunmatched
    • Data Analysisunmatched
    • Data Entryunmatched
    • Detail Orientedunmatched
    • Economicsunmatched
    • Ecosystemsunmatched
    • Establish Prioritiesunmatched
    • Financeunmatched
    • Fixed Income Investmentsunmatched
    • Fund Accountingunmatched
    • Fund Managementunmatched
    • Hyperion Pillarunmatched
    • Investment Analysisunmatched
    • Investment Fundsunmatched
    • Investment Managementunmatched
    • Investment Strategyunmatched
    • Marketing Strategyunmatched
    • Microsoft Excelunmatched
    • Microsoft PowerPointunmatched
    • Microsoft Wordunmatched
    • Operational Auditunmatched
    • Operational Supportunmatched
    • Operations Managementunmatched
    • Presentation/Verbal Skillsunmatched
    • Public Accountingunmatched
    • Reconciliationunmatched
    • Retirement Fundsunmatched
    • Retirement Planunmatched
    • Riskunmatched
    • Risk Managementunmatched
    • Special Needsunmatched
    • Team Playerunmatched
    • Workflow Analysisunmatched
    • Writing Skillsunmatched

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