Extended Investment Intern

AtAmerican Equity Investment Life Holding Company, we think of ourselves asThe Financial Dignity Company. Our policyholders work with independent agents, banks and broker-dealers through our wholly-owned operating subsidiaries, to choose one of our leading annuity products best suited for their personal needs to create financial dignity in retirement. We remain steadfast in our commitment to quality products, excellent customer service, integrity, safety and delivering on our promises to our policyholders. Our success comes from hiring people who embody the beliefs that drive our unique, energetic, fast-paced and caring culture of collaboration, ownership and innovation.

We currently fund over half a million retirements nationwide, and have been headquartered in West Des Moines, Iowa, for over twenty-five years, withsatellite offices slated to open in 2022 in Charlotte, NC, and New York, NY. We are a NYSE-listed company and maintain an "excellent" rating from AM Best. Our companyhas over $57 billion in assets, 26,000 active agents and over 800 employees.

*This is a full time internship position and will require the student take a semester off of school. We are open to having someone join us from January through July or from June through December 2023.

GENERAL PURPOSE OF THE JOB:

The Extended Investment Intern will work with Structured, Credit (Public and Private), and Municipal teams in a floating capacity to support portfolio reporting and fixed income research. The Intern will gain a broad knowledge of Investments through hands on training and projects.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Maintains, updates, and creates investment reports for the portfolios of American Equity, while ensuring data integrity and accuracy.
• Assists the analyst team in fixed income research, which may include updating financial models, tracking covenant compliance, pulling new issue deal documentation, and maintaining research databases.
• Collaborates with the investment and investment operations teams.
• Begins to develop a structured and systematic approach to analyzing investments through hands on training and an investment research project.
• Obtains knowledge of software used for investment analysis, portfolio management, and reporting, such as Microsoft Excel, Bloomberg, Power BI, and Aladdin.
• Obtains general knowledge of fixed income markets and general understanding of finance, economics, accounting, investment, and insurance principles and practices.
• Performs other projects as assigned.

SUPERVISORY RESPONSIBILITIES:

Direct Reports: None

General Description of Indirect Reports (2 and 3-downs): None

EDUCATION AND/OR EXPERIENCE:

Currently pursuing a Bachelor's Degree in Finance, Economics, Accounting, or related field of study. Completion of Business 101 coursework preferred.

CERTIFICATES, LICENSES, PROFESSIONAL DESIGNATIONS:

None

KNOWLEDGE, SKILLS AND ABILITIES:

• Strong quantitative, analytical, and modeling skills required.
• Strong oral and written communication skills required.
• Highly detailed-oriented and well organized with strong time management skills and the ability to handle multiple projects on an ongoing basis.
• Strong proficiency in Microsoft Office (with an emphasis on Excel).
• Experience with Bloomberg is encouraged.
• Coding knowledge with any graphical package encouraged.
• Intellectual curiosity and the ability to comprehend and apply investment related principles of advanced mathematical concepts and theory, statistics, accounting, economics, and other practical solutions.
• Ability to write reports, business correspondence, and procedure manuals.
• Ability to effectively present information and respond to questions from coworkers and peers.
• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, and/or governmental regulations.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.