Investments Intern
LMCU
Investments Intern
LMCU
Posted 1 day ago
Internship
Knapp, Wisconsin
In Person
Smart Summary
The Investments Intern will support the department by analyzing fixed annuity data, coordinating timely client outreach before surrender dates, and maintaining accurate investment-related records. Responsibilities also include shadowing operations and financial advisors to gain exposure to compliance and daily tasks.
This Investments Intern position requires a student pursuing a degree in Business, Accounting, Finance, or a related field. The role involves analyzing data, assisting with client outreach, and maintaining records within the investments department. A GPA of 3.0 or greater is preferred.
Must Have Skills for ATS
Data Analysis
Client Outreach
Record Keeping
Fixed Annuity
FIRNA Compliance
SEC Compliance
Securities Transactions
Relationship Management Software
Financial Advising
Research
Job Description
Please Note: This internship is being offered May - August 2026
Primary Location: Grand Rapids, MI
Employee Status: Part-time, Hourly
Workplace Type: Fully On-Site
Who we are:
At LMCU, you'll find more than just a job - discover a fulfilling career where your contributions truly matter. Join our talented team at Lake Michigan Credit Union and discover the difference an employer who puts people first can make in your career and life.
About this position:
The Investments Intern will support the Investments department by analyzing fixed annuity data, coordinating timely client outreach, and maintaining accurate investment-related records.
What You'll do:
Research and analyze MaxWealth Management’s book of fixed annuity business to determine surrender dates.
Shadow operations team to gain exposure to FIRNA and SEC compliance and regulations related to processing securities industry transactions and paperwork.
Shadow financial advisors to gain exposure into their day-to-day responsibilities.
Review existing and enter new data in relationship management software to maintain accurate reporting of member accounts who are also investment clients.
Coordinate and schedule reminders for financial advisors to contact clients prior to surrender dates to discuss available options.
What You'll bring:
Major in Business, Accounting, Finance, Economics, or related field of study is preferred.
College student at freshmen, sophomore, junior, senior, or master level status, or a recent college graduate within the last 3 months.
3.0 GPA or greater preferred.
Have additional questions about the role? Email the Talent Acquisition Team at: Careers@lmcu.org.
If you lack access to the internet or require an accommodation in the application process, please send your resume via mail to 5664 Prairie Creek Drive, Caledonia, MI 49316.
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