Intern – Investment Management

As an Intern – Investment Management at Edelman Financial Engines, your daily responsibilities will include collaborating with the Financial Technology team to develop and enhance software components for workplace sponsor portfolio analysis. These tools will be crucial in helping portfolio managers and operations teams streamline their processes. You will also engage in software coding, debugging, and testing, allowing you to put your engineering skills into practice while learning from experienced professionals in the field.

To qualify for the Intern – Investment Management position at Edelman Financial Engines, candidates must be rising sophomores or juniors with a strong foundation in a relevant major such as Business, Finance, Economics, Statistics, or Computer Science. Hands-on experience in Python engineering, particularly with frameworks like Flask and Vue.js, is essential. Familiarity with SQL and JavaScript is a plus, but most importantly, a willingness to learn and a genuine interest in finance and technology is crucial.

The Intern – Investment Management position at Edelman Financial Engines plays a significant role in advancing our mission to provide accessible financial planning and investment advice to everyone. By developing essential tools that support our portfolio managers and compliance teams, you help streamline operations and enhance the services we provide to over 1.3 million clients. This technical support allows us to focus on delivering personalized financial education and planning, which is at the heart of what we do.

During your internship at Edelman Financial Engines, you will develop a mix of technical and interpersonal skills. You'll gain hands-on experience in software development, especially in Python and front-end technologies like Vue.js. You'll also sharpen your problem-solving abilities and learn to navigate complex financial concepts. Additionally, working closely with a collaborative team will enhance your teamwork and communication skills, providing you with a well-rounded professional experience.

At Edelman Financial Engines, teamwork is highly valued and integral to our success. As an Intern – Investment Management, you can expect a collaborative environment where your ideas and contributions are welcomed. You'll work alongside experienced professionals who are eager to share their knowledge and support your growth. Our culture encourages open communication and mutual respect, ensuring that all team members, including interns, feel valued and included in the mission to improve our clients' financial lives.

In response to this question, you should detail specific projects where you utilized Python, highlighting the tools and libraries (e.g., Flask, SQLAlchemy) you used. Discuss your role in the project and how your input made a positive impact. This showcases both your technical skills and your ability to apply them in a real-world setting.

This question seeks to evaluate your understanding of financial topics and your communication skills. Pick a concept like 'diversification' and relate it to everyday examples, explaining how it helps reduce investment risk. This demonstrates your ability to comprehend complicated ideas and convey them effectively, which is critical in a client-driven environment.

When answering this question, express your enthusiasm for combining finance with technology. Talk about any personal experiences or projects that sparked your interest in FinTech, and mention how you see technology transforming the financial industry, especially in terms of accessibility and innovation.

To effectively answer this question, tell a story about a specific project where teamwork was crucial for success. Highlight your role, how you collaborated with others, any conflicts that arose (and how they were resolved), and ultimately, what the outcome was. This showcases your ability to work well with others and adapt in team settings.

For this question, align your response with Edelman Financial Engines' mission and values. Talk about your desire to help people achieve their financial goals and how the internship aligns with your career aspirations. Highlight your passion for innovative financial solutions and your eagerness to learn from a reputable firm.

Make a list of tools and technologies relevant to the position, such as Python, Flask, Vue.js, SQL, and any relevant libraries. Elaborate on how you’ve employed these tools in project work, enhancing your credibility as a skilled candidate who is ready to contribute from day one.

In your response, share your organizational skills and methods for managing time effectively, such as using project management tools or creating a priority matrix. Provide an example showing how you successfully balanced various deadlines, demonstrating your capability to handle the intern workload.

To answer this question, think critically about potential challenges such as learning specific technologies quickly or working under tight deadlines. Discuss your proactive approach to learning, such as dedicating time to study, seeking mentorship from colleagues, and your adaptability in high-pressure situations.

Mention any resources you utilize to keep abreast of the latest developments, such as finance blogs, podcasts, webinars, or professional groups. This illustrates your commitment to continuous learning, which is vital in the ever-evolving fields of finance and technology.

Discuss your eagerness to learn about both the technical and financial aspects of the internship. You might mention wanting to deepen your programming skills, understand the financial advisory industry better, and get hands-on experience in developing tools that make a difference in clients' lives. This shows your motivation and clear goals for your professional development.