Expected timeframe of internship: Mid- May through August 2026
Intern Position Objective:
- 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).
Tasks to be performed
- 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.