Financial and Data Analyst Intern
Host Company:
Morningstar
Location:
Dates of Internship:
June 11 - August 3, 2012
Language Level:
5 (Native English Speaker)
Internship Description:
Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individuals, financial advisors, and institutions.
Morningstar provides data on approximately 330,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 5 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services and has more than $167 billion in assets under advisement and management as of September 30, 2011. We have operations in 26 countries.
We offer investment consulting and retirement planning services through Morningstar Associates, LLC and Ibbotson Associates; registered investment advisors and wholly owned subsidiaries of Morningstar, Inc. We also offer Morningstar® Managed
Portfolios , an asset management service for financial advisors, through Morningstar Investment Services, Inc., a registered investment advisor, broker/dealer, and a subsidiary of Morningstar, Inc.
.
Skill & Experience Required:
Intern should be interested in global financial markets and have a level of comfort with data management, research, and financial analysis. Proficiency in Microsoft office software, especially excel is required. The ideal candidate will actively seek opportunities to enhance existing processes, develop new ones, and add new data to Morningstar's database of fund information.
Sample Projects:
Intern may assist the Operations team with data collection, maintaining data quality, and searching for opportunities to enhance data. Intern will identify new funds, verify data accuracy by analyzing statistics, and will make sure data is complete.
Data department projects include:
- Running queries on European/MENA funds
- Researching financial regulations
- Analyzing prospectuses
Benefits for Intern:
- Work for an internationally recognized financial firm in a highly international, small group environment
- Acquire deep knowledge of European/MENA funds market
- Build knowledge of Morningstar products
Benefits for Company:
Data entry and analysis is a key success driver for Morningstar, and a well-suited skill to learn for interns because of its time constraints and mix of responsibilities.
Placement Functions:
