Portfolio Governance & Reporting Intern (Full Year 2027)
Boost your chances before you apply.
Western & Southern Financial Group
Cincinnati, OH, US
Summary
The intern will support governance and reporting processes to facilitate strategic decision-making and portfolio oversight. They will also collaborate with cross-functional teams to develop dashboards, reports, and presentations for leadership.
Job Description
Overview
We're seeking a motivated, detail-oriented intern to join our Portfolio Governance & Reporting team. This opportunity offers hands-on experience supporting project governance, executive reporting, process improvement, business operations, and data-driven decision making.
Responsibilities
• Support governance and reporting processes that drive portfolio oversight and strategic decision making.
• Analyze data and develop reports, dashboards, and presentations for leadership.
• Collaborate with cross-functional teams across Finance, Operations, and IT Leaders.
• Gain exposure to business analysis, project management, governance, finance, and executive level reporting.
• Performs other duties as assigned.
• Complies with all policies and standards.
Qualifications
• Currently pursuing a bachelor’s degree in Business, Finance, Accounting, Informatics, Management Information Systems, Project Management, Data Analytics, or a related field (junior or senior preferred; sophomores considered). - Required
• Strong written, verbal, and presentation communication skills. - Required
• Self-motivated learner who works effectively both independently and as part of a team. - Required
• Interest in governance, reporting, financial services, project management, business analysis, or business operations. - Preferred
Physical Demands
•
Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
•
Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
•
Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
•
Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
•
Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
•
Performs substantial movement of wrists, hands, and fingers for continuous computer work.
•
Extended hours required during peak workloads or special projects/events.
Founded in Cincinnati in 1888 as The Western and Southern Life Insurance Company, Western & Southern Financial Group, Inc. is the parent company of a group of diversified financial services businesses that includes the following:
• The Western and Southern Life Insurance Company
• Western-Southern Life Assurance Company
• Columbus Life Insurance Company
• Gerber Life Insurance Company¹
• Integrity Life Insurance Company
• The Lafayette Life Insurance Company
• National Integrity Life Insurance Company
• Eagle Realty Group, LLC
• Fabric by Gerber Life
• Fort Washington Investment Advisors, Inc.²
• Gerber Life Agency³
• Touchstone Advisors, Inc.²
• Touchstone Securities, Inc.⁴
• W&S Brokerage Services, Inc.² ⁴
• W&S Financial Group Distributors, Inc.⁵
¹Gerber Life is a registered trademark. Used under license from Société des Produits Nestlé S.A. and Gerber Products Company.
²An SEC registered investment adviser.
³In the State of California, Gerber Life Agency, LLC is known as and does business as Gerber Life Insurance Agency, LLC.
⁴A registered broker-dealer and member FINRA/SIPC.
⁵ W&S Financial Group Distributors, Inc. (doing business as W&S Financial Insurance Services in CA).
For more information on the Western & Southern family of companies, visit www.westernsouthern.com.
For disclosures/terms of service, visit www.westernsouthern.com/social-media-disclosures.
Company size
1,001-5,000 employees
Industry
Finance
Org type
Privately Held
Headquarters
Cincinnati, OH
Founded in Cincinnati in 1888 as The Western and Southern Life Insurance Company, Western & Southern Financial Group, Inc. is the parent company of a group of diversified financial services businesses that includes the following:
• The Western and Southern Life Insurance Company
• Western-Southern Life Assurance Company
• Columbus Life Insurance Company
• Gerber Life Insurance Company¹
• Integrity Life Insurance Company
• The Lafayette Life Insurance Company
• National Integrity Life Insurance Company
• Eagle Realty Group, LLC
• Fabric by Gerber Life
• Fort Washington Investment Advisors, Inc.²
• Gerber Life Agency³
• Touchstone Advisors, Inc.²
• Touchstone Securities, Inc.⁴
• W&S Brokerage Services, Inc.² ⁴
• W&S Financial Group Distributors, Inc.⁵
¹Gerber Life is a registered trademark. Used under license from Société des Produits Nestlé S.A. and Gerber Products Company.
²An SEC registered investment adviser.
³In the State of California, Gerber Life Agency, LLC is known as and does business as Gerber Life Insurance Agency, LLC.
⁴A registered broker-dealer and member FINRA/SIPC.
⁵ W&S Financial Group Distributors, Inc. (doing business as W&S Financial Insurance Services in CA).
For more information on the Western & Southern family of companies, visit www.westernsouthern.com.
For disclosures/terms of service, visit www.westernsouthern.com/social-media-disclosures.
Company size
1,001-5,000 employees
Industry
Finance
Org type
Privately Held
Headquarters
Cincinnati, OH