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FWIA Private Equity Intern

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Western & Southern Financial Group



Summary of Responsibilities:

The internship will be a project-oriented experience. The intern will be assigned various projects during the summer, which could include budgeting, analytical analysis, operations, marketing, client service, compliance, business development, investment research and/or operational/database management-related matters. The intern will obtain direct exposure to Fort Washington Investment Advisors (FWIA) and Western & Southern Financial Group (W&SFG) senior management, and he/she will be expected to generate and deliver a "final" PowerPoint presentation to senior management at the end of the internship period.


Position Responsibilities:

Due Diligence and Fund Monitoring

  • Performs operational due diligence for prospective private equity investments, including completing research, conducting meeting, and documenting conclusions.

  • Prepares consolidation analyses for prospective alternative investments within W&SFG, Opportunities III-B, and Fund IX-B portfolios.

  • Attends at least one annual meeting, documenting key discussions and notes in Dynamo.

  • Develops Excel models and other ad hoc analysis to analyze current investment performance for the portfolio of private equity investments for FWCP and W&SFG.

Private Equity Technology Project

  • Participates in pre-conversion planning activities.

  • Conducts pre-conversion documentation management, including validation of data in Dynamo and Burgiss for completeness.

Fund X Launch

  • Participates in creation of data room for prospective limited partners.

  • Assists LP Relations with pre-close preparation.

  • Prepares management fee schedule for new limited partners for the expected fund term.

  • Provides financial and/or data analysis of selected investment related, operational and/or marketing data sets.

  • Assists in implementing effective processes and procedures for completing and improving work.

  • Assists management in identifying and developing analysis tools necessary to help manage the business.

  • Participates in various projects as assigned by management.

  • Performs other duties as assigned by management.

  • Participates in the W&SFG Enterprisewide internship program.


Selection Criteria:

  • Cumulative GPA of at least 3.2 out of a 4.0; 3.5+ preferred.

  • Proven general knowledge of the functions of accounting, finance and investments, the underlying body of concepts that constitute the investment management industry and the application of those concepts.

  • Demonstrated successful experience in problem-solving situations.

  • Demonstrated excellent verbal and written communication skills.

  • Demonstrated ability to coordinate multiple projects simultaneously and complete assigned tasks accurately and on a timely basis.

  • Proven examples of motivation and proactive personal development.

Work Setting:

  • 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 visual acuity to read a variety of correspondence, reports and forms, and to prepare and analyze data.

Educational Requirements:

  • Working toward bachelor's degree, preferably in accounting, finance, operations, economics, management/
    operations, marketing or business analytics.

  • Between junior and senior year preferred.

Computer Skills and Knowledge of Hardware & Software Required:

  • Familiar with use and knowledge of spreadsheet (Excel) and word processing (MS Word) applications.

Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.):

  • None required.

Position Demands:

  • None.

Associated topics: broker, brokerage, capital, ira, invest, market, security, sell, stock, s p
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