Business Intern - Treasury (INV)

Please be sure to submit a current resume when applying for this position

 

JOB SUMMARY

The Business Intern provides assistance to the Associate Treasurer in conducting analysis, reporting and accounting related to the GC Unitized Funds. The intern will also work closely with the Investment Fund/Portfolio Manager in the administration of the GC Unitized Funds. The intern will also have specific learning/training opportunities and tasks for growth and skills development. The Intern may assist in managing investment portfolios and with the Treasury-Investments staff with the preparation of monthly and annual statements for GC investment funds and client investment portfolios, investment marketing materials, client communications, monthly accounting entries, reporting packages for management and processing loan and investment transactions, and other assigned projects.

COMPENSATION

• Full-time exempt position with benefits
• Remuneration Range: 73-83% (68K - $77K annually)

BENEFITS

Salary employees receive comprehensive benefits packages, including health insurance, paid time off, and retirement savings plans, etc.

SUPERVISOR

Timothy Aka

ESSENTIAL JOB FUNCTIONS

• Collaborate with the team to prepare reports and documents to be used for client communication such as:
  • Fund Fact Sheets
  • Introductory presentation for the GC Investment Office
  • Fund performance and analysis
  • GC Investment Model analysis and reports
• Assists with management of the GC Stable Value Bond Fund, GC Money Fund, GC Global Equity Index Fund and other GC Unitized Funds by working in close collaboration with investment managers and our internal team by performing such duties as - .
  • Uploading data for the fund to the accounting system.
  • Assisting in the regular monitoring and analysis of fund holdings.
  • Monitoring credit quality of each holding through the use of data providers (i.e. Bloomberg) and rating agencies (i.e. Moody’s).
  • Assisting in the regular accounting and financial management of the fund.
• Assist in the management of the GC Private Real Estate Fund by working in close collaboration with the Loma Linda University Health Foundation’s investment team performing such duties as -
  • Collecting information regarding real estate developers (managers) to assist in the selection of approved managers.
  • Collecting information regarding real estate projects and conducting due diligence on each proposed project.
  • Assisting in the analysis and preparation of regular communications with our investment partners in the fund.
• Performs assigned duties in harmony with departmental guidelines and timelines.
• Must be a member in regular standing of the Seventh-day Adventist Church.
• Must maintain a regular and reliable work schedule.
• Other duties as assigned

QUALIFICATIONS

Education and Experience

• Bachelor’s (BA/BS) degree in accounting, finance, economics, or business.
• Must have successfully completed Accounting I, Accounting II, and Intermediate Accounting coursework.
• Successful relevant experience preferred.

Knowledge, Skills & Abilities

• Extensive knowledge of principles, policies and beliefs of the General Conference and the Seventh-day Adventist Church.
• Sound understanding of economics, capital markets, securities and investments that can be applied to portfolio and risk management.
• Ability to apply accounting principles, procedures, and to create various standard accounting reports/documents required.
• Must be proficient in knowledge, with specific ability to use spreadsheets, word processing and accounting software.
• Must have reasonable typing speed/accuracy especially with numbers
• Must have ability to deal with co-workers in a tactful and pleasing manner.