Paid Intern, Investment/ALM

Vizo Financial Corporate CU

. Assist investment and ALM teams in supporting credit union investment officers and chief financial officers .

Posted 10/31/2026internshipGreensboro • North Carolina • United StatesEntry Level💰 $18 - $20 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong analytical and research capabilities in investment and asset-liability management, with proficiency in data management and report preparation. Familiarity with financial strategies and tools, including Bloomberg Terminal and advanced Excel applications, is essential for supporting credit union executives.

Highest-signal resume keywords

Investment AnalysisALM AnalysisData ManagementReport PreparationBloomberg Terminal Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisFinancial ModelingInvestment ManagementPortfolio AnalysisAdvanced Excel Applications

Soft Skills

Research SkillsCustomer Relations

Tools & Technologies

Bloomberg TerminalMicrosoft Office SuiteWebExZoom

Industry Keywords

Credit UnionEconomic IndicatorsMonetary PolicyInterest RatesInvestment Products

About the role

Key responsibilities & impact

Assist investment and ALM teams in supporting credit union investment officers and chief financial officers
Provide investment and ALM analysis and research
Help manage data and create reports and presentations for credit union executives
Regularly use Bloomberg Terminal to monitor market conditions and interest rates
Maintain knowledge of balance sheet and investment management strategies
Assist analysts with investment and liquidity/funding strategies
Input data into the internal portfolio analytical system
Create reports and analyze portfolio data
Keep analytical models current and generate reports and analysis as needed
Monitor economic news, market rates and trends, Federal Reserve monetary policy, investment products, economic indicators, and issuer/rating agency information

Requirements

What you’ll need

College student pursuing a degree in economics, finance, money and banking, and/or accounting
Strong data and research skills
Experience preparing reports
Experience with modeling and analysis preferred
Knowledge of financial recommendations preferred
Bloomberg experience helpful but not required
Proficiency with Microsoft Office Suite, including Outlook, Office 365, Word, and PowerPoint
General internet knowledge
Familiarity with web presentation software such as WebEx and Zoom
Familiarity with advanced Excel applications, including embedded formulas, Power Query, and pivot tables
Background in customer relations or sales helpful
Ability to work Monday–Friday, 15–25 hours per week
Successful completion of post-offer background checks, including criminal, employment, education, credit, motor vehicle, and drug screening checks as applicable

Benefits

Comp & perks

Excellent 401(k) program
Competitive salary and benefits package
Professional development opportunities
Employee-focused company
Work from home arrangement
Potential to meet in the office once per week if residing within commuting distance