Hartford Funds is a leading provider of mutual funds, strategic beta ETFs, and 529 college savings plans. Hartford Funds believes in human-centric investing—a unique approach that utilizes deep research and insights to understand the rational and emotional ways investors think about money, their investments, and their financial advisors. Hartford Funds’ employees embrace an entrepreneurial spirit and are focused on strengthening financial advisor-client relationships by helping investors better realize their true life goals.
Hartford Funds is looking to hire paid summer 2024 interns for their Wayne, PA office. All interns will follow a hybrid work model (Mon./Fri. remote; Tues./Wed./Thurs. in the office).
Investment (Product/Data Analytics)
Description: This intern role is within the group responsible for the development, management, and promotion of the entire investment product lineup of Hartford Funds. The position will provide exposure to performance measurement and assessment, asset allocation, product lifecycle, and competitive positioning disciplines. The ideal candidate should have the desire to learn about the investment management industry, specifically Mutual Funds and ETFs through the lens of data and data analytics.
Responsibilities of the Role:
- Perform data analysis using industry aggregator tools such as Morningstar and Lipper to create reports and visualizations to help facilitate research and analysis of performance, portfolio characteristics, peers, and competitors
- Assist in the development of business operational improvements through a keen understanding of quality control and quality assurance
- Use understanding of product measures and technical insights to work with team on further developing Data Warehouse with additional data feeds and improvements through Snowflake
- Leverage Snowflake to develop strategies for business solutions
- Work with team on further development of SharePoint site which serves as a reference library and content catalog for internal end-users
- Participate in and observe department meetings around due diligence, research topics, and data analytics.
- Other duties as assigned
Qualifications:
- Must be currently enrolled in college as a Business/Finance/Economics/Math major or Computer/Data Science
- Proficiency in Excel required; ability to acquire skills prior to start of internship may be considered
- Ability to multi-task, manage time efficiently, and work independently with minimal direction and supervision
- Strong troubleshooting, problem-solving skills, and ability to think both from a business and technology standpoint
- Experience with SQL-based databases (Snowflake is a plus)
- Python and/or R
Apply HERE
Investment (Product Communications and RFPs)
Description: This intern role is within the group responsible for the development, management, and promotion of the entire investment product lineup of Hartford Funds. The position will provide exposure to content development for new and existing investment products, including requests for proposal (RFPs), marketing materials, and consultant database narratives.
Responsibilities of the Role:
- Update product content (including sample proposals, fund summaries, pitchbooks) in a timely fashion to reflect changes to a product’s team, philosophy, and process
- Participate in department meetings around RFP responses and content development
- Work with team on further development of consultant database narratives and responses
- Participate in product development and product enhancement projects as they pertain to RFP team deliverables
- Assist in creating materials for product training sessions
- Other duties as assigned
Qualifications:
- Must be currently enrolled in college as a Business/Finance/Economics major, Marketing or Communications major considered if there is also familiarity with financial markets
- Excellent writing and editing skills required
- Familiarity with mutual funds and exchange-traded funds preferred
- Interest in financial markets
- Proficiency in Microsoft Word and PowerPoint required
- Experience in Microsoft Outlook and Excel preferred
- Strong ability to multi-task and handle several projects simultaneously
- Fast learner
- Willing to take on new projects and lend a hand to the team where needed
Apply HERE
Investment Consulting Group
Description: This internship is within the group responsible for supporting the distribution teams from an investment analytics and sales support perspective. The student will play a key role in collaborating with Investment, Sales, Compliance, and Marketing professionals by utilizing various tools to assist in the research and delivery of content across the entire product lineup of Hartford Funds. The position will provide exposure to performance measurement and assessment, asset allocation, product lifecycle, and competitive positioning disciplines.
Responsibilities of the Role:
- Utilize FactSet and Morningstar to develop reports to help investment professionals and sales best position Hartford Funds products, including analyzing performance, portfolio characteristics, peers, and competitors
- Participate in department meetings around due diligence, research topics, and data analytics
- Work with team on further development of HEART (Hartford Enhanced Analytics and Risk Tool) which serves as the primary resource for distribution to engage with financial professionals around portfolio construction best practices
- Partner with Compliance, Marketing, and Sales on various distribution initiatives
- Other duties as assigned
Qualifications:
- Must be currently enrolled in college as a Business/Finance/Economics major
- Experience in Microsoft Word, Outlook, Excel, and Power Point preferred
- Strong ability to multi-task and handle several projects simultaneously
- Familiarity with Mutual Funds and exchange-traded funds preferred
- Interest in Financial Markets
- Strong desire to learn with professional drive
- Willing to take on new projects and lend a hand to the team where needed
Apply HERE
Marketing
Description: This internship will provide the opportunity for a student to play a key role in the marketing department by utilizing marketing technology and collaborating with marketing team members in areas such as research, content creation, analytics, and communication.
Responsibilities of the Role:
- Assist in digital marketing and advertising promotional activities (e.g. social media, email, web, podcast)
- Participate in the planning, scheduling, and editing of social media posts
- Help develop marketing pieces and contribute writing content
- Proof/edit marketing materials
- Assist with trafficking of digital ad creative
- Assist Marketing in design and testing of new web pages for Hartfordfunds.com
- Maintain website content in CMS system
- Support the marketing team in daily administrative tasks
Qualifications:
- Must be a student in good standing currently enrolled in college
- Strong desire to learn along with professional drive
- Solid understanding of different marketing techniques
- Excellent verbal and written communication skills
- Excellent knowledge of MS Office
- Familiarity with marketing computer software and online applications (e.g. website CMS tools, Online analytics, marketing automation, Social Media)
- Strong ability to multi-task and handle several projects simultaneously
- Willing to take on new projects and lend a hand to the team where needed
Apply HERE
Sales Desk
Responsibilities of the Role:
- Extensive use of CRM for various projects
- Build focus customer lists, run competitive analysis reports- Morningstar and CRM
- Conduct territory analysis and gather business intelligence
- Create and execute on sales campaigns aligned with firm initiatives
- Execute customer orders and other various requests
- Assist in various roles including inside sales, sales support, and investment consulting group
- Gain industry and organizational knowledge through daily business interactions and job assignments
Qualifications:
- Proficiency in Microsoft Excel required; experience in Microsoft Word and Outlook preferred
- Strong ability to multi-task and handle several projects simultaneously
- Comfortable with phone conversations and presentation skills
- Interest in capital markets/financial planning preferred but not required
- Must be able to adapt to a fast pace environment
Apply HERE
Please apply by Friday, December 1, 2023. Applications will be reviewed on a first come, first served basis.
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