Reporting Intern Job Description

Reporting Intern Job Description

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Reporting intern provides clerical assistance where needed from copying, faxing, creating Word and Excel documents, filing, scanning documents, boxing up files, etc.

Reporting Intern Duties & Responsibilities

To write an effective reporting intern job description, begin by listing detailed duties, responsibilities and expectations. We have included reporting intern job description templates that you can modify and use.

Sample responsibilities for this position include:

Identify and help drive resolution of any major financial discrepancies, verses the plan
Of record
Provide a quick overview of key issues driving the PC business when monthly financials
Develop a basic understanding of daily operational responsibilities and department systems related to NAV calculation
Work independently in the pursuit of information and scoops for our daily New York editorial edition
Work closely with the editorial team to provide updates on the daily developments in the food/nightlife/menswear communities
Organize process of optimizing time of Portfolio Managers and Proxies
Process meeting requests to confirm Managers availability for a meeting
Monitor and coordinate confirmations
Maintain good relationships with investment and distribution business partners

Reporting Intern Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Reporting Intern

List any licenses or certifications required by the position: CPA, CIA, FRM, PMP, CAIA, CMA, CCA, CA, CFA

Education for Reporting Intern

Typically a job would require a certain level of education.

Employers hiring for the reporting intern job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Accounting, Finance, Graduate, Computer Science, Business, Economics, Statistics, Education, Business/Administration, Mathematics

Skills for Reporting Intern

Desired skills for reporting intern include:

Financial instruments and their accounting treatment
Mutual funds/Hedge Fund/Capital Market
Excel
PowerPoint
MS Excel
Microsoft Word
But it is an advantage if you are familiar with Macro/VBA
Word and Excel
MS Word
Microsoft Excel

Desired experience for reporting intern includes:

Experience with SQL, Hyperion a plus
Good time management, multi-tasking, and organizational skills
Interest in the securities/mutual fund industry is preferred
Ability to independently prioritize multiple task, maintain flexibility, and meet conflicting deadlines in a fast paced dynamic organization
Must be willing to bug the hell out of people for information
Must have a burning desire to get the scoop

Reporting Intern Examples

1

Reporting Intern Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of reporting intern. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for reporting intern
  • Support and coordinate new projects
  • Monthly close and forecast
  • Budget / Mid-year Re-Est
  • Ad-hoc finance or operational requests
  • In the role, the Tax Intern will help in preparing the fiscal year end tax provisions for the RIC’s (mutual funds), and in calculating the book to tax adjustments
  • Prepare annual, semi-annual, shareholder and portfolio reports
  • Gain knowledge in production applications, automation framework, and development and testing processes
  • Develop code to enhance the reporting applications and implement new solutions for some new features that are being developed
  • Test code with unit tests and troubleshoot any failures
  • Work with development to understand how to interact with code and work with QA to facilitate requests for automation
Qualifications for reporting intern
  • Must have an interest in editorial and social media
  • Strong interpersonal and phone skills are required
  • Must have interest in Men's style/lifestyle
  • MUST have a love for NYC and a desire to go out and have fun
  • Knowledge of Tableau and Access would be desired
  • 4th/5th year student
2

Reporting Intern Job Description

Job Description Example
Our company is looking for a reporting intern. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for reporting intern
  • Responsible for the daily and monthly control of the delivery of the reports
  • Preparation of Client Reporting’s Monthly Metrics
  • Ensure all deadlines and deliverables are met, both individually and as a team
  • Respond to business, client and third party queries in a timely and efficient manner
  • Ensure that all client reporting issues are being tracked and addressed to proper team
  • Send all internal communication
  • Support the Reporting team in the Monthly & Quarterly close process
  • Support the planning sessions
  • Work on projects related to the European holding company, to build sustainable processes and infrastructure to support business needs
  • Support the reporting team with Ad Hoc analysis required for the leadership team
Qualifications for reporting intern
  • Proficiency with desktop applications
  • A great opportunity to be considered for a full-time career in internal audit upon graduation
  • U.S. work eligibility required
  • Current enrollment in Accounting/Finance undergraduate degree program
  • Professionalism in communication, both written and verbal
  • College degree preferred with concentration in technology or statistics
3

Reporting Intern Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of reporting intern. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for reporting intern
  • During your 6-12 months internship, you will be dedicated to the R2R Closing and Reporting group and gain experience on the job to put your knowledge into practice in a global closing environment
  • You will have the opportunity to work on simplification projects
  • You will have the chance to become familiar with multiple tools and processes and practice your technical and language skills in business environment
  • Competency at financial statement preparation, to include schedule of investments, statement of operations, net assets, and notes to financial statements
  • The preparation of the Annual/Interim Reports for review/completion by more senior members of team
  • Understanding of basic accounting functions including debits and credits posting
  • Awareness of UCITs/Non UCITs/AIF requirements
  • Liaising with clients, auditors and other departments and resolving queries
  • Review of the reports to ensure compliance with the Fund’s prospectus or offering memorandum, Central Bank of Ireland, Irish Stock Exchange, National Futures Association requirements and the relevant GAAP (Irish, US, Lux and IFRS)
  • Setting up the Annual Report/Interim Report for new Funds
Qualifications for reporting intern
  • A combination of education and relevant marketing experience will be considered
  • Prior experience in Cognos Reporting System a plus
  • Strong understanding of Java required
  • Experience developing Web Applications (HTML5, JSP, JavaScript, CSS2, SASS, LESS, ) required
  • Knowledge of Unix and scripting languages required
  • Knowledge of Spring preferred
4

Reporting Intern Job Description

Job Description Example
Our company is growing rapidly and is hiring for a reporting intern. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for reporting intern
  • Recognition and mitigation of potential problems
  • Completeness and accuracy of work product
  • Ability to appropriately handle sensitive information
  • Ability to interpret senior team member needs and offer appropriate options to respond to those needs
  • Ability to work well with multiple workgroups
  • Ability to adapt to and improve changes in systems, practices and processes
  • Gain an understanding of the analytics and respective tools needed to support Blue Distinction evaluations and designations
  • Assist in adhoc operations analytics
  • Assist in process improvements
  • Working with industry data-data cleaning, matching
Qualifications for reporting intern
  • Experience with IntelliJ, Eclipse, GIT, EasyMock and Bamboo preferred
  • Flexible, Quick to Learn
  • Pro-Active, Multi-Tasking
  • Good written and verbal presentation skills (power point)
  • Strengthen knowledge of business analysis tools
  • Exposure to cross function and multi-cultural environment
5

Reporting Intern Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of reporting intern. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for reporting intern
  • Data reconciliation, documentation of methodology
  • Introduction to reporting using Tableau, data visualization, dashboards
  • Support the project manager(s) through all relevant IT reporting phases
  • Directly contribute to the delivery of pre-studies, prototypes and solutions to automate the IT reporting process
  • Support the project manager(s) in data collection and analysis
  • Stakeholder Management Project
  • Understanding our Stakeholder population
  • Automating the collection and review of Stakeholder data
  • Improving and supplementing the current Stakeholder data set
  • Master Priority List maintenance and reporting
Qualifications for reporting intern
  • Building strong network across US, Europe & APAC … good visibility
  • Analytical experience (running models, building walks across multiple scenarios etc)
  • Ability to work efficiently and productively
  • Must be able to work at least 15 hours a week in our NY office
  • Must be a rising Junior or Senior in college
  • Use the accounting technical knowledge in practice

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