Alera Group, Inc. · 5 days ago
Financial Services Intern
Minneapolis, MN
Internship
Hybrid
Intern
$25/hr - $25/hrAlera Group, Inc. is a rapidly growing company specializing in Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. They are seeking a Financial Services Intern to provide support in conducting research and assisting with projects related to investment analysis and management, while gaining practical experience and developing professional skills.
Employee BenefitsFinancial ServicesInsuranceRisk Management
Responsibilities
Support day-to-day client service activities in collaboration with the wealth management and retirement services teams
Assist with the preparation of fixed-income portfolio investment analysis, retirement plan analyses, and financial plans
Conduct market and investment research, compiling data for use in portfolio strategy and client presentations
Participate in team meetings, strategy discussions, and intern cohort projects
Collaborate with peers across multiple departments to gain broad organizational exposure
Qualification
Required
Undergraduate student with a concentration in finance, economics, business, risk management, or another closely aligned area of study; preference given to juniors and seniors
Strong communication skills and attention to detail
Demonstrated ability to learn quickly, ask questions, and solve problems
Team-oriented mindset with a positive approach to collaboration
Interest in working within a dynamic, multi-offering, client-centered environment
Preferred
Proficiency with Excel and AI, with some understanding of bonds and stocks is preferred, strong plus for python proficiency
Company
Alera Group, Inc.
Alera Group is a growing leader, reimagining the complex risk management, insurance and financial services delivery experience through intentional collaboration connecting clients to holistic solutions that protect and grow all they value most.
Founded in 2017
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$1.1BKey Investors
Bank of MontrealGenstar Capital
2025-05-01Debt Financing· $1B
2023-04-12Private Equity· $100M
2017-01-04Private Equity
Leadership Team
Jim Blue
Chief Executive Officer
Alan Levitz
Executive Chairman
Recent News
2025-10-21
Company data provided by crunchbase