Summer Associate Internship (Support - Navy Federal Investment Services)
Overview
The Navy Federal Investment Services (NFIS) support team provides diverse administrative support to clients/potential clients, third parties (e.g., merchants, financial institutions, etc.), and employees including Investment Advisors (IAs) and Financial Advisors (FAs) through various media channels.
The Summer Associate will support existing team projects, contribute to process improvements, and learn a high-level understanding of the wealth management support process. Throughout the internship, the Summer Associate will gain knowledge of researching, follow-up, and redirect to support the team's first call resolution methodology.
The Summer Associate Program is a 12-week internship program beginning in May 2026 and ending in August 2026. Students will work on impactful projects and meaningful work during their internship. To qualify for this position, applicants must be currently pursuing a degree from an accredited college or university and have an anticipated graduation date of December 2026 or later.
Responsibilities
- Shadow team members to provide a venue for the financial services support experience
- Collaborate with team members to understand the business process of financial services support
- Conduct research on reference material to recommend and apply streamlined enhancements
- Collaborate with various levels of staff to accomplish tasks/assignments
- Assist leaders with data collection and analysis projects to improve current processes
- Identify and track cross-project dependencies and impacts; communicate issues and provide solutions
- Ensure confidentiality and safeguarding of records and information
- Perform other duties as assigned
Qualifications
- Currently pursuing a degree in Economics, Finance, Business, or another related degree
- Basic skill maintaining accuracy with attention to detail and meeting deadlines
- Basic skill interacting with staff, management, members diplomatically & tactfully
- Project management or coordination experience
- Resourcefulness and critical thinking skills
- Excellent written, verbal, and presentation skills
- Ability to work independently and in a team environment
- Ability to work effectively and efficiently with automated systems
- Experience using Microsoft Office products to create reports, data compilations, and presentations
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks.
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Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected Veteran.
Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position
Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
Perks and Benefits
Health and Wellness
- Health Insurance
- Health Reimbursement Account
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- FSA
- HSA
- Fitness Subsidies
- On-Site Gym
- FSA With Employer Contribution
Parental Benefits
- Birth Parent or Maternity Leave
- Non-Birth Parent or Paternity Leave
- Adoption Leave
- Adoption Assistance Program
Work Flexibility
- Flexible Work Hours
- Remote Work Opportunities
- Hybrid Work Opportunities
Office Life and Perks
- Commuter Benefits Program
- Casual Dress
- Company Outings
- On-Site Cafeteria
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Personal/Sick Days
- Leave of Absence
- Volunteer Time Off
Financial and Retirement
- 401(K)
- 401(K) With Company Matching
- Pension
- Performance Bonus
- Relocation Assistance
- Financial Counseling
Professional Development
- Tuition Reimbursement
- Learning and Development Stipend
- Promote From Within
- Shadowing Opportunities
- Access to Online Courses
- Lunch and Learns
- Internship Program
- Leadership Training Program
- Associate or Rotational Training Program
- Mentor Program
Diversity and Inclusion
- Diversity, Equity, and Inclusion Program
Company Videos
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