Paid Internship for MBA graduate (temporary full-time)
Job description: We need a recent MBA graduate to do some research and analysis regarding best practices around “Rollover IRA’s”.
- What is currently done in the marketplace?
- How are rollover assets being captured, and how are these assets being managed?
- Who are the main players and stakeholders (i.e. 401(k) record keepers and financial advisors)?
Job Requirements:
- Bachelors Degree in business or finance or related degree; 2 year MBA student or recent MBA graduate is preferred
- Demonstrated experience researching and analyzing information while coming up to speed quickly in an unfamiliar field
- Excellent verbal and written skills
- Ability and desire to interact and communicate with people in the field—strong interpersonal and communication skills
Please send a brief cover email and resume: This Paid Internship is expected to last 6-12 weeks and pays up to $25/hour. Local candidates only. This work can be done off-site, and would entail checking in with the CEO on a weekly basis regarding your progress--in person (preferred initially), by email or by phone.
McMorgan Company LLC: We have over 40 years of experience working with labor and management trustees, administrators, members, and consultants. We understand the goals you are trying to achieve and the challenges that can get in the way. With approximately 140 Taft-Hartley funds, Taft-Hartley clients look to McMorgan for investment management and retirement plan services.
Our knowledge of the Taft-Hartley market has inspired us to create a new kind of firm—a firm that, by design, is organized for and around the specialized needs of Taft-Hartley investors.
- At McMorgan, Taft-Hartley is not a line of business; it’s our entire business. We are 100% focused on delivering investment solutions to the Taft-Hartley marketplace.
- We are an independent, employee-owned company that is not burdened with issues related to a parent organization or outside shareholders. The decisions we make are always in the best interests of our clients.
- With independence comes objectivity. We research and monitor a wide opportunity set of investment products and have strategically assembled a collection of those that we believe best serve the Taft-Hartley market.
- We provide a higher level of service based on knowing what Taft-Hartley investors need to be successful. Lacking bureaucracy and red tape, we respond quickly and decisively to our clients and their consultants.
Taft-Hartley trustees have embraced the McMorgan approach—and the new possibilities it creates for their plans and members.
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