Summary
Security Benefit is a leader in the U.S. retirement market with more than $60 billion in assets under management. The Accounting Policy Intern will work closely with the Accounting Policy Director and the team to gain hands-on experience in technical accounting, utilizing AI tools to enhance workflows and processes.
Responsibilities
- Use AI tools and agents to help build and organize a technical accounting knowledge repository, capturing research, precedent, and accounting positions in a structured, searchable format
- Gain exposure to emerging U.S. GAAP and Statutory accounting guidance (FASB, NAIC) by supporting research on real transactions
- Assist with maintaining and enhancing regulatory tracking tools and summaries for internal stakeholders
- Provide support on PBBD (Principles-Based Bond Definition) initiatives, including documentation of decision frameworks and onboarding considerations
- Assist in drafting summaries and supporting materials for accounting policy memos and internal presentations
- Help document and streamline Accounting Policy processes and procedures, including how the team uses AI tools day to day
- Participate in cross-functional discussions (as appropriate) to gain exposure to investment accounting, financial reporting, and actuarial impacts
Skills
- Currently enrolled in a bachelor's degree program in accounting, finance, or a related field, with a genuine interest in technical accounting (no prior technical accounting coursework or work experience required)
- Strong problem-solving and analytical skills
- A willingness to learn and develop industry-related knowledge
- Effective communication skills, both verbally and in written form
- Excellent time management skills and the ability to work independently with guidance
- Comfortable learning new software quickly
- Willingness to work and learn in multiple financial systems
- A team player with a collaborative mindset
- Curiosity about AI tools and agents (e.g., ChatGPT, Claude, Copilot) and interest in applying them to real business and research problems
- Proficiency with Microsoft Word and Excel
Qualifications
Must Haves
- Currently enrolled in a bachelor's degree program in accounting, finance, or a related field, with a genuine interest in technical accounting (no prior technical accounting coursework or work experience required)
- Strong problem-solving and analytical skills
- A willingness to learn and develop industry-related knowledge
- Effective communication skills, both verbally and in written form
- Excellent time management skills and the ability to work independently with guidance
- Comfortable learning new software quickly
- Willingness to work and learn in multiple financial systems
- A team player with a collaborative mindset
Nice to Haves
- Curiosity about AI tools and agents (e.g., ChatGPT, Claude, Copilot) and interest in applying them to real business and research problems
- Proficiency with Microsoft Word and Excel
Benefits