Investments Intern

Globe Life Liberty National Division- The Jackson Agencies

McKinney, TXFresher1h agovia LinkedIn

This job at a glance

Who can apply
New grads and up to 1 year · MBA / PGDM
Must know
ValuationFinancial analysisMicrosoft OfficeAccounting
Nice to have
Bloomberg
Work
On-site in McKinney · internship
Pay
Not stated by the employer.
Skill demand
Accounting84%Financial analysis60%Microsoft Office47%Valuation6%of 108 similar entry-level jobs posted in the US this week
Listed
Nov 6, 2026 · still open

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About the Role

Globe Life is seeking an Investments Intern to join the team for the Summer 2027 internship program. This on-site position in McKinney, TX, offers hands-on experience in asset management, security analysis, capital markets, and valuation. The internship focuses on supporting a disciplined investment selection and review process through corporate bond and municipal credit research.

Key Responsibilities

  • Analyze credit risk through research on corporate and municipal debt issuers.
  • Monitor and report on company-specific and industry-wide developments and trends through verbal and written communication.
  • Perform a variety of financial analyses, including reinvestment break-even and scenario/sensitivity analyses.
  • Present industry and sector outlooks and provide investment recommendations to management.

Requirements & Tech Stack

  • Solid academic background with progress toward an undergraduate degree in finance, accounting, economics, mathematics, or a related field.
  • Firm understanding of and interest in capital markets, including equities, bonds, derivatives, and alternative investments.
  • Strong analytical and reasoning skills with the ability to efficiently evaluate large quantities of information with attention to detail.
  • Proficiency in financial statement analysis.
  • Excellent organizational, interpersonal, written, and verbal communication skills, including the ability to construct and defend a recommendation.
  • Self-motivated with a demonstrated sense of ownership over assigned responsibilities.
  • Proficiency in Microsoft Office.
  • Bloomberg terminal experience is a plus.
  • Minimum 3.0 GPA.
  • Ability to work 40 hours per week.
  • Must be a U.S. citizen or legal resident.
  • Junior, Senior, MBA, or MSF student preferred.
  • Interest or participation in the CFA Program preferred.
  • Willingness to collaborate on team projects, support colleagues as needed, and contribute to various initiatives across the department preferred.

Program Details

  • Internship Duration: 10 weeks, from June 7th to August 13th, 2027.
  • Location: McKinney, Texas.

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