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Investment Analysis Intern Jobs in Wisconsin (NOW HIRING)

Ashley Global Retail, LLC

Finance Analyst Intern

Arcadia, WI · On-site

$17.75 - $23.25/hr

... analysis that directly impacts the bottom line * Work with confidential financial and operational ... invests in its people, apply today to become a Financial Analyst Intern at Ashley. Equal ...

Kohler Co.

Kohler Intern - Finance

Kohler, WI · On-site

$25.19 - $31.49/hr

Kohler Intern - Finance Work Mode: Onsite Location: Onsite, 4 days, Kohler, WI Term: May 2027 ... Support business cases, investment analysis, process improvement, or strategic projects that ...

Kohler Co.

Kohler Intern - Finance

Kohler, WI · On-site

$18 - $23.75/hr

Support business cases, investment analysis, process improvement, or strategic projects that contribute to Kohler's priorities. * Build technical finance capability through hands-on experience with ...

Kohler Co.

Kohler Intern - Finance

Kohler, WI · On-site

$18 - $23.75/hr

Support business cases, investment analysis, process improvement, or strategic projects that contribute to Kohler's priorities. * Build technical finance capability through hands-on experience with ...

KOHLER

Kohler Intern - Finance

Kohler, WI · On-site

$18 - $23.75/hr

Support business cases, investment analysis, process improvement, or strategic projects that contribute to Kohler's priorities. * Build technical finance capability through hands-on experience with ...

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Investment Analysis Intern information

What does an investment analysis intern do?

An Investment Analysis Intern supports investment teams by researching financial data, analyzing market trends, and assisting in evaluating potential investment opportunities. They often help prepare reports, build financial models, and attend meetings to gain exposure to investment strategies. This role provides hands-on experience in financial analysis and helps interns develop key skills needed for a career in finance or investment management.

What types of projects and tasks can an investment analysis intern expect to work on during their internship?

As an Investment Analysis Intern, you'll typically assist with tasks such as conducting financial research, analyzing market trends, building financial models, and preparing reports for senior analysts. You may also help evaluate investment opportunities, support due diligence processes, and participate in team meetings to discuss findings. Interns often collaborate closely with analysts and portfolio managers, gaining hands-on experience and exposure to real investment decisions. This role offers an excellent opportunity to develop analytical skills and gain insight into the investment decision-making process.

What are the key skills and qualifications needed to thrive as an investment analysis intern, and why are they important?

To thrive as an Investment Analysis Intern, you need strong analytical abilities, proficiency in financial modeling, and a solid foundation in finance or economics, typically supported by relevant coursework or a related degree. Familiarity with Excel, Bloomberg Terminal, and financial databases, as well as basic knowledge of tools like Python or R, is often required. Attention to detail, effective communication, and a proactive attitude are standout soft skills in this role. These skills and qualities are essential for producing accurate analyses, contributing valuable insights, and collaborating effectively within an investment team.

What is the difference between Investment Analysis Intern vs Financial Analyst Intern?

AspectInvestment Analysis InternFinancial Analyst Intern
Required CredentialsTypically pursuing finance, economics, or related degree; some certifications like CFA are a plusSimilar educational background; certifications like CFA may be advantageous
Work EnvironmentFinancial firms, investment banks, asset management companiesCorporations, banks, consulting firms
Employer & Industry UsageUsed in investment-focused roles, analyzing securities and marketsUsed in broader finance roles, analyzing company financials and budgets

Investment Analysis Interns focus on evaluating securities and market trends to support investment decisions, while Financial Analyst Interns analyze company financials for broader financial planning and reporting. Both roles require similar educational backgrounds and are common in finance-related industries, but they differ in specific focus and work environment.

What are popular job titles related to Investment Analysis Intern jobs in Wisconsin?

For Investment Analysis Intern jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Investment Analysis Intern jobs in Wisconsin look for?

The top searched job categories for Investment Analysis Intern jobs in Wisconsin are:

What cities in Wisconsin are hiring for Investment Analysis Intern jobs?

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Investment Analysis Intern jobs near you
Infographic showing various Investment Analysis Intern job openings in Wisconsin as of August 2026, with employment types broken down into 85% Full Time, 12% Part Time, and 3% Contract. Highlights an 81% Physical, 5% Hybrid, and 14% Remote job distribution.

Wisconsin Investment Management Company (WISIMCO) 2027 Summer Analyst Internship Program

Wisconsin Foundation and Alumni Association (WFAA)

Madison, WI

Full-time, Temporary, Internship

Re-posted 10 days ago

Job description

Overview

The Wisconsin Investment Management Company (WISIMCO) is recruiting for the Summer Analyst Intern Program. WISIMCO, the investment division of The University of Wisconsin Foundation, manages UWF's long-term investment assets to maximize the impact of philanthropic gifts supporting the UW community. This role is a full-time, eight-week training program working directly with the Chief Investment Officer (CIO) and investment staff. This experience offers a unique opportunity to learn about various asset classes and investment opportunities while being mentored by an investment professional. The analyst will participate in investment manager meetings, assist in the underwriting of Co-Investment opportunities, and complete research on various economic, investment, and technology projects.  The position requires initiative, attention to detail, and excellent written and verbal communication skills.  The Summer Analyst Intern Program serves as the primary source for WISIMCO's full-time Investment Analyst Program. This position will work on-site at UWF's downtown Capitol Square location. 

Essential Functions

Investment Manager Selection

  • Provide qualitative and quantitative analysis as part of prospective manager due diligence and ongoing manager monitoring across public and private markets.
  • Participate in meetings with prospective managers, external references, and business executives.
  • Draft and publish meeting notes to enhance team awareness of investment updates and new opportunities  
  • Draft reports detailing investment recommendations and actions.

Co-Investment Analysis

  • Provide quantitative analysis including financial modeling for proposed investments.
  • Provide qualitative analysis across segment, geography, and competitors.
  • Participate in meetings with prospective managers, external references, and business executives.
  • Draft and publish meeting notes to enhance team awareness of investment updates and new opportunities  
  • Draft reports detailing investment recommendations and actions.

Research Projects

  • Pursue thematic research within potential new asset classes and investment strategies.
  • Assist in the preparation of internal investment memos and investment committee materials.
  • Contribute to potential areas of improvement across investment and risk processes.
Qualifications

Qualifications:

  • Currently enrolled in post-secondary degree program.
  • Intellectually curious about investing, business models, and portfolio construction.
  • Excellent written and verbal communication.
  • Ability to work independently, meet deadlines, take initiative, and understand priorities.
  • Sense of professional integrity and discretion in handling confidential information.
  • Ability to interact with business executives and appropriately and professionally represent WISIMCO.
  • Proficiency with Microsoft office products, specifically with Excel.
  • Prior investing experience is not required.

The Wisconsin Foundation and Alumni Association is an Equal Opportunity Employer. *The Wisconsin Foundation and Alumni Association is the "doing business as" name of the merged organization comprising the University of Wisconsin Foundation (supportuw.org) and the Wisconsin Alumni Association (uwalumni.com). Its legal corporate name is registered as the University of Wisconsin Foundation.

Employment Type: OTHER

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