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Investment Intern Jobs (NOW HIRING)

Waldron Private Wealth

Investment Intern

Wayne, PA · On-site

Waldron Private Wealth (Waldron) is looking for an Investment Intern to be apart of an Internship Program that is a multi-semester program in which students will have the opportunity to learn the ...

Waldron Private Wealth

Investment Intern

Wayne, PA · On-site

Waldron Private Wealth (Waldron) is looking for an Investment Intern to be apart of an Internship Program that is a multi-semester program in which students will have the opportunity to learn the ...

Reafco

Real Estate Investment Intern

Columbus, OH · On-site

$1 - $20/hr

The Real Estate Investment Intern program provides structured exposure to investment-focused brokerage operations. Interns may gain experience in: * Deal sourcing systems and lead tracking * Market ...

Fortitude Re

Investments Intern

Jersey City, NJ

$15.75 - $21/hr

Becoming an Investments Intern is a great way to enhance your business acumen and gain insight into ... Collaborate with Investment Managers and internal teams to support investment recommendations and ...

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Investment Intern information

What are the typical responsibilities of an investment intern?

As an Investment Intern, you can expect to assist with market research, data analysis, and preparing presentations for investment meetings. You'll often support senior analysts and portfolio managers by collecting financial data, tracking industry trends, and helping to evaluate potential investment opportunities. This hands-on involvement enables you to directly contribute to the team's decision-making process while gaining practical experience in investment analysis. The collaborative environment also offers exposure to different investment strategies and provides valuable learning opportunities for career growth.

What are the key skills and qualifications needed to thrive as an investment intern?

To thrive as an Investment Intern, you need a strong grasp of financial analysis, accounting principles, and coursework in finance or economics, often supported by progress toward a relevant degree. Familiarity with Excel, financial modeling tools, and data platforms like Bloomberg or FactSet is typically expected. Strong analytical thinking, attention to detail, and effective communication skills help interns stand out in supporting investment decisions. These competencies are crucial for accurately evaluating investment opportunities and contributing value in a fast-paced finance environment.

What does an investment intern do?

An investment intern supports financial analysis, research, and data collection for investment teams. They assist with preparing reports, analyzing market trends, and may use tools like Excel or financial modeling software. The role provides exposure to investment strategies and requires strong analytical and communication skills.
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Investment Intern jobs near you
Infographic showing various Investment Intern job openings in the United States as of August 2026, with employment types broken down into 92% Full Time, 6% Part Time, and 2% Contract. Highlights an 84% Physical, 6% Hybrid, and 10% Remote job distribution.

Investment Intern

First Business Bank

Madison, WI • On-site

$15 - $20.25/hr

Internship

This job post has expired 3 days ago. Applications are no longer accepted.

Job description

Investment Internship

First Business Bank is aTop Workplaces USA company, learn morehere.

At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us.

As an intern with First Business Bank,you will gain valuable work experience in a professional environment, leveraging your prior experience, education, and involvement. Our interns play an essential role in the departments they are part of, working on important responsibilities, special projects, and networking with our teams.

Important Information - Internship Length, Hours, & Schedule: This internship will start Fall Semester 2026 and will run through at least the end of Spring semester 2027, with a minimum of 15 hours per week. Flexibility of working hours during the semester will be available between 8am-5pm. Applicant must be able to work from the Madison office 2 days per week.

Internship Purpose:This position will provide an opportunity to work closely with the Private Wealth team of a publicly traded commercial bank, including working with a team of portfolio managers, wealth advisors, and trust advisors.

  • Contribute to research efforts by compiling and analyzing market data relating to macroeconomics, fundamentals, and valuation
  • Collaborate with portfolio managers and analysts, contributing thoughts, ideas, and insights derived from data analysis
  • Assist the team in constructing model portfolios and optimizing asset allocation
  • Maintain asset database in trust accounting platform
  • Support trading operations by reviewing trade tickets and booking bonds
  • Support the investment team with project-related analysis and review

Work Model: Requirement for this position to be based out of our Madison office for the summer; therefore, a local candidate is required.

Requirements: Candidate must demonstrate the following:

  • Pursuing a degree in Finance, Accounting, or Business-related field
  • Strong technology proficiency(strong skills in Excel a plus)
  • Excellent attention to detail, problem solving skills, and ability to prioritize work to meet various levels of deadlines
  • Professional attitude with a high level of integrity and reliability
  • Intellectual curiosity about the financial markets and global economic events
  • Previous investment internship experience and/or interest in investments, asset allocation, trading, and modeling a plus
Employment Type: Intern

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