Investment Internship Opportunity

4 weeks ago


La Crosse, Wisconsin, United States Trust Point Inc. Full time
Job Description

Trust Point Inc. is seeking a part-time investment intern to join our team in La Crosse, WI. This 12-24 month internship will provide the opportunity to gain a deeper understanding of the investment and wealth management business.

Main responsibilities include:

  • Assisting in compiling and delivering client meeting investment material.
  • Preparing written security reviews of all stocks, mutual funds, closely held securities, and limited partnerships held by the Company.
  • Generating performance reports for monthly and quarterly distribution.
  • Assisting with the preparation and delivery of fund return information to clients and client contact personnel.
  • Performing special investment projects as needed.

Qualifications for the investment intern include:

  • A high school diploma.
  • Pursuit of a degree in Finance, Economics, or Accounting.
  • Excellent written and verbal communication skills.

This is a part-time position working flexible hours Monday - Friday between 8am - 5pm around your class schedule. Trust Point is proud to be an equal opportunity workplace.



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