Investment Portfolio Assistant

2 weeks ago


La Crosse, Wisconsin, United States Trust Point Inc. Full time
About This Role

We are seeking an Investment Portfolio Assistant to join our team at Trust Point Inc. in La Crosse, WI.

This is a 12-24 month part-time internship that will provide the opportunity to gain a deeper understanding of the investment and wealth management business.

Key Responsibilities
  • Assist in compiling and delivering client meeting investment materials.
  • Prepare written security reviews of stocks, mutual funds, closely held securities, and limited partnerships.
  • Generate performance reports for monthly and quarterly distribution.
  • Support the preparation and delivery of fund return information to clients.
  • Conduct compliance reviews of investment policy statements.
Qualifications
  • Pursuing a degree in Finance, Economics, or Accounting.
  • Excellent written and verbal communication skills.
Work Schedule

This is a part-time position working flexible hours Monday - Friday between 8am - 5pm around your class schedule. The opportunity to pick up more hours during the summer months is available.



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