Investment Internship Summer 2024

Found in: Resume Library US A2 - 1 week ago


Milwaukee Wisconsin, United States Johnson Financial Group Full time
Overview:
Johnson Financial Group is looking for an Investment Intern for Summer 2024 in Downtown Milwaukee.

 

As an Investment Intern with JFG, you will gain hands on experience working in our Wealth department specifically with the Portfolio Management, Investment Research, Financial Planning, and Trading teams.  Johnson Wealth is the largest Registered Investment Advisor in Wisconsin and is a top 50 RIA in the US.  As an intern, you will be provided with job skills and training, personal development, and networking opportunities.

 

During this internship you will:

Learn about JFG’s investment process and philosophy for portfolio construction

Support Portfolio Managers and Investment Analysts in various ad-hoc projects

Gain exposure to high-net worth individuals and corporate clients and attend client meetings with members of the Wealth team

Participate in strategy meetings for Equities, Fixed Income, and Alternatives

Meet with external partners such as fund managers and research providers

Assist with quarterly performance reporting and investment commentary

Utilize applications such as MorningStar, Excel, Bloomberg, and other financial tools

 

Qualifications:

Actively seeking a degree in finance, economics, or related field

Junior or Senior standing

Minimum GPA of 3.0

Member of a financial or investment organization a plus

 

Duration:             10 weeks June 3rd – August 9th 2024

Salary:                 $18.00/ hour

 

About UsJohnson Financial Group is a privately held, full service financial services company, based in Racine, WI offering expertise in banking & wealth. We use a team approach to provide our personal and business customers with responsive and comprehensive custom solutions. Our unique structure allows us to respond quickly, leveraging a wide range of products and services few other financial institutions can match.

 

Our Priorities and Guiding Values:

We believe in acting with ethics and integrity in all we do

We believe in the importance of customers, and hold ourselves accountable for our interactions

We believe in the dignity of all people and the strength of teams

We believe in the importance of family and community

 

Johnson Financial Group is an Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities.



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