Intern - Investments

Trust Point Inc. • La Crosse, WI

3d • Onsite

About The Position

Recognized as a BEST PLACE TO WORK for the 9th year in a row, Trust Point Inc. of La Crosse, WI. is looking to fill an in-person, 12-24 month part-time internship in our Investment department beginning Spring 2026.
ABOUT TRUST POINT INC.
For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations. It is our goal to provide outstanding client service in order to help our clients achieve their financial goals.
Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive, not only to our clients but to each other. Our CEO embodies our supportive culture and has an open-door policy.
A DAY IN THE LIFE OF AN INVESTMENT INTERN
As an intern in our investment department, you arrive each day ready to respond to the daily needs of our Investment Department to enable your team to meet their goals in all internal and external client contact services.
This position will provide the intern with a fantastic opportunity to gain a greater understanding of the investment and wealth management business. It will also offer an excellent opportunity for interaction with investment analysts and portfolio managers on staff.

Requirements

• High School diploma required
• Pursuit of a degree in Finance, Economics, or Accounting
• Excellent written and verbal communication skills

Responsibilities

• Assist in compiling and delivering client meeting investment material.
• Prepare written security reviews of all stocks, mutual funds, closely held securities, and limited partnerships held by the Company, in a timely manner.
• Assist in generating performance reports for monthly and quarterly distribution.
• Assist with the preparation and delivery of fund return information to clients and client contact personnel.
• Assist in the compliance review of investment policy statements.
• Perform special investment projects on an as needed basis.

What This Job Offers

• Job Type: Part-time
• Career Level: Intern
• Education Level: High school or GED
• Number of Employees: 11-50 employees