Investment Intern

First Business Bank • Madison, WI

1d • Onsite

About The Position

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. 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.

Requirements

• 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

Nice To Haves

• Previous investment internship experience and/or interest in investments, asset allocation, trading, and modeling a plus

Responsibilities

• 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

Benefits

• Comprehensive Health, Dental, and Vision plans
• Competitive compensation, with a focus on professional development and internal mobility
• Paid vacation time (15 days minimum per year)
• Paid sick leave (6 days per year)
• 1 day paid volunteer time
• 10 paid holidays (annually)
• Paid parental leave
• 401(k) program with company matching, plus additional profit sharing contribution
• Performance based annual incentive program
• Free and confidential Employee Assistance Program
• Wellness programs
• Education Assistance Program
• Employee Stock Purchase Program

What This Job Offers

• Job Type: Part-time
• Career Level: Intern
• Education Level: Associate degree