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Investment Intern – Wealth & Markets Research

Job in Madison, Dane County, Wisconsin, 53774, USA
Listing for: First Business Financial Services, Inc.
Part Time, Apprenticeship/Internship position
Listed on 2026-08-03
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below

Investment Internship

First Business Bank is aTop Workplaces USA company, learn more here.

At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority — they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other’s differences, and a focus on improving our communities, we are confident you’ll find the experience is your advantage.

We’re delighted you’re considering joining us.

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.

Important Information – Internship Length, Hours, &

Schedule:

This internship will start Fall Semester 2026 and will run through at least the end of Spring semester 2027, with a minimum of 15 hours per week. Flexibility of working hours during the semester will be available between 8am-5pm. Applicant must be able to work from the Madison office 2 days per week.

Internship

Purpose:

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.

  • 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
Work Model:

Requirement for this position to be based out of our Madison office for the summer; therefore, a local candidate is required.

Requirements

Candidate must demonstrate the following:

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