2027 Investment Internship

Bridges Trust

Omaha, NEOn-siteInternship
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Location
Omaha, NE
Work style
On-site
Job type
Internship
Posted
Oct 14
5 days ago
Career path

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About the company

Bridges Trust

Financial services · 51 to 200 employees

About Bridges TrustBridges Trust is a privately owned, multi-family office and wealth management firm serving successful individuals and families across generations. We bring together expertise in investments, trusts, philanthropy, and strategic planning to help clients navigate complex financial decisions and preserve and grow their wealth. We also serve endowments, foundations, business owners, and corporations.Our team is the foundation of the service we provide. We bring tenacity, sound judgment, and a personal commitment to each client relationship. As we grow, we look forward to welcoming people who share our values of trust, service, excellence, and performance.

Bridges Trust on LinkedIn

What you'll do

  • Conduct investment research and due diligence on managers and asset classes, prepare reports and recommendations, and present findings.
  • Support portfolio management, client materials, investment meetings, and additional research projects.

What you need

  • Currently pursuing an undergraduate or graduate degree in finance, accounting, economics, business, or a related field, with relevant coursework.
  • Requires foundational understanding of equity and fixed-income markets, strong analytical and communication skills, and Microsoft Excel proficiency.
  • Education: a bachelor's degree or a postgraduate degree

Key skills

Microsoft Excelanalyticalproblem-solvingorganizationaltime-managementwritten and verbal communicationequity and fixed-income marketsinvestingFactSetMorningstar DirectZephyr StyleADVISORBloombergCFA designation

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Perks

  • professional development
  • growth opportunities

See full description on company page, apply now

Read the full posting here
About Bridges TrustBridges Trust is a privately owned, multi-family office and wealth management firm serving successful individuals and families across generations. We bring together expertise in investments, trusts, philanthropy, and strategic planning to help clients navigate complex financial decisions and preserve and grow their wealth. We also serve endowments, foundations, business owners, and corporations.Our team is the foundation of the service we provide. We bring tenacity, sound judgment, and a personal commitment to each client relationship. As we grow, we look forward to welcoming people who share our values of trust, service, excellence, and performance.About the internship:The Investment Research Intern will gain hands-on experience conducting external investment manager due diligence, evaluating asset classes, preparing research reports, and developing investment recommendations. The intern will collaborate with members of the Investment Team and contribute to research, portfolio management, and client-related projects.This is an in-person internship based in Omaha, Nebraska. The internship will run from May through August 2027.What you'll do:In this role, you will:Manage assigned investment research projects from initial analysis through final presentation.Research external investment managers and asset classes, participate in due diligence meetings, and prepare detailed assessments.Develop and present a comprehensive company research report and investment recommendation.Participate in monthly Investment Committee meetings and internal Capital Market Expectations meetings.Contribute to weekly discussions regarding capital markets, economic trends, and portfolio implications.Assist with client financial reports, presentations, and other investment-related materials.Support client portfolio management and investment analysis projects.Collaborate with members of the Investment Team on additional research and strategic initiatives.Qualifications:Currently pursuing an undergraduate or graduate degree in finance, accounting, economics, business, or a related field with relevant coursework in finance, accounting, investments, or securities analysis.Foundational understanding of equity and fixed-income markets and a demonstrated interest in investing.Strong analytical, problem-solving, organizational, and time-management skills.Strong written and verbal communication skills, including the ability to present research findings clearly.Proficiency in Microsoft Excel.Experience with FactSet, Morningstar Direct, Zephyr StyleADVISOR, or Bloomberg is a plus.Interest in pursuing the CFA designation is preferred.In joining our team for the internship program, you will work with talented, high-achieving people who come together to serve and support our clients and each other. We offer highly competitive pay and benefits with professional development and growth opportunities.

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