2027 Investment Internship

Bridges Trust; Omaha (NE); On-site; USD 25,000 - 36,000; Full time

Benefits offered by this job

Competitive pay

Job summary

Bridges Trust in Omaha, Nebraska invites an Investment Research Intern to 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.

The internship runs May through August 2027 and is in-person in Omaha.

Qualifications

• Currently pursuing an undergraduate or graduate degree in finance, accounting, economics, business, or 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.

Responsibilities

• 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.

Skills

Analytical skills

Excel proficiency

Research skills

Written & verbal communication

Education

Undergraduate or graduate degree in finance or related field

Tools

FactSet

Morningstar Direct

Zephyr StyleADVISOR

Bloomberg

Job description

About Bridges Trust

Bridges Trust is a privately-owned trust and wealth management firm providing comprehensive trust, wealth management, family office, and strategic planning services for a growing client base of successful individuals and families, endowments and foundations, business owners, and corporations. Our experienced team of professionals in investments, trusts, and philanthropy are dedicated to helping our clients develop and implement innovative and effective strategies to preserve and maximize their wealth across generations.

Bridges Trust is built on the tenacity and ethic of our team members. We are united in our commitment to deliver expertise and unparalleled service and look forward to adding team members who align with 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.

Location & Duration

This is an in-person internship based in Omaha, Nebraska. The internship will run from May through August 2027.

What You’ll Do

• 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.

Benefits

• We offer highly competitive pay and benefits with professional development and growth opportunities.