Investment Intern

First Business Bank; Madison (WI); Hybrid; USD 17,047 - 24,280; Part time

Benefits offered by this job

Health, Dental, and Vision plans

Paid vacation time (15 days minimum)

Paid sick leave (6 days per year)

Holiday and parental leave benefits

401(k) with company match

Profit sharing contribution

Employee Assistance Program

Wellness programs

Education Assistance Program

Stock Purchase Program

Job summary

First Business Bank in Madison, WI is seeking an Investment Intern for Fall 2026 through Spring 2027. You will work with the Private Wealth team, assisting portfolio managers, wealth advisors, and trust advisors on market data analysis and project work.

You will contribute to model portfolios, maintain asset databases, and support trading operations while developing a strong foundation in investment processes within a publicly traded bank.

Qualifications

• Pursuing a degree in Finance, Accounting, or Business-related field.
• Strong technology proficiency; Excel skills are a plus.
• Attention to detail, problem solving, and ability to meet deadlines.
• Professional attitude with integrity and reliability.
• Interest in financial markets and global economic events.
• Prior investment internship experience is a plus.

Responsibilities

• Contribute to research by compiling and analyzing market data.
• Collaborate with portfolio managers and analysts, sharing insights.
• Assist 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 investment team with project-related analyses.

Skills

Excel

Attention to detail

Problem solving

Reliability

Curiosity about markets

Education

Finance, Accounting, or Business-related field

Tools

Trust accounting platform

Job description

Position at First Business Bank

Investment Internship

First Business Bank is a Top 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:

• 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

Experience the Total Rewards Great People Deserve

As a recognized Top Workplace, we know taking care of our employees and their families directly impacts their success and the success of our company. As part of the Total Rewards package, we take pride in offering eligible employee benefits which include:

• 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
• Plus many other perks and benefits!

Compliance Statement

First Business Bank participates in the E-Verify program. Know Your Right to Work English and Spanish.

First Business Bank is an Equal Opportunity Employer, including Veterans and Individuals with Disabilities.

If you require a reasonable accommodation for any part of the employment process, please email [e-mail].