Investment Research Internship - Hands-On in Omaha (2027)

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

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.