Investment Internship

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    Bridges Trust

    Trust for Generations

    51-200 employeesOmaha, NebraskaFinancial Services
    Actively hiringPaidSummer 2027Financial Services
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    Best applied by Oct 16

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    About the role#

    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. You will collaborate with members of the Investment Team and contribute to research, portfolio management, and client-related projects.

    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.

    What you'll need#

    • Currently pursuing an undergraduate or graduate degree in finance, accounting, economics, business, or a related field.
    • Relevant coursework in finance, accounting, investments, or securities analysis.
    • Foundational understanding of equity and fixed-income markets.
    • Demonstrated interest in investing.
    • Strong analytical, problem-solving, organizational, and time-management skills.
    • Strong written and verbal communication skills.
    • Proficiency in Microsoft Excel.
    • Experience with FactSet, Morningstar Direct, Zephyr StyleADVISOR, or Bloomberg is a plus.
    • Interest in pursuing the CFA designation is preferred.

    Location & details#

    • This is an on-site position based in Omaha, Nebraska.
    • The internship runs from May through August 2027.
    • This is a paid, full-time temporary role.

    About Bridges Trust

    Bridges Trust is a privately-owned firm based in Omaha, Nebraska. It provides wealth management, trust administration, and family office services. The company serves individuals, families, corporations, and foundations. Its team focuses on investment management and philanthropic advisory.

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