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TruStage

Co-branded insurance and investment solutions

Fixed Income Intern

Equity & Credit ResearchConfirmed live in the last 24 hours
Internship · Summer 2027Madison, WI, USA$18 - $28

About the Job

Requirements

  • Students must be pursuing an undergraduate degree and have an expected graduation date of December 2027 or later.
  • Candidates who now or in the future require company sponsorship for an immigration-related employment benefit are not eligible to apply.
  • Candidates must be working toward a relevant degree or have equivalent work experience.
  • Candidates must demonstrate knowledge of Microsoft Office; advanced Excel skills, including building dynamic models and reports, are required.
  • Candidates must have strong analytical, critical-thinking, problem-solving, and decision-making skills.
  • Candidates must demonstrate interpersonal and customer service skills.
  • Candidates must have excellent communication skills.
  • Candidates must demonstrate intellectual curiosity and a desire to learn.

Responsibilities

  • Work with the Head of Credit Research and rotating Senior Analysts on projects including corporate earnings reviews, private placement new issues, sector reviews, and other projects.
  • Present portions of a private placement new issue at an investment committee meeting.
  • Gather and organize data for reports and projects.
  • Prepare written earnings reports and project materials.
  • Attend and participate in meetings.
  • During the final two weeks, prepare and present an investment recommendation or sector review on a topical area to a small group of the Fixed Income team.

Desired Qualifications

  • Pursuing a degree with a major in Finance, Accounting, or Economics.
  • Has obtained or is willing to obtain the Chartered Financial Analyst (CFA) credential.
  • Experience working with data tools and integrating financial data add-ins such as Bloomberg is preferred.
  • Experience with data visualization tools such as Tableau or Power BI, and programming languages such as Python, SQL, R, Java, or similar, is preferred.
  • Ability to independently learn analytical software and data tools.
  • Experience with artificial intelligence tools such as Co-Pilot is preferred.

About the Company

TruStage

Co-branded insurance and investment solutions

TruStage provides insurance and investment products to credit union members through a B2B2C model with partner credit unions. It offers co-branded life, auto, and home insurance and retirement/investment options, sold through the credit unions to everyday consumers as simple and affordable options. Its approach relies on the trust and relationships of credit unions, rather than direct-to-consumer marketing. The goal is to help everyday people achieve financial security by making insurance and investment products accessible through trusted credit unions.

Company size
11-50
Company stage
Not listed
Total funding
Not listed
Headquarters
Madison, WI
Founded
1935

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