FINANCE INTERNSHIP OPPORTUNITIES

FULL-TIME – SUMMER 2024

JOIN OUR TEAM!
Are you ready for a rewarding internship experience in a professional and fun work environment? WoodTrust Bank is offering a unique opportunity for motivated individuals to join our team in the Summer of 2024! We recognize the value of each associate and their crucial role in our success. We are currently seeking candidates for both our investment and lending teams, offering two distinct internship tracks: Credit Analyst Intern in our Loan Operations department or Investment Research and Operations Intern in our Investment Management and Trust department.  

MISSION STATEMENT
WoodTrust is dedicated to nurturing emerging talent and cultivating future leaders through our commitment to providing impactful internship experiences. Our goal is to foster professional growth by offering interns mentorship, comprehensive training and engaging them in real-world projects. We believe in equipping interns with the necessary business acumen, building their capabilities and unlocking their full potential.

By investing in the next generation, we aim not only to strengthen our talent pipeline but also to contribute to the broader success of our company and community. We understand the importance of retaining promising individuals who will play a pivotal role in shaping the future. WoodTrust takes pride in our role as a catalyst for professional development, and we are excited about the positive impact our interns will have on our organization and the community at large! 

WHY WOODTRUST?
With approximately $5 billion in client assets under management and $600 million in bank assets, WoodTrust is among the largest privately owned, full-service financial institutions in central and northern Wisconsin. Serving individual, family, corporate, and not-for-profit customers in 35 states since 1891, we prioritize our core value: the customer is #1.

Our commitment extends beyond our customers to our associates. At WoodTrust, we aim to provide an environment that fosters learning, growth and success. We focus on long-term employment and incentivize our teammates to build their careers with us. If you’re passionate about financial services, enjoy working with talented professionals and aspire to grow within a private, family-owned organization, you’ll be a great fit for our team!

INTERNSHIP TRACK 1: CREDIT ANALYST INTERN
As a Credit Analyst Intern, you will:

  • Analyze borrower tax returns and financial statements (audited/compiled/reviewed) for new and existing commercial borrowers to ensure the ability to repay loans and adherence to Bank policy standards.
  • Communicate financial analysis and conclusions to commercial bankers and Credit Committee.
  • Assist in managing the commercial real estate portfolio, identifying trends affecting credit quality.
  • Assist in the commercial loan origination process to get exposure to loan and corporate legal documents necessary to create a legal binding contract for the loan.
  • Contribute to the creation of written communication materials.

The Credit Analyst Intern will report directly to our VP of Loan Operations and work closely with the Bank’s Commercial Bankers.

Candidacy, Education and Experience:

  • Interest in corporate financial analysis.
  • Progress towards a Bachelor’s Degree in Finance, Economics or Accounting
  • Proficiency in Microsoft Office suite (Excel and Word).
  • Attention to detail, accuracy, multitasking ability and a commitment to confidentiality.
  • Strong math understanding, good written communication skills and problem-solving desire.
  • Assertiveness, ability to make timely decisions and capacity to take and give good direction.

Approximately 40 hours per week commitment.

INTERNSHIP TRACK 2: INVESTMENT RESEARCH AND OPERATIONS INTERN
As an Investment Research and Operations Intern, you will:

  • Perform bottom-up and top-down research and security analysis across various asset classes.
  • Assist Portfolio Managers with transaction processing and account maintenance.
  • Coordinate, develop and maintain customized presentation materials for internal and external use.
  • Contribute to the creation of written client communication materials.

The Investment Research and Operations Intern will report directly to our Director of Research and engage significantly with the firm’s Investment Committee, Research Committee, client service team and third-party managers.

Candidacy, Education and Experience:

  • Interest in investment analysis, securities trading, and investment communication and reporting
  • Progress towards a Bachelor’s Degree in Finance, Business or Economics.
  • Proficiency in Microsoft Office suite (Excel and PowerPoint).
  • Attention to detail, accuracy, multitasking ability and a commitment to confidentiality
  • Strong math understanding, good written communication skills and problem-solving desire.
  • Assertiveness, ability to make timely decisions and capacity to take and give good direction.
  • Approximately 40 hours per week commitment.

Don’t miss out on this exceptional opportunity to gain experience in investments or lending with WoodTrust Bank. Apply now, and take the first step toward a fulfilling career in the financial services industry!  Submit your application and resume by email to jobs@woodtrust.com.

Download Application Here

WoodTrust is an Equal Opportunity Employer.