1. What company are you interning with? Where is it located?
COUNTRY Trust Bank, part of COUNTRY Financial in Bloomington, IL
2. What is your position title?
Wealth Management Intern
3. What does your job entail/what you will be doing over the course of the internship?
I assist in the daily management of line of modeled portfolios totaling $125M. I am involved in the entire process from preparing presentations and participating in prospect meetings to modeling trades for all transactions and seeing how securities for the portfolio are selected. I participate in weekly stock meetings, have access to broker research and conference calls, and am able to work with different sector analysts.
4. Why were you drawn to this company/position?
I was really excited for this position because as only an intern I am helping manage millions of dollars! I like that I am getting hands-on experience and get to see all aspects of wealth management. It’s really rare to find an internship that allows an intern to be so involved in the process! I’m really thankful for the great team I work with and how much they include me in the process.
5. What do you most hope to get out of your experience?
When I first started my internship I was unsure if the investments field was completely right for me, but now that I know this is where I want to build a career I am exploring the different roles within investments. By the end of my experience with COUNTRY I would like to have developed a clear path for my upcoming career.
6. Work with any brothers (active or alumni)?
Sadly no, but a fellow brother held this internship before me and helped me in attaining it!
7. Best experience thus far?
Just last week I finished my first stock write-up on a health care company. I am hoping it gets reviewed soon and added to our portfolios! Also, the first time I did a million dollar trade was a pretty cool feeling too!
Blog post by: Ryan Ritchie