UMB Bank · 1 week ago
Investment Research Intern
Kansas City MO
Internship
Hybrid
Intern
$26K/yr - $49K/yr
Start in 2026 SummerUMB Bank is a financial services organization seeking a motivated and detail-oriented Investment Research Intern to join their Investment Research team within the Private Wealth division. This internship offers the opportunity to gain hands-on experience working with a diverse range of investment products while assisting in gathering, analyzing, and presenting research on financial markets and investment opportunities.
BankingFinanceFinancial Services
Responsibilities
Assist the Investment Research team in conducting market and investment research, particularly on mutual funds and other investment vehicles
Create and help prepare presentations summarizing research findings for internal and client-facing purposes
Support the research team in analyzing investment performance and trends
Collaborate with cross-functional teams across the Private Wealth division, including portfolio managers, financial advisors, and analysts, to support various research and investment initiatives
Stay updated on market trends, economic developments, and other factors affecting investment strategies
Assist with the maintenance and organization of research databases, reports, and other documentation
Qualification
Required
Must have completed at least the sophomore year of college, preferably in Finance, Banking, Investments, Marketing, or a related field
Minimum 2.5 GPA
Strong interest in finance, investments, and market research
Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word)
Exceptional attention to detail, analytical skills, and the ability to interpret financial data
Strong communication and presentation skills
Ability to work independently and as part of a collaborative team
Benefits
Paid Time Off
401(k) matching program
Annual incentive pay
Paid holidays
A comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
Health savings
Flexible spending
Dependent care accounts
Adoption assistance
An employee assistance program
Fitness reimbursement
Tuition reimbursement
An associate wellbeing program
An associate emergency fund
Various associate banking benefits
Company
UMB Bank
UMB Financial Corporation is a commercial bank that offers various financial services.
Founded in 1913
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$606.13M2025-05-29Post Ipo Equity· $294.53M
2024-04-29Post Ipo Equity· $201.6M
2022-09-23Post Ipo Debt· $110M
Leadership Team
Brian Hutchin
Executive Vice President, Director of Healthcare Services at UMB, Institutional Banking Division
Phillip Mason
President of Institutional Banking
Recent News
Life Insurance International
2026-01-15
2026-01-09
Company data provided by crunchbase