Investments & Mortgage Loans Internship

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance, investment and technology solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition

Job Title:              Investments & Mortgage Loans Intern (Hybrid)

Dates:                  June 1, 2026, through August 7, 2026

Work Location:   5910 Mineral Point Road, Madison, WI
 

This role is not available for candidates with a temporary work authorization.

Early Development Program (EDP)
An internship path focused on delivering a meaningful experience designed to enhance student’s skillsets. With access to hands on experience, mentorship, development sessions/workshops, and more, this pathway cultivates future talent who are exploring their career interests.  Most appropriate for freshmen, sophomores.

Background Information:

MEMBERS Capital Advisors (MCA) d/b/a TruStage Investment Management (TSIM) is the wholly owned registered investment advisor (RIA) subsidiary of TruStage. TruStage Investment Management is responsible for the $33 billion TruStage General Account investment portfolio with a primary objective of preserving principal and compounding surplus through interest rate and credit cycles. By maintaining an appropriately balanced and diversified portfolio, we can generate strong and consistent Net Investment Income (NII), operate within established risk tolerance guidelines, and strive to minimize unintended volatility. The commercial mortgage portfolio includes over 750 loans secured by retail, industrial, apartment, and office buildings in every major US market. We work with a national network of mortgage banking correspondents to originate over $560 million of high-quality commercial mortgage loans in 2024, with individual loan sizes ranging from $3 to $33 million.

Job Responsibilities:

• Review financial statements, rent rolls, and inspections for each loan in the portfolio to monitor and track upcoming loan events and determine new property valuations
• Analyze market data including vacancy rates, rental rates, comparable sales, cap rates
• Prepare valuations using Argus software and direct capitalization analysis
• Job shadows the origination process and underwrite new loans
• Assist in reporting, closing & servicing, and portfolio management processes
• Filing, data entry, and Excel project work

The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.

Job Requirements and Preferred Experience:

• Pursuing a bachelor’s degree with major(s) in Real Estate or Finance.
• General understanding of real estate fundamentals; has taken an introductory real estate course.
• Ability to work 40 hours per week during the summer.
• Excellent communication skills; verbal, written, and interpersonal.
• Analytical and critical thinking skills.
• Attention to detail and continuous improvement.
• Ability to work independently, as well as cooperatively as part of a team.
• Intellectual curiosity and the desire to learn.

If you’re ready to help make a difference, apply today.A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool.This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward.Candidates may choose to opt out of this process.

Compensation may vary based on level of relevant experience, year in school and number of previous internships.

Base Salary Range:

$18.00 - $28.00

At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. Eligible employees may also enroll in medical coverage, employee assistance program, and the 401k plan.  Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees.  We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important.

Accommodation request

TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.