Investments & Mortgage Loans Intern
Investments & Mortgage Loans Intern
Dates: June 1, 2026, through August 7, 2026
Work Location: 5910 Mineral Point Road, Madison, WI | Hybrid
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.