Generally speaking, working in an investment bank or a research institute requires a master's degree. Undergraduate graduate students are all studying in famous universities (double 985, that is, 985 undergraduate master's universities, of course, including schools focusing on finance and finance, which is the basic threshold for application), and even overseas famous schools have relevant internship experience (internship experience in investment banks or research institutes is actually difficult to apply for internships), CPA, CFA and judicial examinations are also available. In addition, luck is good, because the people who participate in the recruitment are generally excellent talents, and the choice of employers is not enough, which will be more casual.
As an intern in the audit department of a trust company, I feel that it is a business support position, not a business position. A position like trust assistant may be closer to an investment bank. If you need to know anything, you can keep asking and tell me more about yourself. I hope I can help you.