Intern, ORIX Growth Capital (Summer 2027)

ORIX USA, LP; San Francisco (CA); Hybrid; USD 48,000 - 55,000; Part time

Benefits offered by this job

Health insurance

Retirement benefits

Job summary

ORIX Corporation USA’s Growth Capital division seeks an Investment Analyst Intern to participate in the full investment process, from due diligence to portfolio management. The role is based in San Francisco, CA, with a partial remote option, offering exposure to venture debt in technology and healthcare sectors.

You will build financial models, prepare memoranda, and interact with management teams while developing investment theses and recommendations for the team.

Qualifications

• Currently enrolled in an undergraduate degree program from an accredited top tier university, with expected graduation in 2028.
• Relevant coursework in finance, economics, or related field with a 3.5 minimum GPA
• Strong desire and ability to learn
• Demonstrated interest in tech investing
• Excellent attention to detail
• Strong experience in Microsoft Excel, Word, and PowerPoint
• Sound business judgment and decision-making abilities
• Excellent organizational, communication, presentation, and interpersonal skills
• Ability to manage multiple assignments simultaneously
• Ability to work independently

Responsibilities

• Evaluate potential investment opportunities within targeted industries
• Synthesize findings, develop investment theses, and articulate recommendations to team
• Create financial models and communicate key variables and risks with the team
• Prepare term sheets, credit applications and associated approval documentation
• Draft investment memoranda for internal and external use
• Assist in portfolio management as needed and in preparing required reporting
• Establish strong working relationships with other team members, operate effectively with minimal oversite while meeting tight timelines
• Assist as needed with other assignments and in outside business development efforts

Skills

Attention to detail

Strong communication

Quick learner

Time management

Ability to work independently

Education

Undergraduate degree in finance/economics or related field with expected graduation in 2028

Tools

Excel

Word

PowerPoint

Job description

Purpose and Job Summary: ORIX Corporation USA's Growth Capital division is a leading provider of venture debt to high growth businesses in the technology and healthcare sectors in the U.S. and Canada. ORIX Corporation USA's Growth Capital division is one of the early pioneers of the venture debt industry, with a successful investing track record that spans over 20 years and $2.8 billion invested across 200+ companies. The group is proud of its talented team, strong industry relationships and commitment to long term success. ORIX Corporation USA's Growth Capital division is seeking to hire an Investment Analyst Intern who will have the opportunity to participate in all aspects of the investment process from due diligence to portfolio management. Responsibilities will include opportunity assessment, financial analysis, industry research and competitive analysis, interacting with management teams and other third-parties, and drafting of memoranda for internal and external use. The position will be partially remote with a location in San Francisco, CA. As a member of this team, you will have the opportunity to work in a small, entrepreneurial environment with the resources of a large, global organization (NYSE: IX).

Essential Duties & Responsibilities

• Evaluate potential investment opportunities within targeted industries
• Synthesize findings, develop investment theses, and articulate recommendations to team
• Create financial models and communicate key variables and risks with the team
• Prepare term sheets, credit applications and associated approval documentation
• Draft investment memoranda for internal and external use
• Assist in portfolio management as needed and in preparing required reporting
• Establish strong working relationships with other team members, operate effectively with minimal oversite while meeting tight timelines
• Assist as needed with other assignments and in outside business development efforts

Education, Skills & Experience

• Currently enrolled in an undergraduate degree program from an accredited top tier university, with expected graduation in 2028
• Relevant coursework in finance, economics, or related field with a 3.5 minimum GPA
• Strong desire and ability to learn
• Demonstrated interest in tech investing
• Excellent attention to detail
• Strong experience in Microsoft Excel, Word, and PowerPoint
• Sound business judgment and decision-making abilities
• Excellent organizational, communication, presentation, and interpersonal skills
• Ability to manage multiple assignments simultaneously
• Ability to work independently

Annual base salary gross: $35/hour - $40/hour (CA only). The base salary range represents the estimated low and high end of ORIX's salary for this position based on geography. Actual base salaries will vary and will be based on various factors, such as candidate's qualifications, skills, competencies and proficiency for the role. The base pay is one component of ORIX's total compensation package for employees. Other rewards and benefits include cash bonuses, long term incentives, health insurance, accident and life insurance, and retirement benefits. Please visit our Benefits page for additional information.

Life at ORIX We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance. You Time We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more. Family Care Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way. Flexible Work Arrangements ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.

We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance. You Time We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more. Family Care Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way. Flexible Work Arrangements ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.

ORIX is a high-energy, rapidly growing company that rewards creativity, talent and a strong desire to succeed. The diverse financial services markets we serve -- and caliber of work we deliver -- enables us to offer a variety of exciting career paths and mobility to meet your personal and professional goals.

Learn more about ORIX USA at www.orix.com.