Intern, ORIX Growth Capital (Summer 2027)

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

Benefits offered by this job

Health insurance

Retirement benefits

Hybrid work model

Job summary

ORIX Corporation USA’s Growth Capital division seeks an Investment Analyst Intern in San Francisco, CA. You’ll participate in the investment process from due diligence to portfolio management, performing financial analysis, industry research, and drafting memoranda for internal and external use.

You will work in a small, entrepreneurial team within a global organization, with access to mentoring and a hybrid in-office schedule.

Qualifications

• Undergraduate student at a top-tier university, expected to graduate in 2028.
• Finance, economics, or related field with GPA at least 3.5.
• Strong desire and ability to learn.
• Demonstrated interest in tech investing.
• Excellent attention to detail.
• Strong skills in MS Excel, Word and PowerPoint.
• Sound business judgment and decision-making.
• Excellent organizational, communication, presentation and interpersonal skills.
• Ability to manage multiple assignments and 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

Learning ability

Tech investing interest

Attention to detail

Organizational skills

Communication skills

Independence

Multitasking

Education

Pursuing finance/economics degree

Graduation 2028

Tools

Microsoft Excel

Microsoft 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.

ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce.

All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.