Portfolio Strategy Intern

Orion Advisor Technology; Lehi (UT); Hybrid; USD 2,066,000 - 3,444,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Parental leave

Pet insurance

Student loan repayment

Disability coverage

Job summary

Orion Advisor Technology in Utah's Lehi area is seeking a Portfolio Strategy Intern to join the Human Resources Generalists & Operations Team. You will assist with investment data entry, portfolio analysis reports, administrative support, and special projects as needed.

The role is hybrid, with three or more on-site days weekly at a designated office. Candidates should be located within commuting distance; internal candidates with varying arrangements may be considered based on experience and

Qualifications

• Has at least a high school diploma or equivalent.
• Is a current student in Junior or Senior standing pursuing a bachelor’s degree in an applicable field.
• Possess prior experience in general administrative or customer service duties.
• Obtain Orion Industry Certification.
• Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization.

Responsibilities

• Assist in completing analysis on client portfolios and generating proposals.
• Provide due diligence support to the investment team.
• Compile materials for Investment Committee presentations.
• Participate in due diligence phone calls and meetings.
• Assist in preparing and compiling end of quarter marketing materials and reports.
• Maintain files in compliance with applicable legal requirements.
• Assume other general administrative duties as assigned (faxing, scanning, copying, etc.).
• Assist with data gathering and spreadsheet preparation for projects as assigned.
• Assist in gathering requested information and files.
• Assist with projects assigned by Manager.

Skills

Administrative support

Customer service

Data entry

Education

High school diploma

Pursuing bachelor’s degree

Job description

About this Opportunity:

As a Portfolio Strategy Intern on the Human Resources Generalists & Operations Team, you will help with investment data entry, portfolio analysis reports, administrative support, and other specially assigned projects. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

It is anticipated that an incumbent in this role will work as a Hybrid employee, with three (3) or more days each week required on-site at one of the listed office locations.

Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.

In this role, you’ll get to:

• Assist in completing analysis on client portfolios and generating proposals

• Provide due diligence support to the investment team

• Compile materials for Investment Committee presentations

• Participate in due diligence phone calls and meetings

• Assist in preparing and compiling end of quarter marketing materials and reports

• Maintain files in compliance with applicable legal requirements

• Assume other general administrative duties as assigned (faxing, scanning, copying, etc.)

• Assist with data gathering and spreadsheet preparation for projects as assigned

• Assist in gathering requested information and files

• Assist with projects assigned by Manager

We’re looking for talent who:

• Has a minimum of a high school diploma or equivalent

• Is a t least a current student in Junior or Senior standing working towards a bachelor’s degree in an applicable field

• Possess prior experience in general administrative or customer service duties

• Obtain Orion Industry Certification

• Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

Salary Range:

$0.00 - $250.00

The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.

About Us

At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.