Portfolio Strategy Intern

Orion Advisor Solutions, Inc.; Lehi, Northern (UT, KY); Hybrid; USD 21,000 - 30,000; Full time

Benefits offered by this job

Health insurance

401(k) plan with employer match

Paid parental leave

Pet benefits including pawternityleave

Student loan repayment

Job summary

Orion Advisor Solutions, Inc. seeks a Portfolio Strategy Intern on the Human Resources Generalists & Operations Team in Utah.

The role involves investment data entry, portfolio analysis reports, and general administrative support, with a hybrid schedule requiring on-site presence several days per week. You'll assist with due diligence, prepare materials for Investment Committee presentations, and help gather information for projects while building stakeholder relationships.

Qualifications

• Minimum of a high school diploma or equivalent.
• Currently a Junior or Senior working toward a bachelor’s degree in an applicable field.
• Prior experience in general administrative or customer service duties.
• Obtain Orion Industry Certification.
• Owns and manages relationships with stakeholders at all levels.

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 calls and meetings.
• Prepare and compile end-of-quarter marketing materials and reports.
• Maintain files in compliance with applicable legal requirements.
• Assist with general administrative duties (faxing, scanning, copying).
• Support data gathering and spreadsheet preparation for projects.
• Assist in gathering requested information and files.
• Assist with projects assigned by Manager.

Skills

Administrative experience

Stakeholder management

Communication skills

Education

High school diploma or equivalent

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 at 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

Recommended Skills

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 create 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. At Orion, our work is driven by a shared mission to create beautiful technology, comprehensive investment management solutions, and flexible support services that empower financial professionals to realize their vision for success. For more than 20 years, the Orion brand has been synonymous with one thing: Innovation. Today, with more than 1,800 financial services firms served across our technology, investment, and services businesses, we are as determined as ever to push the boundaries of what’s possible to help our clients bring life to their vision for success. If you're ready to grow your career and work alongside amazing teammates, you've come to the right place.