Portfolio Strategy Intern

Orion•Lehi, UT

5d•Hybrid

About The Position

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.

Requirements

Has a minimum of a high school diploma or equivalent
Is 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

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