Portfolio Strategy Intern

About this Opportu nity :   ​ ​ ​ 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 m inimum 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 p rior 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   #LI-AP1  #LI-Onsite  #LI-Hybrid  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.