Investment Intern - Hybrid (Overland Park, KS / Sandy, UT)

Posted 4 Days Ago
Be an Early Applicant
Overland Park, KS
Internship
Insurance
The Role
The Investment Intern will rotate through various departments in the Retirement & Wealth division and work closely with the Investment Team. Responsibilities include performing due diligence on investment strategies, analyzing investment performance using quantitative techniques, and creating charts for market communications.
Summary Generated by Built In

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world?  At OneDigital, we are on a mission to help people do their best work and live their best lives.  From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal.  Maybe you’re afraid you won’t fit in.  Well, here’s the good news.  For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Our Newest Opportunity: 

Summary:

OneDigital is looking for a rising college Junior or Senior to intern with our team! Being a part of our JUMPSTART Internship program will give you hands-on experience at one of the nation’s fastest growing strategic advisory firms. This is an exciting opportunity to join a growing organization recognized as one of Glass Door’s 2023 Best Places to Work!

The paid JUMPSTART Internship Program will expose interns to many facets of the Retirement and Wealth division. You will spend mornings rotating through other departments within the Retirement & Wealth division. The goal will be for you to obtain an understanding of all aspects of the business as this is important for the work and focus of our team.

If you are a high-energy individual with a strong work ethic, excellent team-building skills and outstanding communications, we would like to speak with you!

The afternoons will be spent dedicated to working with the Investment Team. Responsibilities may include: 

  • Meeting with portfolio managers to perform due diligence on investment strategies
  • Enhance understanding of MPT statistics and the ability to evaluate investment performance through quantitative techniques
  • Gain a knowledge of Python and familiarity with how to utilize for financial analysis
  • Help with company and/or industry analysis for OneDigital managed equity portfolios
  • Assist in publication of weekly economic and market commentary 
  • Create/update charts and graphs for quarterly market communications
  • Work independently and in collaboration to complete tasks in timely manner
  • Strong ability to use Microsoft Office products including Excel
  • Involvement in the CFA® society or other similar program preferred

Qualifications: 

  • Pursuing a bachelor’s degree in economics, finance, business or a similar field  

  • Demonstrate analytical and problem-solving skills with attention to details 

  • Basic understanding of the investment industry and investment acumen

  • Effective in communicating to a variety of audiences both written and oral  

  • If you are a motivated individual with a strong work ethic, excellent team skills, outstanding communication skills and a true passion for investments we would like to speak with you. 

Education, Training and Experience:

  • A rising Junior or Senior pursuing a bachelor’s degree.

The typical base pay range for this role nationwide is $18 per hour 

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
To learn more, visit: www.onedigital.com/careers

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francsico

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

Thank you for your interest in joining the OneDigital team!

Top Skills

Python
The Company
HQ: Atlanta, Georgia
2,966 Employees
On-site Workplace
Year Founded: 2000

What We Do

OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provides personalized, tech-enabled solutions for a contemporary work-life experience.

Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 75,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation.

OneDigital has received the Glassdoor Employees’ Choice Award for Best Places to Work in 2023. For more information, visit onedigital.com.

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