Investment Intern - Overland Park, KS

Posted 2 Hours Ago
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Overland Park, KS
1 Years Experience
Insurance
The Role
As an Investment Intern, you will rotate through various departments, gaining hands-on experience in wealth management and financial services. Responsibilities include assisting with pre/post-trade analysis, conducting risk assessments, collaborating with the research team, and developing communication materials for advisors. The internship provides professional growth opportunities under mentorship.
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: 

OneDigital is looking for an emerging college junior or senior to join the Investment Team in the Summery of 2025. We’re looking for hard working, resourceful, analytical thinkers who are ready to contribute from the beginning. If you have exceptional interpersonal and communication skills and thrive in a dynamic, collaborative environment, then this is the role for you.  

You need to have strict attention to detail, be a quick learner,  and enjoy working in an ever-changing, fast-paced environment. We’re looking for flexible, adaptable, analytical thinkers who bring a comprehensive knowledge of global markets and a strong interest in financial services. You should have excellent business writing, research and quantitative skills. You will spend days rotating through multiple departments within the Retirement & Wealth division and handle many projects simultaneously 

 

JOB PURPOSE SUMMARY  

This 10-week, paid internship will give you hands-on experience at one of the nations’ fastest growing strategic advisory firms. In this program, you will have a wide variety of responsibilities within multiple departments of the OneDigital Investment Team, focusing on a path to employment upon graduation This position will be an in-person experience out of our Overland Park, KS office. 

 

What to Expect: 

  • Gain exposure to multiple verticals across wealth management and work on challenging real-world problems 

  • You will grow professionally and personally with an assigned mentor 

  • Develop a deep understanding of markets and instruments used across them 

 

Essential Duties and Responsibilities (include but are not limited to): 

  • Develop an understanding of database structure and management, helping the team create programmatic processes to manage data quality and accuracy at scale 

  • Assist in pre/post-trade analysis on individual client accounts as well as model-level trades across the firm 

  • Become familiar with the OneDigital Investment Platform and how to implement strategies in client portfolios 

  • Assist the internal research team with company and industry analysis on new and existing portfolio companies 

  • Conduct risk analysis on platform strategies to monitor changes in short and long-term performance behavior 

  • Perform qualitative and quantitative research on mutual fund portfolio managers to evaluate existing and look for new managers 

  • Develop advisor-facing materials to help explain topical market events 

 

Qualifications, Skills, and Requirements: 

  • Strong organizational and time management skills 

  • Demonstrated analytical and problem-solving skills with attention to detail 

  • Ability to thrive in a fast-paced environment, while meeting or exceeding deadlines 

  • Effective written and oral communication skills across a variety of audiences 

  • Must be self-motivated and disciplined 

  • Strong research and problem-solving skills 

  • Proficiency in Excel; programmatic languages are a plus (Python, R) 

 

 Education, Training and Experience: 

  • A rising Senior with an expected graduation date of either December ’23 or May '24. In pursuit of bachelor’s degree 

  • Comfortable with large datasets and quantitative problem solving 

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

Thank you for your interest in joining the OneDigital team!

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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