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Intern- Part Time

Orion Advisor Technology

Orion Advisor Technology

Posted on Friday, January 19, 2024

About this Opportunity:

The Portfolio Strategy Analyst Intern is responsible for administrative support, data entry, and other specially assigned projects.

This role is a part-time in-office position for our Provo, UT office.

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, including:

    • Gathering and organizing information generated during the due diligence process

    • Participating in due diligence phone calls and meetings

    • Compiling materials for Investment Committee presentations

  • Prepare and compile end of quarter marketing materials and reports

We're looking for talent who:

  • Is pursuing an undergraduate degree in Finance, Economics, Business Administration, Accounting or related subject preferred

  • Has proficiency in Microsoft Office Suite, Bloomberg, and Morningstar preferred

  • Has ability to multitask and establish priorities

  • Possess ability to handle confidential material with utmost discretion

  • Possess a passion for financial markets

  • Preferably is making progress towards completion of CFA

  • Has strong communication skills

  • Obtain Orion Industry Certification

  • Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization



Salary Range:

$13.37 - $18.27

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

As One-Orion, we accomplish our best work by being personally accountable to each other and the clients we serve. We are creating a welcoming environment where everyone is respected, valued, and heard. Our willingness to disrupt ourselves, and the industry ensures we stay ahead of client expectations. Thinking differently is in our DNA – we innovate, push boundaries, reject the status quo, and relentlessly pursue transformative outcomes. It is our collective will to win that drives Orion’s success and powers success for our clients and everyone at Orion.