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Fixed Income Intern (Spring semester)

Orion Advisor Technology

Orion Advisor Technology

USD 13.37-18.27 / hour
Posted 6+ months ago

About this Opportunity:

As a Fixed Income Intern, you will be responsible for providing administrative support, performing data entry, and working on other specially assigned projects to support the Fixed Income Traders and Analysts. The Intern will provide support across portfolio management, credit research, trading, and operational functions. The Intern will also contribute to recurring and ad-hoc reporting, client communications, and special projects, ensuring optimal portfolio performance and alignment with client needs. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

In this role, you'll get to:

  • Assist in trade execution and management of Fixed Income SMAs, including new portfolio investments, cash reinvestment processes, and special client request handling

  • Conduct in-depth research and analysis on the credit quality of companies, including creating tear-sheets and making formal buy/hold/sell recommendations to the Credit Committee, and help track these recommendations

  • Support Portfolio Managers in managing the risk of the portfolios (credit, duration, concentration, liquidity, industry, special exposure requests, etc.)

  • Communicate with clients regarding withdrawals, investment needs, and portfolio performance

  • Aid in documenting transactions and learn about settlement processes with custodians and brokers

  • Compile weekly, monthly, and quarterly reports for the Fixed Income Committee and clients

  • Learn about industry regulations and client-specific guidelines, assisting in compliance checks

We're looking for talent who:

  • Has a foundational knowledge of fixed income concepts, including yield, duration, and convexity

  • Demonstrates strong attention to detail and ability to meet deadlines in a fast-paced environment

  • Possesses intermediate proficiency in Excel and willingness to learn Bloomberg

  • Has excellent teamwork and communication skills

  • Shows an eagerness to learn and solve problems

  • Has the ability to adapt to changing priorities and tasks

  • Obtains 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

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.