When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.
Our Newest Opportunity:
Summary:
This entry-level role supports OneDigital's centralized investment function across wealth and institutional business lines. Analysts may initially align with functional areas that include due diligence, analytics, trading support, and advisor/client support, executing standardized analyses, maintaining high-quality data and documentation, and contributing to the consistent delivery of investment solutions. The position develops core capabilities in research, multi-asset portfolio analytics, operational workflows, and client-ready communications while collaborating with senior team members and cross-functional partners.
Essential Duties and Responsibilities:
Research & Due Diligence Support
Collect, validate, and organize manager/product information, factsheets, and data files across mutual funds, ETFs, Collective Investment Trusts (CITs), separately managed accounts (SMAs), alternative investments and other investment strategies.
Assist with fund and ETF screening, manager questionnaires (e.g., DDQ/RFI), meeting logistics, and record-keeping.
Draft or update internal due diligence summaries and maintain watchlist commentary under senior guidance.
Take detailed notes during manager calls, webinars, and internal review meetings, converting them into usable research summaries.
Work with OneDigital's proprietary AI systems to help improve processes and due diligence coverage.
Investment Platform & Operations
Maintain and update approved lists, model portfolios, and reference data (e.g., CUSIPs, ticker symbols, share classes, ETF structures, platform availability) across internal systems.
Support onboarding and changes for strategies, model portfolios, and ETF offerings; ensure proper documentation and version control.
Execute recurring data hygiene tasks and reconcile platform artifacts — including model allocations and ETF holdings — to internal investment policy standards.
Trading & Implementation Support
Prepare trade files and allocation worksheets for model portfolios and ETF-based strategies; reconcile orders, allocations, and confirmations.
Monitor post-trade exceptions and collaborate with operations and custodians to resolve breaks.
Maintain audit trails and implementation checklists consistent with established procedures.
Analytics & Reporting
Run standardized performance, attribution, and risk reports across mutual funds, ETFs, and model portfolios; verify benchmarks and peer group categories (e.g., Morningstar, FI360, FactSet, Python).
Maintain dashboards and monthly/quarterly reporting packages with strong quality control discipline.
Escalate anomalies and document methodological changes as needed.
Advisor & Field Support
Respond to routine information requests from advisors and field teams with pre-approved content and data extracts.
Provide product/portfolio facts on mutual funds, ETFs, and model portfolios; compare investments against peers and highlight alternatives where applicable.
Assist with portfolio reviews for advisors, including allocation analysis, performance reviews, manager comparisons, and identification of portfolio gaps or overlap.
Coordinate case tracking with internal service teams.
Presentation & Content Preparation
Build slides, exhibits, and tables for investment committees, client meetings, plan sponsor reviews, and RFPs/RFIs — including model portfolio and ETF strategy summaries.
Translate investment team views and portfolio changes into clear, concise materials tailored to advisor and client audiences.
Contribute data and drafts to market and economic commentary under editorial review.
Ensure OneDigital branding, compliance, and version control are maintained across all deliverables.
Governance & Compliance
Follow applicable policies and procedures (e.g., best execution, valuation, ERISA/SEC) and documentation standards.
Support surveillance and audit activities with organized records and evidence.
Complete required training and attestations on schedule.
Collaboration & Continuous Improvement
Partner with portfolio management, field investment professionals, operations, compliance, technology, sales, and third-party recordkeepers and asset managers.
Participate in process mapping and contribute suggestions that improve quality and cycle time.
Document SOPs and help onboard peers with checklists and quick-reference guides.
Professional Development
Build proficiency in Excel, PowerPoint, and investment tools (e.g., FI360, FactSet, Morningstar Direct, Python); learn scripting where applicable.
Develop familiarity with ETF structures, model portfolio construction, and multi-asset investment solutions.
Pursue applicable industry credentials (e.g., CFA, CAIA) and internal training pathways.
Demonstrate growth in investment acumen, data accuracy, and the ability to communicate performance context clearly.
Qualifications, Skills and Requirements:
Superior written and verbal communication skills
Strong attention to detail and commitment to data accuracy
Organizational, coordination, and project management skills
General understanding of multiple asset classes, including equities, fixed income, and alternative investments
Familiarity with model portfolio construction and ETF analysis preferred
Experience with investment software (e.g., Morningstar Direct, FactSet, FI360, Python) preferred
Education, Training and Experience:
Typical candidate will have 0-3 years of experience in financial services
Investment and markets background
CFA candidate highly desirable
Experience with mutual funds, ETFs, and/or model portfolio analysis across retirement plans, institutional portfolios, or wealth management desired
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
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.
OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.
Thank you for your interest in joining the OneDigital team!