The Portfolio Strategy Intern is responsible for administrative support, data entry, and other specially assigned projects.
For Internal and External Candidates:
Candidates must work in-office at one of the following locations for at least 3 days per week: Lehi, UT.
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
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
Multitasks and establishes priorities
Handles confidential material with utmost discretion
Has a passion for financial markets
Has strong communication skills
#LI-AP1
#LI-Onsite
#LI-Hybrid
Salary Range:
$0.00 - $250.00The 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
At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.