Portfolio Strategy Intern

About this Opportunity:

As a Portfolio Strategy Internon the OCIO Portfolio Strategy Team,you will help with investment data entry, portfolio analysis reports, administrative support, and other specially assigned projects. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

In this role, youll get to:

• Assist in completing analysis on client portfolios and generating proposals

• Provide due diligence support to the investment team

• Compile materials for Investment Committee presentations

• Participate in due diligence phone calls and meetings

• Assist in preparing and compiling end of quarter marketing materials and reports

• Maintain files in compliance with applicable legal requirements

• Assume other general administrative duties as assigned (faxing, scanning, copying, etc.)

• Assist with data gathering and spreadsheet preparation for projects as assigned

• Assist in gathering requested information and files

• Assist with projects assigned by Manager

Were looking for talent who:

• Has a minimum of a high school diploma or equivalent

• Is at least a current student in Junior or Senior standing working towards a bachelors degree in an applicable field

• Possess prior experience in general administrative or customer service duties

• Obtains Orion Industry Certification

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