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Investment Intern

Investment Intern

OneDigitalOverland Park, KS, US
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Investment Intern

OneDigital is seeking high-performing college juniors or seniors to join the Investment Team in Summer 2026. We're looking for intellectually curious, analytically driven individuals with a foundational understanding of capital markets who are eager to contribute meaningfully from day one. If you're a self-starter with strong technical, interpersonal, and communication skills and thrive in a dynamic, collaborative investment environment, this opportunity is for you.

You should demonstrate strong quantitative reasoning, disciplined attention to detail, and a genuine passion for markets and investment research. Ideal candidates will bring prior exposure to financial analysis, portfolio construction, or investment data analytics, and will be comfortable working in a fast-paced, evolving environment.

This 10-week paid internship provides hands-on exposure to one of the nation's fastest-growing strategic advisory firms. You'll work across multiple functions within the OneDigital Retirement & Wealth division, gaining practical experience in investment research, portfolio management, and operational execution. The program is designed as a potential pathway to full-time employment upon graduation. This position is in-person at our Overland Park, KS office.

What to expect :

  • Gain exposure to multiple disciplines across wealth management, asset allocation, and investment operations
  • Collaborate with portfolio managers, analysts, and operations professionals on real-world projects
  • Participate in structured mentorship and professional development opportunities
  • Deepen your understanding of markets, asset classes, and investment vehicles across global portfolios

Essential duties and responsibilities (including but not limited to) :

  • Support trade and portfolio management processes, including pre- and post-trade analysis across individual accounts and model portfolios
  • Contribute to investment due diligence efforts by evaluating fund managers, asset classes, and strategy performance using both quantitative and qualitative techniques
  • Assist with portfolio risk analysis, identifying performance drivers and monitoring factor exposures over time
  • Conduct company and industry research in support of internal investment initiatives
  • Collaborate on data automation projects to improve data quality, consistency, and scalability across the firm's investment platform
  • Prepare market commentary and advisor-facing materials to explain investment insights and macro development
  • Gain familiarity with the OneDigital Investment Platform and its application to client portfolio implementation
  • Qualifications, skills, and requirements :

  • Strong foundation in finance, economics, accounting, or applied mathematics
  • Demonstrated analytical, quantitative, and problem-solving abilities
  • Proficiency with Excel; exposure to programming languages such as Python, R, or SQL preferred
  • Understanding of portfolio theory, capital markets, or performance attribution a plus
  • Excellent written and verbal communication skills, with the ability to synthesize complex ideas for varied audiences
  • Self-motivated and capable of managing multiple projects in a fast-paced environment
  • High attention to detail and intellectual curiosity
  • Education, training, and experience :

  • Rising senior pursuing a bachelor's degree in Finance, Economics, Business, Data Analytics, or a related discipline
  • Prior coursework or internship experience in investments, financial modeling, or market research strongly preferred
  • Familiarity with Morningstar Direct, FactSet, or similar investment data platforms is advantageous
  • The typical base pay range for this role nationwide is $19 per hour. 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.

    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, or any other category protected by federal, state, or local law. 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 Francisco
  • City of Los Angeles
  • County of Los Angeles
  • 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 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!

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    Investment Intern • Overland Park, KS, US

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