Investment Intern

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves. We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits. Must be eligible to work in the United States without the need for work visa or residency sponsorship. Our Newest Opportunity: Title: Investment Intern   Reports to: Director, Investment Platform   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. JOB PURPOSE SUMMARY   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 are 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. 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 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 [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. 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! OneDigital is a growing organization of caring, collaborative, and driven professionals who have dedicated their careers to improving the lives of millions of people every day. We are in the people business.  We offer employers and individuals insurance, financial services and HR consulting services, which improve the wellbeing, health and financial security of people across the US. Learn More At OneDigital, our promise is to help you do your best work and live your best life. Working at OneDigital is more than a career, it is a calling to serve. It is “a career of consequence.” We set the bar high and the pace fast. We value growth and learning and always make time to celebrate our successes. We have each other's back and use words like love and family in the same sentence with achievement and accountability. Join the OneDigital Professional Network We believe in living with purpose and thriving both as individuals and as communities.  We call this "walking the talk", and it’s why we offer the same total-wellbeing benefits to our people as we do our clients. It also means feeling safe to speak up, being seen and respected for who you truly are, and being cared for by your leaders and team members. Learn more: Diversity, Equity, Inclusion, and Belonging at OneDigital Careers at OneDigital Culture at OneDigital Follow us on  LinkedIn

Salary : $19