OneDigital · 2 months ago
Investment Intern
Overland Park, KS
Internship
Onsite
Intern
$19/hr - $19/hr
Start in 2026 SummerOneDigital is a strategic advisory firm dedicated to helping individuals achieve their best work and lives. The Investment Intern will gain hands-on experience in investment research, portfolio management, and operational execution while collaborating with professionals across various functions.
Human ResourcesInsuranceLife InsuranceSmall and Medium Businesses
No H1B
Responsibilities
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
Qualification
Required
Must be eligible to work in the United States without the need for work visa or residency sponsorship
Strong foundation in finance, economics, accounting, or applied mathematics
Demonstrated analytical, quantitative, and problem-solving abilities
Proficiency with Excel
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
Rising senior pursuing a bachelor's degree in Finance, Economics, Business, Data Analytics, or a related discipline
Preferred
Exposure to programming languages such as Python, R, or SQL
Understanding of portfolio theory, capital markets, or performance attribution
Prior coursework or internship experience in investments, financial modeling, or market research
Familiarity with Morningstar Direct, FactSet, or similar investment data platforms
Benefits
Health, wellbeing, retirement, and other financial benefits
Paid time off
Overtime pay for non-exempt employees
Robust learning and development programs
Reimbursement of job-related expenses per the company policy
Employee perks and discounts
Company
OneDigital
OneDigital is focused exclusively on employee benefits.
Founded in 2000
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
CPP Investments
2025-09-19Secondary Market
2025-09-19Acquired
Leadership Team
Mike Sullivan
Co-Founder & Chief Growth Officer
T
Travis Dommert
SVP, Talent
Recent News
Company data provided by crunchbase