Investment Internship

OneDigital is seeking high-performing college juniors or seniors to join the Investment Team in Summer 2025. 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