Investment Intern at OneDigital

When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.

Our Newest Opportunity:

The Investment Intern will work directly with OneDigital’s Investment team, gaining hands-on exposure to

the research, analysis, and strategy that power our Wealth, Retirement, and Institutional platforms. This

role offers the opportunity to collaborate with senior leaders on real projects that shape client outcomes—

ranging from portfolio construction and investment due diligence to market commentary and data

visualization.

If you’re curious, analytical, and eager to see how investment theory translates into action, this internship

will give you a front-row seat to the business of managing client capital at scale.

Essential Duties and Responsibilities:

• Assist in due diligence and performance monitoring for 401(k) core menu investments.
• Support research and analysis for alternative investments and other non-public market
  
  

opportunities.

• Contribute to equity and fixed income research, including financial statement review, sector
  
  

analysis, and tracking market trends.

• Prepare investment summaries, charts, and presentations for internal meetings and client
  
  

communications.

• Collaborate cross-functionally to compile data and insights that support strategic initiatives across
  
  

the division.

• Assist in producing market and economic commentary delivered to advisors and clients.
• Participate in team meetings, portfolio reviews, and investment discussions to gain exposure to the
  
  

decision-making process.

Qualifications, Skills and Requirements:

• Strong interest in investments, economics, and financial markets.
• Excellent written and verbal communication skills.
• Analytical mindset with sharp attention to detail and accuracy.
• Proficiency with Microsoft Excel and PowerPoint; familiarity with data tools (e.g., Morningstar,
  
  

FactSet, or Bloomberg) is a plus.

• Ability to manage multiple tasks and meet deadlines in a fast-paced, professional environment.
• A self-starter who’s eager to learn, ask questions, and contribute to a collaborative team culture.
  
  

Education, Training and Experience:

• Currently enrolled at an accredited university.
• Preferred majors: Finance, Economics, Accounting, Business Administration, or Data Analytics.
• Coursework or experience in investments, financial modeling, or portfolio management is beneficial but not required.
  
  

Other:

• This role is based in OneDigital’s Sandy, Utah office
• $15/hour and approximately 10 hours per week
  
  

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.

Thank you for your interest in joining the OneDigital team!