Job details

Fixed Income Intern

About this Opportunity:

As a Fixed Income Intern on the Portfolio Management Team, you will be responsible for tasks related to fixed income trading, credit research and portfolio management. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

In this role, you’ll get to:

Work with documentation of securities purchases and sales, including coordination of settlements with custodians and brokers.
Work with preparation and distribution of initial client portfolio reports.
Work with preparation and distribution of ad-hoc reports/analysis.
Trading fixed income instruments to help with reinvesting excess cash in client accounts.
Work with preparation and distribution of weekly/monthly reports on accounts (cash and concentration reports) and credit exposures (top exposures, credit migration, biggest movers, industry concentration, and watchlist).
Begin to develop relationships with advisors and basic working knowledge about analyzing fixed income instruments and portfolio management.
Assist with projects assigned by Manager

We’re looking for talent who:

Possess prior experience in general administrative or customer service duties
Has minimum of a high school diploma or equivalent
Is at least a current student in Junior or Senior standing working towards a bachelor’s degree in an applicable field
Are willing to obtain Orion Industry Certification
Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

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Salary Range:

$13.37 - $18.27

The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.

About Us

As One-Orion, we accomplish our best work by being personally accountable to each other and the clients we serve. We are creating a welcoming environment where everyone is respected, valued, and heard. Our willingness to disrupt ourselves, and the industry ensures we stay ahead of client expectations. Thinking differently is in our DNA – we innovate, push boundaries, reject the status quo, and relentlessly pursue transformative outcomes. It is our collective will to win that drives Orion’s success and powers success for our clients and everyone at Orion.

Orion Advisor Technology Glassdoor Company Review

4.1

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CEO of Orion Advisor Technology

Eric Clarke

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By Orion Advisor Technology

Orion’s mission is to enable fiduciary advisors to operationalize their vision for success. We do so by delivering best-in-class technology, empowering advisors to innovate, disrupt, and win.

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SENIORITY LEVEL REQUIREMENT

Early

INDUSTRY

Business Consulting

TEAM SIZE

1001-5000

LOCATION

Hybrid, based in Omaha, NE

DATE POSTED