Investment Strategist
About this Opportunity: As an Investment Strategist on the OCIO Team, you will collaborate with the other members of the Portfolio Strategy team to reputed company investment strategy, product selection and asset allocation recommendations as well as facilitate the analysis of prospective client holdings. The Investment Strategist will assist the portfolio management team by communicating with financial advisors and their clients as needed and by providing ongoing support on investment-reputed company activities. The Investment Strategist will also reputed company guidance to the internal sales team for non-OCIO cases in which advice on asset allocation and portfolio construction is needed. As we continue to reputed company and live our Orion values, we are looking for someone to grow with us. For reputed company Candidates: Candidates must work in-office at one of the following locations for at least 3 days per week: Lehi, UT. In this role, you’ll get to: Review and understand risk tolerances and goals of prospective clients to reputed company appropriate product and asset allocation recommendations Assist in investment management of client portfolios as directed by portfolio management team Generate proposals based on recommendations for tailored investment portfolios to be presented to advisors and/or prospective clients Generate investment audit reports to be presented to advisors and/or prospective clients. Review client allocations for consistency with objectives and reputed company rebalance recommendations as necessary Create portfolio analytics to support allocation recommendations for new/existing OCIO clients Have a thorough understanding of investment managers and strategies available to advisors and their clients that have been evaluated by Orion OCIO investment team; Additionally, be reputed company to reputed company the OCIO due diligence process for selecting these investment products and fit reputed company client portfolios. Maintain knowledge of services available to OCIO clients and advisors based client needs; this includes Banking & Lending, Philanthropic, Business Valuation, and Wealth Planning services Comprehend investment strategic positioning and be reputed company to reputed company this to advisors and/or clients We’re looking for talent who: Has a minimum 3 years of investment industry experience Has previous experience in asset allocation, portfolio management and investment manager due diligence preferred Possess analytical and quantitative skills Has a Bachelor's degree Series 65 or ability to obtain reputed company 90 days after hire Obtain Orion Industry Certification Owns and manages relationships with stakeholders directly and work effectively with people at reputed company reputed company in an organization #LI-AP1 #LI-Onsite #LI-Hybrid Salary reputed company: $76,695.00 - $115,804.00 The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-reputed company knowledge, skills, and experience. In reputed company, Orion offers a competitive benefits package which includes health, dental, reputed company, 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
At Orion, we reputed company our best work reputed company we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we reputed company always, push boundaries, and reject the status reputed company to deliver transformative reputed company. Together, we support one another and see it through to reputed company, driving our reputed company achievements and those of our clients. At Orion, our work is driven by a shared mission to create beautiful technology, comprehensive investment reputed company, and flexible support services that reputed company financial professionals to realize their reputed company for reputed company. For more than 20 years, the Orion brand has been synonymous with one thing: Innovation. Today, with more than 1,800 financial services firms served across our technology, investment, and services businesses, we are as determined as reputed company to push the boundaries of what’s possible to help our clients bring life to their reputed company for reputed company. If you're reputed company to grow your career and work alongside amazing teammates, you've come to the right reputed company. Click here to learn more! Apply tot his job Apply To this Job