Hybrid Portfolio Trader

Orion; Omaha (NE); Hybrid; USD 64,000 - 95,000; Full time

Benefits offered by this job

Health, dental, vision coverage on day

Disability coverage on day one

401(k) plan with employer match

Paid parental leave

Pet benefits including pawternityLeave

Pet insurance

Student loan repayment

Job summary

Orion is seeking a Portfolio Specialist to execute trades and manage Brinker Capital client portfolios in a hybrid on-site role. You will align portfolios with investment team models, analyze markets, and build relationships with managers and custodians.

The ideal candidate has 3+ years in financial services, strong analytical skills, and licenses or a plan to obtain Series 65 or 7/66 within 90 days. Office locations and on-site collaboration are emphasized.

Qualifications

• Bachelor's degree in Business or related financial field.
• Series 65 license or Series 7 and 66 licenses; obtain within 90 days of start date.
• Minimum 3 years in the financial services industry.
• Experience in trading and portfolio management within asset management or financial institutions.
• Proficiency with trading platforms and order management systems.

Responsibilities

• Execute trade orders for Brinker Capital client accounts.
• Monitor market conditions and seek best execution with attention to liquidity and costs.
• Develop relationships with money managers, dealers, and custodians.
• Research markets, macro trends, and securities to identify opportunities and risks.
• Stay updated on regulatory changes and industry developments.
• Develop and implement risk management strategies to protect portfolio value.
• Perform account maintenance trading including contributions and withdrawals.
• Invest new client accounts into models or discretionary allocation.
• Monitor portfolio drift and rebalance per protocol or discretionary changes.
• Execute Investment team's instructions on portfolio changes promptly.
• Prepare performance reports with trade summaries and attribution analysis.
• Collaborate with reporting teams for timely client communications.
• Build expertise in modeling and order creation system.
• Produce internal reports relating to orders on a timely basis.

Skills

Client-Centric

Effective Communication

Innovation

Investment Portfolios

Risk Management

Technical Proficiency

Time Management

Work Collaboratively

Education

Bachelor's degree in Business or related financial field

Job description

Orion is seeking a Portfolio Specialist to execute trades and manage Brinker Capital client portfolios in a hybrid on-site role. You will align portfolios with investment team models, analyze markets, and build relationships with managers and custodians.

The ideal candidate has 3+ years in financial services, strong analytical skills, and licenses or a plan to obtain Series 65 or 7/66 within 90 days. Office locations and on-site collaboration are emphasized.