Hybrid Portfolio Trader & Risk Strategist

Orion Advisor Solutions, Inc.; Northern (KY); Hybrid; USD 64,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Dental coverage

Vision coverage

Disability insurance

401(k) with employer match

Parental leave

Pet benefits

Job summary

Orion Advisor Solutions, Inc. seeks a Portfolio Specialist to execute trades and manage Brinker Capital client portfolios in alignment with model guidance. The role emphasizes real-time decision-making, risk controls, and collaboration with investment teams to optimize outcomes.

Candidates should have a Bachelor’s degree in a finance-related field, a Series 65 or a 7/66 combo within 90 days, and at least 3 years in financial services. Hybrid on-site work is expected in company locations.

Qualifications

• Bachelor’s degree in Business or related financial field is required.
• Series 65 license or Series 7 and 66 licenses required within 90 days of hire.
• Minimum of 3 years of experience in the financial services industry.

Responsibilities

• Execute trade orders for Brinker Capital client accounts.
• Monitor market conditions and seek best execution for trades.
• Develop relationships with third party money managers and custodians.
• Research markets and securities to identify opportunities and risks.
• Ensure compliance with regulatory guidelines while trading and managing portfolios.
• Prepare performance reports and collaborate with reporting teams.

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

Tools

Trading platforms

Order management systems

Financial analysis tools

Job description

Orion Advisor Solutions, Inc. seeks a Portfolio Specialist to execute trades and manage Brinker Capital client portfolios in alignment with model guidance. The role emphasizes real-time decision-making, risk controls, and collaboration with investment teams to optimize outcomes.

Candidates should have a Bachelor’s degree in a finance-related field, a Series 65 or a 7/66 combo within 90 days, and at least 3 years in financial services. Hybrid on-site work is expected in company locations.