Investment Strategist

Orion Portfolio Solutions, LLC; Lehi (UT); Hybrid; USD 77,000 - 116,000; Full time

Benefits offered by this job

Health benefits

Dental

Vision

Disability coverage

401(k) with employer match

Paid parental leave

Pet benefits including pawternity

Pet insurance

Student loan repayment

More benefits

Job summary

Orion Portfolio Solutions, LLC seeks an Investment Strategist to formulate investment strategies, select products, and advise on asset allocation. You will support portfolio management and communicate with advisors and clients, including non‑Wealth Advisory cases.

The role emphasizes collaboration and ongoing guidance in a hybrid Lehi office. Requirements include a Bachelor's in finance/economics, Series 65 or 7/66 within 90 days, and 3+ years in investment roles.

Qualifications

• Understanding of economics and capital markets and investment vehicles.
• Ability to present financial analysis results to advisors and clients.
• Bachelor’s degree required; Series 65 or 7/66 licenses within 90 days.

Responsibilities

• Review risk tolerances and goals to tailor asset allocation.
• Assist in investment management of client portfolios as directed.
• Generate proposals for tailored portfolios to advisors/clients.
• Meet with advisors to review proposals.
• Create portfolio analytics to support allocation decisions.
• Produce macroeconomic content and market commentary.

Skills

Asset Allocation

Client-Centric

Effective Communication

Innovation

Investment Management

Portfolio Management

Technical Proficiency

Time Management

Wealth Advisory Services

Work Collaboratively

Education

Bachelor's degree in finance, economics, or related field

Tools

Microsoft Office

Job description

Investment Strategist### Investment StrategistApply: Hybrid: Lehi: Full time: Posted Yesterday: R2906## **About this Opportunity:**As an Investment Strategist, you will collaborate with the portfolio consultant and portfolio management team to develop 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-related activities. The Investment Strategist will also provide guidance to the internal sales team for non-Wealth Advisory cases in which advice on asset allocation and portfolio construction is needed. As we continue to evolve and live our Orion values, we are looking for someone to grow with us. *It is anticipated that an incumbent in this role will work as a **Hybrid employee**, with three (3) or more days each week required on-site at one of the listed office locations.**Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.*## **In this role, you’ll get to:*** Review and understand risk tolerances and goals of prospective clients to make 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* Meet with advisors to review proposals* Review client allocations for consistency with objectives and make rebalance recommendations as necessary* Create portfolio analytics to support allocation recommendations for new/existing advisor clients* Create macroeconomic and market related content including, but not limited to, blogs, videos, and general commentary* Have a thorough understanding of investment managers and strategies available to advisors and their clients that have been evaluated by Orion. Additionally, be able to articulate the Orion due diligence process for selecting these investment products and fit within client portfolios* Maintain knowledge of services available to Orion clients and advisors based on client needs; this includes, but is not limited to, Banking & Lending, Philanthropic, Business Valuation, and Wealth Planning services* Comprehend investment strategic positioning and be able to articulate this to advisors and/or clients* Assist Associate Strategists, Analysts, and Interns with questions and assist in training necessary* Assist advisors with any general investment related requests. Which could include equity analysis, private investment analysis, tax transitions, strategic liquidations, charitable giving, portfolio hedging, concentrated holdings strategies, product/strategy questions, macro market or economic outlook, or any other general investment related question* Assist with due diligence reviews. Including due diligence calls and running analysis comparisons for current and prospective strategies## ## **We're looking for talent who:*** Has an understanding of economics and capital markets as well as various investment vehicles including, but not limited to: Mutual Funds, ETFs, SMAs, Direct Indexing, and Private Investments.* Ability to multi-task while maintaining careful attention to detail* Ability to work effectively both individually and within a team environment* Ability to present financial analysis results to advisors and end clients* Ability to interact and work effectively with other departments within the organization* Ability to work with a sense of urgency to meet deadlines and address competing priorities* Proficient skills with Microsoft Office software including Word, Excel, PowerPoint, and Outlook* Effective written, listening, and verbal communication skills* Effective problem solving and organizational skills* Owns and manages relationships with both internal and external stakeholders directly and work effectively with people at all levels in an organization* Has a minimum of a Bachelor's degree in finance, economics, or related field* This position requires a Series 65 license or both Series 7 and 66 licenses. If the required license(s) are not held at the time of hire, they must be obtained within 90 days of the start date. Failure to obtain the required license(s) within the applicable timeframe may result in reassignment to another role, if available, or termination of employment.* Has a minimum of 3 years of investment industry experience* Preferably has CFA or CFP , or progress towards one of these designations* Has previous experience in market research, asset allocation, portfolio management or investment due diligence preferred with higher preference given to client facing experience## #LI-AP1 #LI-Onsite #LI-Hybrid**Recommended Skills:**Asset Allocation, Client-Centric, Effective Communication, Innovation, Investment Management, Portfolio Management, Technical Proficiency, Time Management, Wealth Advisory Services, Work Collaboratively**Salary Range:**$76,695.00 - $115,804.00The 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.