Investment Strategist

Orion Advisor Solutions, Inc.; Lehi (UT); Hybrid; USD 77,000 - 116,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Disability insurance

401(k) match

Paid parental leave

Pet benefits

Student loan repayment

Job summary

Orion Advisor Solutions, Inc. is seeking an Investment Strategist to collaborate with the portfolio team on strategy, product selection, and asset allocation. You will support advisors and clients, and help the sales team with strategic insights.

You will review client risk objectives, prepare tailored portfolios, and present recommendations to advisors. A Series 65 or 7/66 license is required within 90 days, with a minimum of 3 years in the investment industry.

Qualifications

• Bachelor's degree in finance, economics, or related field required.
• Series 65 or Series 7 & 66 licenses must be obtained within 90 days of hire.
• Minimum 3 years of investment industry experience.
• Familiarity with Mutual Funds, ETFs, SMAs, Direct Indexing, and Private Investments.

Responsibilities

• Review risk tolerances and goals to tailor asset allocations.
• Assist in investment management of client portfolios as directed by PM team.
• Generate proposals for tailored investment portfolios to advisors/clients.
• Meet with advisors to review proposals and rebalance client allocations.
• Create portfolio analytics and macroeconomic content for clients.

Skills

Client-Centric

Due Diligence

Effective Communication

Innovation

Investment Management

Portfolio Management

Technical Proficiency

Time Management

Work Collaboratively

Education

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

Series 65 or Series 7 & 66 licenses (must obtain within 90 days)

CFA or CFP, or progress towards one of these designations

Tools

Microsoft Office

Job description

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.

Recommended Skills

• Client-Centric
• Due Diligence
• Effective Communication
• Innovation
• Investment Management
• Portfolio Management
• Technical Proficiency
• Time Management
• Work Collaboratively

Salary Range

$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-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

At Orion, we achieve our best work when 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 innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients. At Orion, our work is driven by a shared mission to create beautiful technology, comprehensive investment management solutions, and flexible support services that empower financial professionals to realize their vision for success. 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 ever to push the boundaries of what’s possible to help our clients bring life to their vision for success. If you’re ready to grow your career and work alongside amazing teammates, you’ve come to the right place.