Portfolio Specialist

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

About this Opportunity As a Portfolio Specialist, you are responsible for executing trade orders on all Brinker Capital client accounts and managing the product portfolios to be aligned to the models provided by the Investment team. This role requires a deep understanding of financial markets, investment strategies, and risk management, as well as strong analytical and communication skills. 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:

• Execute trade orders for Brinker Capital client accounts
• Monitor market conditions and make real-time decisions to achieve best execution for trades, considering factors like liquidity, market impact, and transaction costs
• Develop and maintain relationships with third party money managers, security dealers and custodian banks
• Conduct in-depth research and analysis of financial markets, macroeconomic trends, and individual securities to identify potential investment opportunities and risks
• Stay informed about regulatory changes, market developments, and industry trends that may impact trading decisions
• Develop and implement risk management strategies to protect portfolio value during market downturns
• Conduct account maintenance trading which includes contributions, withdrawals, etc.
• Invest new client accounts to the 3rd party model or discretionary model
• Monitor portfolio drift across client accounts to ensure adherence to model portfolio
• Rebalance client accounts according to rebalance protocol or discretionary asset allocation changes
• Execute Brinker’s Investment team’s instructions regarding portfolio changes in a timely and effective manner
• Prepare and present performance reports for investment portfolios, including trade summaries, transaction costs, and portfolio attribution analysis
• Collaborate with reporting teams to ensure accurate and timely reporting to internal stakeholders and clients
• Build an expert knowledge of the team's modeling and order creation system
• Produce various internal reports relating to orders on a timely and accurate basis
• Maintain industry knowledge and keeps abreast of current market conditions
• Source liquidity for illiquid securities
• Adhere to all relevant regulatory guidelines and internal compliance policies while executing trades and managing portfolios
• Collaborate with compliance teams to ensure adherence to legal and regulatory requirements

We're looking for talent who has:

• Proven experience in trading and portfolio management within an asset management firm or a financial institution
• Strong understanding of financial markets, investment strategies, and risk management principles
• Proficiency in using trading platforms, order management systems, and financial analysis tools
• Excellent analytical skills with the ability to interpret complex data and draw meaningful conclusions
• Effective communication and presentation skills to convey investment ideas and portfolio updates
• Knowledge of trading methods and strategies required
• Minimum of a Bachelor’s degree in Business or related financial field, required
• 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.
• Minimum of 3 years of experience in the financial services industry Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization #LI-AP1 #LI-Onsite #LI-Hybrid

Recommended Skills:

• Client-Centric
• Effective Communication
• Innovation
• Investment Portfolios
• Risk Management
• Technical Proficiency
• Time Management
• Work Collaboratively

Salary Range:

$63,899.00 - $95,151.00 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.

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.