Senior Investment DD Lead — Private Markets

Orion Advisor Technology, LLC; Philadelphia (Philadelphia County); Hybrid; USD 92,000 - 141,000; Full time

Job summary

Orion Advisor Technology, LLC is seeking a Senior Investment Due Diligence Analyst to evaluate investment solutions across Orion Wealth Management platforms and support discretionary portfolios. You will conduct manager research, author Guiding Star research reports, and present recommendations to the Investment Due Diligence Committee.

The role requires CFA, a Series 65 (or 7 & 66) license to be obtained within 90 days, and a minimum of five years of experience in economics, finance, or related

Qualifications

• CFA is required.
• Series 65 license or Series 7 and 66; must obtain within 90 days of start date.
• Bachelor's degree in economics, finance, business, or related field.
• Minimum of 5 years of experience.

Responsibilities

• Serve as a generalist analyst covering multiple investment strategies across product vehicles and asset classes.
• Conduct thorough manager due diligence, including onsite visits, performance attribution, and Guiding Star reports.
• Evaluate private market managers and funds, including terms, documentation, valuation, liquidity, and fees.
• Lead new manager searches and termination recommendations using quantitative and qualitative analysis.
• Present and debate due diligence analyses to the Investment Due Diligence Committee.
• Provide portfolio management and analytical support for discretionary portfolios and retirement services.

Skills

Asset Allocation

Capital Markets

Financial Markets

Fixed Income Investments

Investment Due Diligence

Investment Management Systems

Investment Products

Investments Analysis

Wealth Management

Education

CFA

Bachelor's Degree in economics/finance/business

Tools

Morningstar Direct

FactSet

eVestment

Preqin

PitchBook

Job description

Orion Advisor Technology, LLC is seeking a Senior Investment Due Diligence Analyst to evaluate investment solutions across Orion Wealth Management platforms and support discretionary portfolios. You will conduct manager research, author Guiding Star research reports, and present recommendations to the Investment Due Diligence Committee.

The role requires CFA, a Series 65 (or 7 & 66) license to be obtained within 90 days, and a minimum of five years of experience in economics, finance, or related