Senior Investment Due Diligence Analyst — Hybrid

Orion; Philadelphia (Philadelphia County); Híbrido; USD 92.000 - 141.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health benefits day one

401(k) with employer match

Parental leave

Pet benefits (pawternity)

Descripción de la vacante

Orion is seeking a Senior Investment Due Diligence Analyst to evaluate investment solutions across wealth management platforms. You will conduct manager research across traditional and private asset classes and present analyses to the Investment Due Diligence Committee.

The position is hybrid with on-site requirements three days per week, located near an Orion office. Strong communication, CFA, and Series licenses are required, with 5+ years experience in the field.

Formación

• CFA required.
• Series 65 license or Series 7 & 66 within 90 days of start date.
• Bachelor's degree in economics, finance, business, or related field.
• At least 5 years of experience in investment or due diligence.

Responsabilidades

• Serve as a generalist analyst covering investment strategies across product vehicles and asset classes.
• Conduct thorough manager due diligence including onsite visits and performance attribution.
• Evaluate private market managers and funds, including terms, liquidity, and fees.
• Lead new manager searches and prepare recommendations for the Diligence Committee.
• Support discretionary portfolios with portfolio management and analytics.
• Communicate research insights to sales teams, advisors, and clients.

Conocimientos

Asset Allocation

Capital Markets

Financial Markets

Fixed Income Investments

Investment Due Diligence

Investment Management Systems

Investment Products

Investments Analysis

Wealth Management

Educación

Bachelor's degree in economics/finance/business

CFA

Series 65 or Series 7 & 66 (within 90 days)

5+ years of experience

Herramientas

Morningstar Direct

FactSet

eVestment

Preqin or PitchBook (plus)

Descripción del empleo

Orion is seeking a Senior Investment Due Diligence Analyst to evaluate investment solutions across wealth management platforms. You will conduct manager research across traditional and private asset classes and present analyses to the Investment Due Diligence Committee.

The position is hybrid with on-site requirements three days per week, located near an Orion office. Strong communication, CFA, and Series licenses are required, with 5+ years experience in the field.