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Investment Strategist: Asset Allocation & Due Diligence

Orion, Lehi, UT, United States


A financial services firm in Lehi, UT is seeking an Investment Strategist - OCIO to develop investment strategies and support portfolio management. The ideal candidate will have a minimum of 3 years of investment industry experience, strong analytical skills, and a Bachelor's degree. Responsibilities include asset allocation recommendations, managing client portfolios, and communicating investment strategies to clients. Competitive benefits include health coverage and student loan repayment. #J-18808-Ljbffr