Investment Strategist
Orion Advisor Technology, Lehighton, PA, United States
About this Opportunity
The Investment Strategist - OCIO role will work within the Portfolio Strategy team to develop investment strategy, product selection and asset allocation recommendations as well as facilitate the audit analysis of prospective client holdings. The Investment Strategist will also assist the portfolio management team by communicating with financial advisors and their clients as needed and by providing ongoing support on investment related activities. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
For Internal and External Candidates Candidates must work in-office at one of the following locations for at least 3 days per week: Lehi, UT.
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
Review client allocations for consistency with objectives and make rebalance recommendations as necessary
Create portfolio analytics to support allocation recommendations for new/existing OCIO clients
Have a thorough understanding of investment managers and strategies available to advisors and their clients that have been evaluated by OCIO's investment team; Additionally, be able to articulate OCIO's due diligence process for selecting these investment products and fit within client portfolio
Maintain knowledge of services available to OCIO clients and advisors-based client needs; this includes Banking & Lending, Philanthropic, Business Valuation, and Wealth Planning services
Comprehend investment strategic positioning and be able to articulate this to advisors and/or clients
We're looking for talent who:
Has a minimum 3 years of investment industry experience
Has previous experience in asset allocation, portfolio management and investment manager due diligence preferred
Possess analytical and quantitative skills
Has a Bachelor's degree
Current Series 65 required or the ability to obtain within 90 days after hire
Current CFA preferred or the ability to obtain after hire
Obtain Orion Industry Certification
Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
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.
#J-18808-Ljbffr
For Internal and External Candidates Candidates must work in-office at one of the following locations for at least 3 days per week: Lehi, UT.
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
Review client allocations for consistency with objectives and make rebalance recommendations as necessary
Create portfolio analytics to support allocation recommendations for new/existing OCIO clients
Have a thorough understanding of investment managers and strategies available to advisors and their clients that have been evaluated by OCIO's investment team; Additionally, be able to articulate OCIO's due diligence process for selecting these investment products and fit within client portfolio
Maintain knowledge of services available to OCIO clients and advisors-based client needs; this includes Banking & Lending, Philanthropic, Business Valuation, and Wealth Planning services
Comprehend investment strategic positioning and be able to articulate this to advisors and/or clients
We're looking for talent who:
Has a minimum 3 years of investment industry experience
Has previous experience in asset allocation, portfolio management and investment manager due diligence preferred
Possess analytical and quantitative skills
Has a Bachelor's degree
Current Series 65 required or the ability to obtain within 90 days after hire
Current CFA preferred or the ability to obtain after hire
Obtain Orion Industry Certification
Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
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.
#J-18808-Ljbffr