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Investment Strategist, OCIO & Portfolio Strategy

Orion Advisor Technology, Lehighton, PA, United States


A financial services firm is seeking an Investment Strategist to develop investment strategies and manage client portfolios. The role requires at least 3 years of investment industry experience and a Bachelor's degree. Responsibilities include making asset allocation recommendations, generating proposals, and maintaining relationships with stakeholders. The estimated salary range is $76,695 - $115,804 with a comprehensive benefits package available from day one. #J-18808-Ljbffr