Orion Advisor Technology
Associate Investment Strategist
Orion Advisor Technology, Lehighton, Pennsylvania, United States
About this Opportunity
As an Associate Investment Strategist, you will assist in the day-to-day tasks related to analyzing client portfolios and generating proposals. Interact as necessary with advisors regarding open requests and provide expertise around TownSquare's investment line-up. You will assist with preparing and compiling end‑of‑quarter marketing materials and reports. Also, provide due diligence support to the Investment Team including gathering and organizing information generated during the due diligence process; participating in due diligence phone calls and meetings; and compiling materials for Investment Committee presentations. 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.
Generate portfolio audit reports as requested by OCIO advisors.
Generate proposals based on recommendations for tailored investment portfolios to be presented to advisors and/or prospective clients.
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 advisor‑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 or is progressing towards a Bachelor's Degree in Finance, Economics, or a related field.
Has prior experience in asset allocation, portfolio management, and investment manager due diligence.
Possesses analytical and quantitative skills.
Has progress toward the CFA.
Has less than one year of experience.
Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization.
Salary Range $28.36 - $41.66
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.
#LI-AP1 #LI-Onsite #LI-Hybrid
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.
Generate portfolio audit reports as requested by OCIO advisors.
Generate proposals based on recommendations for tailored investment portfolios to be presented to advisors and/or prospective clients.
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 advisor‑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 or is progressing towards a Bachelor's Degree in Finance, Economics, or a related field.
Has prior experience in asset allocation, portfolio management, and investment manager due diligence.
Possesses analytical and quantitative skills.
Has progress toward the CFA.
Has less than one year of experience.
Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization.
Salary Range $28.36 - $41.66
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.
#LI-AP1 #LI-Onsite #LI-Hybrid
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