Orion Advisor Solutions
Fixed Income Trader
As a Fixed Income Trader, you will be responsible for executing all day-to-day trading functions within Fixed Income Separately Managed Accounts (SMAs). This includes handling buy/sell transactions across treasuries, municipal bonds, and corporate bonds. The trader will also contribute to recurring and ad-hoc reporting, client communications, and special projects, ensuring optimal portfolio performance and alignment with client needs. 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: Execute trades and manage all aspects of Fixed Income SMAs, including new portfolio investments, reinvesting cash from coupon payments and maturities, and handling special client requests Communicate with clients regarding withdrawals, investment needs, and portfolio performance Document all transactions and coordinate settlements with custodians and brokers Produce and distribute weekly, monthly, and quarterly reports for the Fixed Income Committee and clients Maintain thorough documentation of all work processes and suggest improvements where applicable Ensure strict compliance with all industry regulations and client-specific guidelines Collaborate effectively with internal teams and external clients, providing support across business functions as needed Cross-train and adapt to meet evolving business needs We're looking for talent who: Have a basic understanding of fixed income portfolio metrics, including yield, duration, and convexity Can multi-task while maintaining attention to detail and meeting deadlines Have strong analytical skills and proficiency in tools such as Excel and Bloomberg Can work effectively both independently and within a team Have excellent problem-solving and organizational skills Can handle urgent tasks and shifting priorities Have a Series 65 License (or ability to obtain one within 90 days of employment) Have a minimum of Bachelor's Degree in Business, Finance, or related field Have less than 1 year of experience Obtain Orion Industry Certification Own and manage relationships with stakeholders directly and work effectively with people at all levels in an organization Salary Range: $32.34 - $48.15 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 DNAwe 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.
As a Fixed Income Trader, you will be responsible for executing all day-to-day trading functions within Fixed Income Separately Managed Accounts (SMAs). This includes handling buy/sell transactions across treasuries, municipal bonds, and corporate bonds. The trader will also contribute to recurring and ad-hoc reporting, client communications, and special projects, ensuring optimal portfolio performance and alignment with client needs. 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: Execute trades and manage all aspects of Fixed Income SMAs, including new portfolio investments, reinvesting cash from coupon payments and maturities, and handling special client requests Communicate with clients regarding withdrawals, investment needs, and portfolio performance Document all transactions and coordinate settlements with custodians and brokers Produce and distribute weekly, monthly, and quarterly reports for the Fixed Income Committee and clients Maintain thorough documentation of all work processes and suggest improvements where applicable Ensure strict compliance with all industry regulations and client-specific guidelines Collaborate effectively with internal teams and external clients, providing support across business functions as needed Cross-train and adapt to meet evolving business needs We're looking for talent who: Have a basic understanding of fixed income portfolio metrics, including yield, duration, and convexity Can multi-task while maintaining attention to detail and meeting deadlines Have strong analytical skills and proficiency in tools such as Excel and Bloomberg Can work effectively both independently and within a team Have excellent problem-solving and organizational skills Can handle urgent tasks and shifting priorities Have a Series 65 License (or ability to obtain one within 90 days of employment) Have a minimum of Bachelor's Degree in Business, Finance, or related field Have less than 1 year of experience Obtain Orion Industry Certification Own and manage relationships with stakeholders directly and work effectively with people at all levels in an organization Salary Range: $32.34 - $48.15 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 DNAwe 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.