Investment Strategist

ORION•Lehi, UT

8d•$76,695 - $115,804•Hybrid

About The Position

As an Investment Strategist, you will collaborate with the portfolio consultant and portfolio management team to develop investment strategy, product selection, and asset allocation recommendations, and facilitate analysis of prospective client holdings. You will support the portfolio management team by communicating with financial advisors and their clients as needed and providing ongoing assistance with investment-related activities. You will also guide the internal sales team on non-Wealth Advisory cases requiring advice on asset allocation and portfolio construction. This is a hybrid position requiring at least three days per week on-site at one of the listed office locations. Candidates should live within commuting distance of an office. Work location may change based on business needs.

Requirements

Understanding of economics, capital markets, and investment vehicles such as mutual funds, ETFs, SMAs, direct indexing, and private investments.
Ability to multitask while maintaining careful attention to detail.
Ability to work effectively independently and as part of a team.
Ability to present financial analysis results to advisors and end clients.
Ability to work effectively with other departments within the organization.
Ability to work with urgency to meet deadlines and manage competing priorities.
Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook.
Effective written, listening, and verbal communication skills.
Effective problem-solving and organizational skills.
Ability to own and manage relationships with internal and external stakeholders and work effectively with people at all organizational levels.
Bachelor’s degree in finance, economics, or a related field.
Series 65 license, or both Series 7 and Series 66 licenses. If not held at hire, required license(s) must be obtained within 90 days of the start date; failure to do so may result in reassignment, if available, or termination.
At least 3 years of investment industry experience.

Nice To Haves

CFA or CFP designation, or progress toward one of these designations.
Previous experience in market research, asset allocation, portfolio management, or investment due diligence; client-facing experience is preferred.

Responsibilities

Review prospective clients’ risk tolerances and goals to recommend suitable products and asset allocations.
Assist with investment management of client portfolios as directed by the portfolio management team.
Generate proposals for tailored investment portfolios to present to advisors and prospective clients.
Meet with advisors to review proposals.
Review client allocations for consistency with objectives and recommend rebalancing as needed.
Create portfolio analytics supporting allocation recommendations for new and existing advisor clients.
Create macroeconomic and market-related content, including blogs, videos, and general commentary.
Understand investment managers and strategies evaluated by Orion, and explain Orion’s due diligence process and how selected products fit into client portfolios.
Maintain knowledge of services available to Orion clients and advisors, including Banking & Lending, Philanthropic, Business Valuation, and Wealth Planning services.
Understand and articulate investment strategic positioning to advisors and clients.
Assist Associate Strategists, Analysts, and Interns with questions and training.
Respond to advisors’ general investment-related requests, which may involve equity or private investment analysis, tax transitions, strategic liquidations, charitable giving, portfolio hedging, concentrated holdings strategies, product and strategy questions, and macroeconomic or market outlook.
Assist with due diligence reviews, including due diligence calls and comparative analysis of current and prospective strategies.