Senior Investment Due Diligence Analyst

ORION•Philadelphia, PA

1d•$91,820 - $140,567•Hybrid

About The Position

As a Senior Investment Due Diligence Analyst, you will evaluate and oversee investment solutions across Orion Wealth Management platforms. You will conduct manager research across traditional and private asset classes and present analyses and recommendations to the Investment Due Diligence Committee. You will also provide analytical and portfolio management support to discretionary investment teams and other business lines, and communicate research insights to internal stakeholders, advisors, and clients. The role offers the opportunity to influence the strategies available on Orion’s platforms, strengthen due diligence processes, and work within a collaborative investment team covering public and private markets. The position is anticipated to be hybrid, requiring at least three days each 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

CFA required.
A bachelor’s degree in economics, finance, business, or a related field.
At least 5 years of experience.
Experience conducting due diligence on private market managers and funds, such as private equity, private credit, real estate, infrastructure, or other alternatives.
Strong knowledge of capital markets, asset allocation, manager selection, and the asset management industry.
Effective communication, analytical, and writing skills, including experience presenting to committees, senior leadership, and external investment managers.
Ability to build strong stakeholder relationships and collaborate across all levels of an organization.
Ability to work independently and as part of a team, manage multiple priorities with attention to detail, and meet deadlines with urgency.
Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.
Familiarity with AI and how it can be integrated to enhance manager research and due diligence.
A Series 65 license or both Series 7 and 66 licenses is required. If the required license or licenses are not held at hire, they must be obtained within 90 days of the start date; failure to do so may result in termination in accordance with company policy.

Nice To Haves

Experience with private market data providers such as Preqin or PitchBook.

Responsibilities

Serve as a generalist analyst covering investment strategies across product vehicles and asset classes, including private funds and limited partnerships.
Conduct manager due diligence, including onsite visits, performance attribution, and writing Guiding Star research reports.
Evaluate private market managers and funds, including their strategies, teams, fund terms and documentation, valuation practices, liquidity, and fees.
Lead new manager searches and develop termination recommendations using quantitative and qualitative decision-making.
Present and debate due diligence analyses and recommendations as a member of the Investment Due Diligence Committee.
Work with senior investment management to identify product gaps and assess new products and initiatives.
Contribute to improvements in Orion’s proprietary due diligence framework, processes, policies, and governance standards.
Provide portfolio management and analytical support for discretionary portfolios and other business lines, including retirement services and 529 plans.
Communicate manager analysis and due diligence recommendations to internal and external stakeholders, including the sales team, financial advisors, and clients.
Contribute to marketing and educational materials about Orion’s due diligence capabilities.
Mentor and guide Investment Analysts.
Participate in cross-functional initiatives and research projects across the investment team and broader wealth management organization.
Maintain current knowledge of economic and financial market conditions.