Senior Investment Due Diligence Analyst

Orion • Philadelphia, PA

1d • Hybrid

About The Position

The Senior Investment Due Diligence Analyst evaluates and oversees investment solutions across Orion Wealth Management platforms. The role conducts manager research across traditional and private asset classes, presents analyses and recommendations to the Investment Due Diligence Committee, and provides analytical and portfolio management support to discretionary investment teams and other business lines. It also communicates research insights to internal stakeholders, advisors, and clients and contributes to due diligence processes and platform strategies.

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.

The analyst works across public and private markets, supports discretionary portfolios and other business lines, contributes to due diligence framework improvements, and mentors Investment Analysts. The position requires a CFA, a bachelor’s degree in economics, finance, business, or a related field, at least five years of experience, and the required securities license(s).

Requirements

• CFA designation required.
• A bachelor’s degree in economics, finance, business, or a related field is required.
• 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.
• Strong stakeholder relationship-building and collaboration skills across organizational levels.
• Ability to work independently and as part of a team, manage multiple priorities with attention to detail, and meet deadlines with a sense of 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 Series 66 licenses is required. If the required license(s) are not held at hire, they must be obtained within 90 days of the start date; failure to meet this requirement may result in termination in accordance with company policy.

Nice To Haves

• Experience with research platforms such as Morningstar Direct, FactSet, and eVestment.
• Experience with private market data providers such as Preqin or PitchBook.

Responsibilities

• Cover a range of investment strategies across product vehicles and asset classes, including private funds and limited partnerships.
• Conduct manager due diligence, including onsite visits and performance attribution, and author 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 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.
• Enhance Orion’s proprietary due diligence framework, including its 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 sales teams, financial advisors, and clients.
• Contribute to marketing and educational materials showcasing 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.

Benefits

• Health coverage effective on day one.
• Dental coverage effective on day one.
• Vision coverage effective on day one.
• Disability coverage effective on day one.
• 401(k) plan with employer match.
• Paid parental leave.
• Pet benefits, including pawternity leave and pet insurance.
• Student loan repayment.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior