Investment Strategist

About this Opportunity:

​​​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 as well as facilitate the analysis of prospective client holdings. The Investment Strategist will assist the portfolio management team by communicating with financial advisors and their clients as needed and by providing ongoing support on investment-related activities. The Investment Strategist will also provide guidance to the internal sales team for non-Wealth Advisory cases in which advice on asset allocation and portfolio construction is needed. As we continue to evolve and live our Orion values, we are looking for someone to grow with us. ​​

It is anticipated that an incumbent in this role will work as a Hybrid employee , with three (3) or more days each week required on-site at one of the listed office locations.

Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.

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

Assist in investment management of client portfolios as directed by portfolio management team

Generate proposals based on recommendations for tailored investment portfolios to be presented to advisors and/or prospective clients

Meet with advisors to review proposals

Review client allocations for consistency with objectives and make rebalance recommendations as necessary

Create portfolio analytics to support allocation recommendations for new/existing advisor clients

Create macroeconomic and market related content including, but not limited to, blogs, videos, and general commentary

Have a thorough understanding of investment managers and strategies available to advisors and their clients that have been evaluated by Orion. Additionally, be able to articulate the Orion due diligence process for selecting these investment products and fit within client portfolios

Maintain knowledge of services available to Orion clients and advisors based on client needs; this includes, but is not limited to, Banking & Lending, Philanthropic, Business Valuation, and Wealth Planning services

Comprehend investment strategic positioning and be able to articulate this to advisors and/or clients

Assist Associate Strategists, Analysts, and Interns with questions and assist in training necessary

Assist advisors with any general investment related requests. Which could include equity analysis, private investment analysis, tax transitions, strategic liquidations, charitable giving, portfolio hedging, concentrated holdings strategies, product/strategy questions, macro market or economic outlook, or any other general investment related question

Assist with due diligence reviews. Including due diligence calls and running analysis comparisons for current and prospective strategies

We're looking for talent who:

Has an understanding of economics and capital markets as well as various investment vehicles including, but not limited to: Mutual Funds, ETFs, SMAs, Direct Indexing, and Private Investments.

Ability to multi-task while maintaining careful attention to detail

Ability to work effectively both individually and within a team environment

Ability to present financial analysis results to advisors and end clients

Ability to interact and work effectively with other departments within the organization

Ability to work with a sense of urgency to meet deadlines and address competing priorities

Proficient skills with Microsoft Office software including Word, Excel, PowerPoint, and Outlook

Effective written, listening, and verbal communication skills

Effective problem solving and organizational skills

Owns and manages relationships with both internal and external stakeholders directly and work effectively with people at all levels in an organization

Has a minimum of a Bachelor's degree in finance, economics, or related field

This position requires a Series 65 license or both Series 7 and 66 licenses. If the required license(s) are not held at the time of hire, they must be obtained within 90 days of the start date. Failure to obtain the required license(s) within the applicable timeframe may result in reassignment to another role, if available, or termination of employment.

Has a minimum of 3 years of investment industry experience

Preferably has CFA or CFP , or progress towards one of these designations

Has previous experience in market research, asset allocation, portfolio management or investment due diligence preferred with higher preference given to client facing experience

• #LI-AP1
• #LI-Onsite
• #LI-Hybrid

Recommended Skills:

Client-Centric, Due Diligence, Effective Communication, Innovation, Investment Management, Portfolio Management, Technical Proficiency, Time Management, Work Collaboratively

Salary Range:

$76,695.00 - $115,804.00 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 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.