About this Opportunity:
As an Associate Investment Strategist, you will assist in the day-to-day tasks related to analyzing client portfolios and generating proposals. Interact as necessary with advisors regarding open requests and provide expertise around OCIO's investment line-up. You will assist with preparing and compiling end of quarter marketing materials and reports. Also, provide due diligence support to the Investment Team including: Gathering and organizing information generated during due diligence process; participating in due diligence phone calls and meetings; and compile materials for Investment Committee presentations. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
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
Generate portfolio audit reports as requested by OCIO advisors
Generate proposals based on recommendations for tailored investment portfolios to be presented to advisors and/or prospective clients
Create portfolio analytics to support allocation recommendations for new/existing OCIO clients
Have a thorough understanding of investment managers and strategies available to advisors and their clients that have been evaluated by OCIO's investment team; Additionally, be able to articulate OCIO's due diligence process for selecting these investment products and fit within client portfolio
Maintain knowledge of services available to OCIO clients and advisors-based client needs; this includes Banking & Lending, Philanthropic, Business Valuation, and Wealth Planning services
Comprehend investment strategic positioning and be able to articulate this to advisors and/or clients
We’re looking for talent who:
Has or progress towards Bachelor's Degree in Finance, Economics, or a related field
Preferably has previous experience in asset allocation, portfolio management and investment manager due diligence
Possess analytical and quantitative skills
Preferably has progress towards CFA
Less than one year of experience
Obtain Orion Industry Certification
Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
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Salary Range:
$25.79 - $37.87The 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
As One-Orion, we accomplish our best work by being personally accountable to each other and the clients we serve. We are creating a welcoming environment where everyone is respected, valued, and heard. Our willingness to disrupt ourselves, and the industry ensures we stay ahead of client expectations. Thinking differently is in our DNA – we innovate, push boundaries, reject the status quo, and relentlessly pursue transformative outcomes. It is our collective will to win that drives Orion’s success and powers success for our clients and everyone at Orion.
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