Job details

Associate Investment Research Analyst

About this Opportunity:

As an Associate Investment Research Analyst on the Investment and Portfolio/Fund Management Strategy & Analysis Team, you will be responsible for assisting in providing investment research and analysis to multiple product lines, including making investment recommendations, assisting with the development of analytic models, assessments and/or applications in support of portfolio and risk management efforts. Creating and delivering internal/external performance research reports, conducting analysis of performance attribution and producing communication material, including market commentary and client reviews for Orion. 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:

Provide support to investment strategy functions including portfolio analytics, monitoring investment strategies, assisting investment strategists with proposals, advisor and investor phone calls, allocation decisions, and creating marketing pieces, as well as providing money management functions as necessary, including but not limited to supporting the investment management team
Help create and maintain client performance presentations not less than quarterly, client/prospect presentations, conference slide decks including but not limited to economic presentations, and capital market reviews
Utilize analytics to assess future risk, opportunities, and effectiveness. Translate results into meaningful solutions to enhance decision making
Utilize industry best practices to quantify risk and aggregate exposures. Assist with development of systems and programs that measure aggregate risk exposures
Create statistical reporting and financial analysis to forecast results for required stress test scenarios. Analyze and challenge stress testing results
Create reports and charts with market/economic data via various sources and produce accompanying commentary to portfolio management team
Input, validate, analyze and report on data relevant to all separate accounts and total return portfolios
Research and prepare reports on economic data for integration into quarterly economic outlook
Identify and produce analysis on global research topics that support thought leadership at the firm
Present summarization of risk analysis to various levels of management
Write-up company overviews and proposals; build written investment cases with supporting documents and spreadsheets for those companies using Orion’s investment criteria; post commentary on Orion blog and various internal sites for viewing by clients and internals
Act as liaison between sales/marketing and the investment team
Create client reviews providing a detailed analysis of a client’s performance and commentary pertaining to client’s specific strategy

We’re looking for talent who:

Has minimum of a Bachelor’s degree in Finance, Economics or related field
Possess prior experience working within the financial services industry
Has the ability to obtain Service 65 License
Is wanting to or already working towards CFA
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:

$53,633.00 - $78,768.00

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

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.

Orion Advisor Technology Glassdoor Company Review

4.1

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CEO of Orion Advisor Technology

Eric Clarke

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By Orion Advisor Technology

Orion’s mission is to enable fiduciary advisors to operationalize their vision for success. We do so by delivering best-in-class technology, empowering advisors to innovate, disrupt, and win.

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INDUSTRY

Business Consulting

TEAM SIZE

1001-5000

LOCATION

Hybrid, based in Omaha, NE

DATE POSTED

August 4, 2023