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 TownSquare’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.
For Internal and External Candidates:
Candidates must work in-office at one of the following locations for at least 3 days per week: Lehi, UT.

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
• Preferrable 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

LI-AP1

LI-Onsite

LI-Hybrid

Salary Range:
$28.36 - $41.66
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

• 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 client