Investment Strategist

About this Opportunity: 

​​​The Investment Strategist - OCIO role will work within the Portfolio Strategy team to develop investment strategy, product selection and asset allocation recommendations as well as facilitate the audit analysis of prospective client holdings. The Investment Strategist will also assist the portfolio management team by communicating with financial advisors and their clients as needed and by providing ongoing support on investment related activities. As we continue to evolve and live our Orion values, we are looking for someone to grow with us. ​​

Location Status:
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  

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

• 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 a minimum 3 years of investment industry experience 

• Has previous experience in asset allocation, portfolio management and investment manager due diligence preferred 

• Possess analytical and quantitative skills 

• Has a Bachelor's degree 

• Current Series 65 required or the ability to obtain within 90 days after hire     

• Current CFA preferred or the ability to obtain after hire 

• 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 

Recommended Skills:

Salary Range:

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.