Investment Strategist
Orion(4 days ago)
About this role
The Investment Strategist - OCIO role at Orion involves developing investment strategies, making product and asset allocation recommendations, and supporting client portfolios through analytical insights and due diligence. The position requires collaboration with financial advisors, maintaining knowledge of investment products, and articulating strategic positioning to clients.
Required Skills
- Asset Allocation
- Portfolio Management
- Investment Due Diligence
- Quantitative Analysis
- Client Relationships
Qualifications
- Bachelor's Degree
- Series 65
- CFA
About Orion
orion.comOrion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship.
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