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Investment Research Analyst

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Orion Advisor Solutions LLC

2021-12-03 08:51:29

Job location Omaha, Nebraska, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Now hiring for a NEW Investment Research Analyst!

As a Research Analyst on the investment team, you'll be responsible for assisting in investment strategy review and selection, assisting advisors and sales in understanding our investment strategies, creating and delivering internal/external presentations, conducting analysis of performance attribution and producing communication material.

This team will also h elp create performance presentations including conference slide decks and market review presentations.

Education/Experience Needed:

Minimum of a Bachelor's Degree in Finance, Economics or related field required
• Experience working within the financial services industry preferred
• Currently pursuing or interested in the CFA program
• Series 65 required or ability to obtain within 90 days of employment

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