Fixed Income Portfolio Manager

3 weeks ago


Provo, Utah, United States Orion Corporation Full time
About this Opportunity:

As a Fixed Income Trader at Orion Corporation, you will be responsible for executing all day-to-day trading functions within Fixed Income Separately Managed Accounts (SMAs). This includes handling buy/sell transactions across treasuries, municipal bonds, and corporate bonds. The trader will also contribute to recurring and ad-hoc reporting, client communications, and special projects, ensuring optimal portfolio performance and alignment with client needs.

Key Responsibilities:
  • Execute trades and manage all aspects of Fixed Income SMAs, including new portfolio investments, reinvesting cash from coupon payments and maturities, and handling special client requests
  • Communicate with clients regarding withdrawals, investment needs, and portfolio performance
  • Document all transactions and coordinate settlements with custodians and brokers
  • Produce and distribute weekly, monthly, and quarterly reports for the Fixed Income Committee and clients
  • Maintain thorough documentation of all work processes and suggest improvements where applicable
  • Ensure strict compliance with all industry regulations and client-specific guidelines
  • Collaborate effectively with internal teams and external clients, providing support across business functions as needed
  • Cross-train and adapt to meet evolving business needs
Requirements:
  • Basic understanding of fixed income portfolio metrics, including yield, duration, and convexity
  • Ability to multi-task while maintaining attention to detail and meeting deadlines
  • Strong analytical skills and proficiency in tools such as Excel and Bloomberg
  • Ability to work effectively both independently and within a team
  • Excellent problem-solving and organizational skills
  • Ability to handle urgent tasks and shifting priorities
  • Has a Series 65 License (or ability to obtain one within 90 days of employment)
  • Has a minimum of Bachelor's Degree in Business, Finance, or related field
  • Has less than 1 year of experience
  • Obtains Orion Industry Certification
  • Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
About Us:

At Orion Corporation, 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.

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