Investment Portfolio Specialist

6 days ago


Provo, Utah, United States Orion Corporation Full time
About Orion Corporation
As a forward-thinking organization, we're committed to delivering exceptional results for our clients. Our Fixed Income Trader role is a key part of this mission.

Salary Range: $26.36 - $39.13
We offer a competitive compensation package that takes into account geographic location, job-related knowledge, skills, and experience. This includes a range of benefits such as health, dental, and vision coverage, a 401(k) plan with employer match, paid parental leave, pet benefits, and more.

About the Role
In this exciting position, you'll be responsible for executing day-to-day trading functions within Fixed Income Separately Managed Accounts (SMAs). Your duties will include handling buy/sell transactions across treasuries, municipal bonds, and corporate bonds. You'll also contribute to recurring and ad-hoc reporting, client communications, and special projects, ensuring optimal portfolio performance and alignment with client needs.

Your 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.

You'll Thrive in This Role If:
  • You have a basic understanding of fixed income portfolio metrics, including yield, duration, and convexity.
  • You can multitask while maintaining attention to detail and meeting deadlines.
  • You possess strong analytical skills and proficiency in tools such as Excel and Bloomberg.
  • You can work effectively both independently and within a team.
  • You have excellent problem-solving and organizational skills.
  • You can handle urgent tasks and shifting priorities.
  • You hold a Series 65 License or are able to obtain one within 90 days of employment.
  • You have a minimum of a Bachelor's Degree in Business, Finance, or a related field.
  • You have less than 1 year of experience.
  • You are willing to obtain Orion Industry Certification.


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