Orion is a company dedicated to supporting one another and delivering transformative outcomes. As a Fixed Income Trader, you will execute day-to-day trading functions within Fixed Income Separately Managed Accounts, handle buy/sell transactions, and ensure optimal portfolio performance while communicating with clients and producing reports.
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
Skills
- 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
- This position requires a Series 65 license or both Series 7 and 66 licenses. If the required license(s) are not held at the time of hire, they must be obtained within 90 days of the start date. Failure to meet this requirement may result in termination of employment in accordance with company policy
- Has a minimum of Bachelor's Degree in Business, Finance, or related field
- Has less than 1 year of experience
- Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
Benefits
- 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
Company Overview
Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. It was founded in 1999, and is headquartered in Omaha, Nebraska, USA, with a workforce of 1001-5000 employees. Its website is https://orionadvisortech.com/.
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