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Trading Analyst

Company: Orion Advisor Solutions LLC
Location: Omaha
Posted on: September 24, 2022

Job Description:

The Trading Analyst for Orion Portfolio Solutions is responsible for performing activities aimed at improving daily trading and implementing operations efficiencies for our business.This position will be responsible for processing trading errors and working with the custodians and our internal Operational Risk Management teams to resolve. Additionally this individual will be responsible for ensuring the advisors expectations are met when managing their accounts as well as working on periodic trading projects. Essential Functions of the Job

  • Assist and service Advisors, Operations, and other Traders using the Orion platform
  • Coordinate with Investment Strategists to ensure they are updating their models correctly and using the correct funds available
  • Perform daily, weekly, and monthly reports to ensure accounts are being managed to advisors expectations - examples are model maintenance, fee funding, and systematic withdrawal funding
  • Develop relationship with our custodial partners and understand the unique processes for each
  • Coordinate with the Senior Trading Analyst to review and enter trade corrections
  • Become subject matter expert in trading processes, platform functions and best practices to support our service and processing teams
  • Provide cross functional support with the OPS Trading team, as needed
  • Other duties, as assigned Skills Needed to Perform the Job
    • Working knowledge of investment products, structures, drivers, and regulatory environment
    • Ability to think broadly and be proactive about impact of events, market information, etc., as they affect trade execution process
    • React well under pressure and manage difficult or emotional customer and advisor situations
    • Communicate well with internal and external stakeholders
    • Act with professionalism and diplomacy when communicating
    • Diagnose and troubleshoot issues utilizing creative and critical/analytical thinking skills
    • Ability to multi-task while maintaining careful attention to detail
    • Meet deadlines and address competing priorities
    • Intermediate to advanced proficiency with Microsoft Office software, especially Excel
    • Drive to always be learning and solve problems
    • Manages well through changes in regulations, processes and business needs
    • Excellent problem-solving skills with an emphasis on preventing the issue, not simply fixing the issue at hand Education Needed to Perform the Job
      • Minimum of a Bachelor's degree in Business Administration or related field required.
      • Series 65 license required (or the ability to obtain within 90 days of hire). Experience Needed to Perform the Job
        • Minimum of 4 years of trading or related financial industry experience required
        • Experience working within financial services industry preferred, especially in an Institutional or TAMP environment
        • Experience working with Orion preferredposition at Orion Portfolio SolutionsAbout UsAs One-Orion, we accomplish our best work by being personally accountable to each other and the clients we serve. 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 Orions success and powers success for our clients and everyone at Orion.Unique offerings include healthcare benefits start on Day 1, student loan repayment, paid parental leave, paid sabbaticals, free access to best-in-class financial planning, "PAWternity" leave, rewards and recognition, and more.

Keywords: Orion Advisor Solutions LLC, Omaha , Trading Analyst, Professions , Omaha, Nebraska

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