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Fixed Income Trader

Orion Advisor Solutions LLC Omaha, NE
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About this Opportunity:

As a Fixed Income Trader, 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. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

For External Candidates:

Candidates must work in-office at one of the following locations for at least 3 days per week: Provo, UT

For Internal Candidates:

All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply.

In this role, you'll get to:

  • 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

We're looking for talent who:

  • 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

#LI-AP1

#LI-Onsite

#LI-Hybrid

Salary Range:

$25.79 - $37.87

The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parentalleave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.

About Us

AsOne-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 todisruptourselves, and the industry ensures we stay ahead of client expectations. Thinking differently is in our DNA weinnovate, push boundaries, reject the status quo, and relentlessly pursue transformative outcomes. It is our collective will towinthat drives Orions success and powers success for our clients and everyone at Orion.

Date Posted November 27, 2024
Date Closes December 27, 2024
Requisition R1967
Located In Omaha, NE
SOC Category 00-0000.00
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