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Orion · 1 day ago

Fixed Income Trader

Lehi, UT

Full-time

Hybrid

Entry Level

$32.34/hr - $48.15/hr

1+ years exp

Orion is a company that values support and accountability among its employees while striving to exceed client expectations. The Fixed Income Trader will be responsible for executing trading functions within Fixed Income SMAs, managing trades, client communications, and reporting to ensure optimal portfolio performance.

AccountingFinancial ServicesTrading Platform

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

Qualification

Fixed Income TradingSeries 65 LicenseExcel ProficiencyBloomberg ProficiencyAnalytical SkillsProblem-Solving SkillsOrganizational SkillsTeam CollaborationAttention to Detail

Required

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

Company

Orion

Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.

Founded in 1999

Omaha, Nebraska, USA

1001-5000 employees