Investment Strategist: Client-Facing Portfolio & Due Diligence
Listed on 2026-11-04
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Finance & Banking
Portfolio & Asset Management, Financial Advisor / Consultant, Financial Analyst
Orion is seeking an Investment Strategist to collaborate with the portfolio consultant and management team to develop investment strategy, product selection and asset allocation recommendations. You will support advisors and clients with investment analyses and due diligence, and assist the sales team on non-Wealth Advisory cases.
You’ll work in a hybrid model with three or more days on-site at a designated office.
Consider building your career as a Investment Strategist:
Client-Facing Portfolio & Due Diligence at BCI Orion Portfolio Solutions, LLC DBA Brinker Capital Investments.
This posting is for the Investment Strategist:
Client-Facing Portfolio & Due Diligence role at BCI Orion Portfolio Solutions, LLC DBA Brinker Capital Investments, based in Lehi, UT, United States.
We are looking to fill the Investment Strategist:
Client-Facing Portfolio & Due Diligence position at BCI Orion Portfolio Solutions, LLC DBA Brinker Capital Investments in Lehi, UT, United States.
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