Market Intelligence Analyst

As a Market Intelligence Analyst, you will be responsible for assisting the Head of Strategy in researching and analyzing wealth-tech industry trends, creating competitive product comparisons, and identifying industry developments to inform strategic decision-making within the company. 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: Omaha, NE; Berwyn, PA; Sacramento, CA; Hebron, KY; 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:

• Develop and execute competitive and market intelligence, including market analysis, positioning, and growth opportunities

• Stay informed of industry trends, emerging technologies, and competitive dynamics to identify potential threats and opportunities

• Translate insights into actionable recommendations

• Establish processes for collecting and synthesizing intelligence

• Publish reports and presentations for internal and external audiences, including newsletters, articles, conference slide decks, and reports

• Collaborate with finance, business intelligence, product, marketing, and other teams to ensure strategic initiatives are well-integrated and supported across Orion

• Assist in preparation of materials for executive meetings and board presentations

• Contribute to special projects and initiatives as directed by the Head of Strategy

• Build and maintain strong relationships with industry consultants

• Present to internal and external audiences on industry/company trends

We’re looking for talent who:

• Demonstrates ability to take ownership and of key deliverables from start to finish

• Has strong interpersonal skills with an emphasis on building relationships within Orion, so that key team members are users of the information/insights produced and that the team is excited to share information with and work with the successful candidate

• Has financial analysis and modeling experience

• Has analytical skills with ability to synthesize complex information into clear insights

• Has exceptional written and verbal communication skills

• Has advanced proficiency in Excel, Word, and PowerPoint

• Has a minimum of a bachelor’s degree in Business, Finance, Economics, or a related field

• Has a minimum of 3-7 years of experience in market/equity research, competitive intelligence/strategic analysis preferably within the wealth management or fintech industry

• Obtains Orion Industry Certification

• Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization

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