Market Intelligence Analyst

About This Opportunity

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
  
  

Salary Range

$72,860.00 - $110,014.00

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 parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.

About Us

At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.