Associate Portfolio Manager, Custom Indexing

ORION•Philadelphia, PA

3d•$91,820 - $140,567•Hybrid

About The Position

As an Associate Portfolio Manager, you will be responsible for assisting in higher level money management to more complex multiple product lines, creating research reports which can be used both internally and externally, including analysis of performance attribution for Orion. This position also produces communication material, including market commentary and client reviews. As we continue to evolve and live our Orion values, we are looking for someone to grow with us. It is anticipated that an incumbent in this role will work as a Hybrid employee, with three (3) or more days each week required on-site at one of the listed office locations. Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.

Requirements

Has a minimum of 3 years of experience in an investment research or related role
Possess prior experience working within the financial services industry
Has a Bachelor's Degree in Finance, Economics or related field
Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

Nice To Haves

Asset Allocation
Client-Centric
Effective Communication
Innovation
Investment Management
Portfolio Management
Technical Proficiency
Time Management
Work Collaboratively

Responsibilities

Provide fund specific research necessary in order to effectively assist money management of portfolio manager’s core strategies and funds
Create reports and charts with economic data pulled out of Bloomberg research software and/or other sources and produce accompanying commentary to portfolio management team and Investment Committee
Explore various software and other methods for attribution analysis
Create and report attribution analysis for Orion core investment strategies to portfolio management team and Investment Committee
Contribute to performance projections/predictions of various sectors, aiding in voting decision to deviate from benchmark portfolio presenting this to both portfolio management team and Investment Committee
Assist/co-manage with money management of the AdvisorOne Funds
Meet regularly with portfolio management team and contribute research and investment ideas in order to aid in investment decision making process
Manage and monitor small fund families to coordinate with Orion's major investment themes
Assist lead portfolio manager with proposals, rep and client phone calls, allocation decisions, and creating marketing pieces
Manage and monitor the allocations of sub advisory lines
Assist in managing multi-asset class portfolios including both asset allocation and security selection decisions
Assist with Developing strategies to take advantage of investment opportunities within context of identified secular trends
Assist with making decisions about investment mix and policy, matching investments to objectives, asset allocation for individuals and institutions, and balancing risk against performance; utilize recommendations provided by analysts based on research conducted on various securities and investments
Create internal communications including daily commentary and correspondence with internal departments acting as liaison between marketing and portfolio management
Create client reviews providing detailed analysis of a client’s performance and commentary pertaining to the client’s specific strategy
Create weekly external commentary, assist with quarterly market reviews, and other external commentary which will be visible to advisors, clients, and partners
Participate in communication and presentation of portfolio manager’s strategies and mutual funds