Portfolio Manager, Custom Indexing

ORION-posted 2 months ago

$104,855 - $162,413/Yr

Full-time • Mid Level

Philadelphia, PA

1,001-5,000 employees

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As a Custom Indexing Portfolio Manager, you will be responsible for the planning, customization, transition, and ongoing management of tax-managed client portfolios. This role will understand the quantitative complexities of portfolio optimization while also being able to explain those concepts to advisors and their clients in a simple and understandable way. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

Work with financial advisors to plan, customize, transition, and manage client portfolios with a focus on the optimization process and Direct Indexing
Develop and maintain strong relationships with internal sales professionals, financial advisors and their clients to ensure high levels of service for tax managed solutions
Collaborate with internal teams to monitor, maintain, and rebalance existing client portfolios
Support business development efforts to raise field awareness of product solutions
Coordinate with Marketing to develop and maintain sales and distribution materials
Work closely with investment professionals to develop and implement Direct Indexing portfolios
Develop a strong understanding of our internal tax management optimization and Direct Indexing software utilized to manage client portfolios
Maintain industry knowledge of tax policy, financial planning, as well as economic, and financial market conditions

Has ability to understand complex and quantitative subject matter related to portfolio optimization and tax management
Possess a strong background in technology, quantitative analysis, mathematics, and quantitative subject matter
Has effective communication skills to explain complicated subject matter in an understandable manner
Possess an ever-questioning approach as to how technology, processes, and collaboration can build upon our product offerings
Has minimum of Bachelor's degree in Business, Finance, Accounting, or related major
Obtain Orion Industry Certification
Has minimum of 5 years of experience in investment or accounting related work
Has CFA designation or advanced progress towards obtaining a CFA designation
Possess prior experience with Tax Management, Direct Indexing, Portfolio Optimization, and/or Portfolio Construction
Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

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

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