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Orion · 6 hours ago

Portfolio Manager, Custom Indexing

Philadelphia, PA

Full-time

Hybrid

Mid, Senior Level

$105K/yr - $162K/yr

5+ years exp

Orion is a company dedicated to supporting one another and exceeding client expectations. They are seeking a Custom Indexing Portfolio Manager responsible for planning, customizing, transitioning, and managing tax-managed client portfolios while explaining complex portfolio optimization concepts to advisors and clients.

AccountingFinancial ServicesTrading Platform

Responsibilities

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

Qualification

Portfolio OptimizationDirect IndexingTax ManagementQuantitative AnalysisCFA DesignationInvestment ExperienceRelationship ManagementBachelor's DegreeTechnology BackgroundEffective Communication

Required

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

Benefits

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

Company

Orion

Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.

Founded in 1999

Omaha, Nebraska, USA

1001-5000 employees