Portfolio Manager, Custom Indexing

About This Opportunity

As a Portfolio Manager, Custom Indexing, 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 Location

Work location is subject to change based on business needs. 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.

Internal Candidates Preference

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.

Job Requirements

• Ability to understand complex and quantitative subject matter related to portfolio optimization and tax management
• Strong background in technology, quantitative analysis, mathematics, and quantitative subject matter
• Effective communication skills to explain complicated subject matter in an understandable manner
• An ever-questioning approach as to how technology, processes, and collaboration can build upon our product offerings
• Minimum of Bachelor's degree in Business, Finance, Accounting, or related major
• Minimum of 5 years of experience in investment or accounting related work
• CFA designation or advanced progress towards obtaining a CFA designation
• Prior experience with Tax Management, Direct Indexing, Portfolio Optimization, and/or Portfolio Construction
• Licensing Requirements: This position requires a Series 65 license or both Series 7 and 66 licenses. If the required license(s) are not held at the time of hire, they must be obtained within 90 days of the start date. Failure to meet this requirement may result in termination of employment in accordance with company policy.

Benefits

• Competitive benefits package including 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

Skill Recommendations

• Recommended Skills: Not specified in the job posting

Pay Information

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.