ORION

Associate Portfolio Manager, Custom Indexing

Greater Philadelphia Area

Sponsorship not specified$92k-$141kDetected 9 days ago

ResearchCommunicationTime ManagementPublic Speaking

About the role

This position also produces communication material, including market commentary and client reviews.
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.

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
Create and report attribution analysis for Orion core investment strategies to portfolio management team and Investment Committee
Assist/co-manage with money management of the AdvisorOne Funds
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 with Developing strategies to take advantage of investment opportunities within context of identified secular trends
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

Has a minimum of 3 years of experience in an investment research or related role
Has a Bachelor's Degree in Finance, Economics or related field

$91,820.00 - $140,567.00 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.

Together, we support one another and see it through to success, driving our collective achievements and those of our clients.

This listing is sourced directly from ORION's careers page and normalized into a canonical job model.