Associate Portfolio Manager, Custom Indexing
Orion Advisor Solutions
About this role
An Associate Portfolio Manager, Custom Indexing at Orion supports the customization and management of client portfolios with a focus on tax-efficient strategies and Direct Indexing. The role involves collaborating with Portfolio Managers, developing a deep understanding of Orion's software tools, and maintaining relationships with clients and internal teams.
Skills
About Orion Advisor Solutions
orion.comOrion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship.
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About Orion Advisor Solutions
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Orion Advisor Solutions.
Salary
$81k – $122k
per year