Associate Portfolio Manager, Custom Indexing
Orion(13 days ago)
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.
Required Skills
- Portfolio Management
- Excel
- Financial Analysis
- Client Relations
- Tax Management
- Direct Indexing
- Quantitative Analysis
- Microsoft Office
- Investment Strategies
- Financial Software
About Orion
orion.comOrion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship.
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