Portfolio Manager, Custom Indexing
Orion Advisor Solutions
About this role
A Custom Indexing Portfolio Manager at Orion focuses on overseeing tax-managed and direct indexing client portfolios, translating quantitative portfolio optimization into clear guidance for advisors and clients. The role contributes to product evolution and cross-team collaboration within Orion's investment platform.
Skills
Qualifications
About Orion Advisor Solutions
orion.comOrion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship.
Recent company news
AOL.comWhy Orion Group Stock Dropped, Then Popped, Then Dropped Again
2 hours ago
Yahoo FinanceOrion Corporation: Managers’ transactions – Hao Pan
2 days ago
The Lake Orion ReviewView Newspaper Group sales professionals honored
1 day ago
MarketBeatInsider Selling: Orion Group (NYSE:ORN) Director Sells $1,095,300.00 in Stock
2 days ago
Stock Traders DailyHow Orion Group Holdings Inc. Common (ORN) Affects Rotational Strategy Timing
22 hours ago
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
$105k – $162k
per year
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