Portfolio Manager, Custom Indexing
Orion(4 months ago)
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.
Required Skills
- Portfolio Optimization
- Direct Indexing
- Tax Management
- Quantitative Analysis
- Mathematics
- Communication
- Relationship Management
- Rebalancing
- Business Development
- Software Proficiency
Qualifications
- Bachelor's Degree in Business/Finance/Accounting
- Orion Industry Certification
- CFA (or progress toward CFA)
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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