Portfolio Manager, Wealth Advisory
Orion(4 months ago)
About this role
A Portfolio Manager at Orion is responsible for overseeing investment strategies using exchange traded funds, mutual funds, and other securities to meet client and firm objectives. The role sits within Orion's investment management team and contributes to investment product development and manager evaluation. This position is based in Berwyn, PA with an in-office expectation of at least three days per week.
Required Skills
- Tactical Allocation
- Financial Analysis
- Quantitative Analysis
- Portfolio Management
- Investment Research
- Client Communication
- Relationship Management
- Asset Allocation
- Security Selection
- Trading Oversight
+2 more
Qualifications
- Bachelor's Degree
- MBA (Preferred)
- Series 65
- CFA
About Orion
orion.comOrion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship.
View more jobs at Orion →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Orion
Similar Jobs
Wealth Portfolio Manager II
Camden National Bank(1 month ago)
Portfolio Manager
Engineers Gate(5 days ago)
Portfolio Strategist
Fidelity(1 month ago)
Portfolio Engineer
Fidelity(1 month ago)
Senior Portfolio Manager
Sun Life(28 days ago)
Portfolio Manager, Global Equities (AIA Investment Management)
AIA(2 months ago)