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Orion · 3 days ago

Portfolio Manager, Wealth Advisory

Philadelphia, PA

Full-time

Onsite

Mid Level

$105K/yr - $162K/yr

3+ years exp

Orion is seeking a Portfolio Manager who will oversee investment strategies using various investment securities. The role involves managing multi-asset class portfolios, developing investment strategies, and communicating with clients regarding managed strategies and investment decisions.

AccountingFinancial ServicesTrading Platform

Responsibilities

Investigate status of financial markets and stay on top of current events to determining underlying economic conditions that affect those securities

Review financial and investment information, briefs, periodicals and national/global topic research articles

Manage multi-asset class portfolios including both asset allocation and security selection decisions

Develop strategies to take advantage of investment opportunities within context of identified secular trends

Make decisions about investment mix and policy, matching investments to objectives, asset allocation for individuals and institutions, and balancing risk against performance; utilize recommendations provided by analysts based on research conducted on various securities and investments

Communicate with representatives and clients regarding managed strategies and investment decisions, prepare client portfolio reviews and conduct client meetings representing Orion

Analyze, implement, and evaluate investment managers and research providers Orion uses to guide decisions in more active strategies; research additional investment managers for inclusion in existing programs

Oversee relationships with Investment Research Providers (ETF providers, sub advisors, trading desk, etc.) regarding market conditions, trading environment, product updates, etc

Provide input and recommendations into development of new investment products

Qualification

Investment management experienceTactical asset allocationFinancial analysisCFA designationSeries 65 licenseStakeholder managementCritical thinkingCommunication skills

Required

Minimum of a Bachelor's degree in Business, Finance, Economics or related field

Series 65 license (or ability to obtain within 90 days of hire) or CFA designation required

Minimum of 3 years of investment management experience, including demonstrable success in evaluating investment opportunities

Knowledge and understanding of tactical asset allocation and different fund management approaches

Knowledge and understanding of a proficiency in financial and accounting terms and techniques, economics and quantitative analysis

Ability to employ critical thinking using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems

Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

Preferred

MBA degree

Benefits

Health, dental, vision, and disability coverage on day one

401(k) plan with employer match

Paid parental leave

Pet benefits including pawternity leave and pet insurance

Student loan repayment and more

Company

Orion

Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.

Founded in 1999

Omaha, Nebraska, USA

1001-5000 employees