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Orion · 4 hours ago

Quantitative Portfolio Manager

Philadelphia, PA

Full-time

Onsite

Mid, Senior Level

$105K/yr - $162K/yr

5+ years exp

Orion is a company dedicated to supporting one another and exceeding client expectations. The Quantitative Portfolio Manager will assist in managing quantitatively-driven equity strategies, conduct research, and communicate findings to clients and stakeholders.

AccountingFinancial ServicesTrading Platform

Responsibilities

Assist Senior Portfolio Managers in the management of quantitatively-driven equity portfolios

Monitor portfolio performance, exposures, and compliance with investment guidelines

Conduct research on alpha signals, factor models, and alternative data to enhance equity strategy performance

Present research findings, portfolio performance, and risk metrics to internal stakeholders and clients

Identify key drivers of tracking error and sources of variance

Assist in the development of new strategies as demand necessitates

Communicate in a clear and concise manner with Orion clients

Assist with additional investment-related tasks outside of central job responsibilities

Qualification

Quantitative modelingPortfolio constructionEquity markets knowledgePortfolio optimizationStatistical programmingEquity risk modelsFactSet proficiencyCFA designationEffective communicationProblem solvingOrganizational skillsTeamwork

Required

Has knowledge of portfolio modeling

Has knowledge of portfolio optimization, factor-based risk modeling, econometrics, statistical programming, index portfolio management, index & ETF product development

Meets portfolio management guidelines

Has familiarity with equity risk models (e.g., Northfield, Barra, Axioma)

Multi-tasks while maintaining careful attention to detail

Works effectively both individually and within a team environment

Works with a sense of urgency to meet deadlines and address competing priorities

Has proficient skills with FactSet

Has proficient skills with Portfolio Optimization Software

Has effective written, listening, and verbal communication skills

Has effective problem solving and organizational skills

Has a minimum of a bachelor's degree in Finance, Investment Management, Economics, or related field

Has a minimum of 5 years of experience

Has a CFA designation and a Series 65 license

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

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