Portfolio Manager, Custom Indexing Specialist

2 weeks ago


MagstattleBas, Grand Est, United States Orion International Full time
About This Opportunity

We are seeking a highly skilled Portfolio Manager to join our team at Orion International. As a Custom Indexing Portfolio Manager, you will be responsible for planning, customizing, transitioning, and managing tax-managed client portfolios. This role requires a deep understanding of portfolio optimization and the ability to communicate complex concepts to advisors and clients in a clear and concise manner.

Key Responsibilities
  • Work with financial advisors to plan, customize, transition, and manage client portfolios with a focus on optimization and Direct Indexing
  • Develop and maintain strong relationships with internal sales professionals, financial advisors, and clients to ensure high levels of service for tax-managed solutions
  • Collaborate with internal teams to monitor, maintain, and rebalance existing client portfolios
  • Support business development efforts to raise field awareness of product solutions
  • Coordinate with Marketing to develop and maintain sales and distribution materials
  • Work closely with investment professionals to develop and implement Direct Indexing portfolios
  • Develop a strong understanding of our internal tax management optimization and Direct Indexing software utilized to manage client portfolios
  • Maintain industry knowledge of tax policy, financial planning, economic, and financial market conditions
Requirements
  • Ability to understand complex and quantitative subject matter related to portfolio optimization and tax management
  • Strong background in technology, quantitative analysis, mathematics, and quantitative subject matter
  • Effective communication skills to explain complicated subject matter in an understandable manner
  • Ever-questioning approach to how technology, processes, and collaboration can build upon our product offerings
  • Minimum of Bachelor's degree in Business, Finance, Accounting, or related major
  • Obtain Orion Industry Certification
  • Minimum of 5 years of experience in investment or accounting related work
  • CFA designation or advanced progress towards obtaining a CFA designation
  • Prior experience with Tax Management, Direct Indexing, Portfolio Optimization, and/or Portfolio Construction
  • Ability to own and manage relationships with stakeholders directly and work effectively with people at all levels in an organization
What We Offer

Orion International offers a competitive benefits package, including health, dental, vision, and disability coverage, 401(k) plan with employer match, paid parental leave, pet benefits, student loan repayment, and more. We are committed to creating a welcoming environment where everyone is respected, valued, and heard.

We are a company that disrupts itself and the industry to stay ahead of client expectations. We innovate, push boundaries, reject the status quo, and relentlessly pursue transformative outcomes. If you are a talented and motivated individual who is passionate about delivering exceptional results, we encourage you to apply for this exciting opportunity.



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