Associate Portfolio Manager, Custom Indexing

About this Opportunity:

As an Associate Portfolio Manager, you will be responsible for assisting in higher level money management to more complex multiple product lines, creating research reports which can be used both internally and externally, including analysis of performance attribution for Orion. This position also produces communication material, including market commentary and client reviews. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

It is anticipated that an incumbent in this role will work as a Hybrid employee, with three (3) or more days each week required on-site at one of the listed office locations.

Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.

In this role, youll get to:

• Provide fund specific research necessary in order to effectively assist money management of portfolio managers core strategies and funds

• Create reports and charts with economic data pulled out of Bloomberg research software and/or other sources and produce accompanying commentary to portfolio management team and Investment Committee

• Explore various software and other methods for attribution analysis

• Create and report attribution analysis for Orion core investment strategies to portfolio management team and Investment Committee

• Contribute to performance projections/predictions of various sectors, aiding in voting decision to deviate from benchmark portfolio presenting this to both portfolio management team and Investment Committee

• Assist/co-manage with money management of the AdvisorOne Funds

• Meet regularly with portfolio management team and contribute research and investment ideas in order to aid in investment decision making process

• Manage and monitor small fund families to coordinate with Orion's major investment themes

• Assist lead portfolio manager with proposals, rep and client phone calls, allocation decisions, and creating marketing pieces

• Manage and monitor the allocations of sub advisory lines

• Assist in managing multi-asset class portfolios including both asset allocation and security selection decisions

• Assist with Developing strategies to take advantage of investment opportunities within context of identified secular trends

• Assist with making 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

• Create internal communications including daily commentary and correspondence with internal departments acting as liaison between marketing and portfolio management

• Create client reviews providing detailed analysis of a clients performance and commentary pertaining to the clients specific strategy

• Create weekly external commentary, assist with quarterly market reviews, and other external commentary which will be visible to advisors, clients, and partners

• Participate in communication and presentation of portfolio managers strategies and mutual funds

Were looking for talent who:

• Has a minimum of 3 years of experience in an investment research or related role

• Possess prior experience working within the financial services industry

• Has a Bachelor's Degree in Finance, Economics or related field

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

#LI-AP1

#LI-Onsite

#LI-Hybrid

Recommended Skills:

Salary Range:

The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parentalleave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.

About Us

At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNAwe innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.