Portfolio Manager, Wealth Advisory

About this Opportunity

The Portfolio Manager is responsible for overseeing investment strategies utilizing exchange traded funds, mutual funds and/or other investment securities for Orion. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

For Internal and External Candidates:
Candidates must work in-office at one of the following locations for at least 3 days per week: Berwyn, PA.

In this role, you'll get to:

• 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

We're looking for talent who:

• Has knowledge and understanding of tactical asset allocation and different fund management approaches

• Has knowledge and understanding of a proficiency in financial and accounting terms and techniques, economics and quantitative analysis

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

• Has minimum of a Bachelor's degree in Business, Finance, Economics or related field and preferably a MBA degree

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

• Has minimum of 3 years of investment management experience, including demonstrable success in evaluating investment opportunities

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

#LI-AP1 

#LI-Onsite 

#LI-Hybrid 

Salary Range:

$104,855.00 - $162,413.00

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 parental leave, 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 DNA—we 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.