Portfolio Manager, Wealth Advisory

Portfolio Manager

The Portfolio Manager is responsible for overseeing investment strategies utilizing exchange traded funds, mutual funds and / or other investment securities for Orion. 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 :

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.

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.