As a Quantitative Portfolio Manager, you will be responsible for assisting in the management of quantitatively-driven equity strategies. This role requires deep expertise in equity markets, quantitative modeling, and portfolio construction. This position also produces communication material, including market commentary and client reviews. In addition, this position will help support other Orion investment-related functions as deemed appropriate. 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, you’ll get to:- 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
- 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
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Recommended Skills:
Client-Centric, Effective Communication, Innovation, Investment Management, Portfolio Management, Quantitative Investment, Risk Management, Technical Proficiency, Time Management, Work CollaborativelySalary Range:
$104,855.00 - $162,413.00The 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.
Skills Required
- Bachelor's degree in Finance, Investment Management, Economics, or related field
- Minimum of 5 years of experience
- CFA designation
- Series 65 license
- Proficient skills with FactSet
- Proficient skills with Portfolio Optimization Software
- Familiarity with equity risk models (Northfield, Barra, Axioma)
- Knowledge of portfolio modeling and portfolio optimization
- Knowledge of factor-based risk modeling and econometrics
- Experience with statistical programming
- Knowledge of index portfolio management and index & ETF product development
- Effective written, listening, and verbal communication skills
- Problem solving and organizational skills
- Ability to own and manage stakeholder relationships at all levels
- Meets portfolio management guidelines
Orion Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Orion and has not been reviewed or approved by Orion.
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Leave & Time Off Breadth — Feedback suggests paid parental leave, “pawternity” leave, and a paid sabbatical every seven years create generous time‑off options. The sabbatical is described as extended time away with additional spending money.
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Healthcare Strength — Health benefits are said to start on the first day of employment, with wellness support including an on‑site gym at the Omaha headquarters. This indicates dependable access to core coverage from day one.
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Retirement Support — A 401(k) plan with a 50% company match on contributions up to 6% and access to financial planning technology are highlighted. These features provide tangible support for long‑term financial security.
Orion Insights
What We Do
Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. Our tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success. Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. We’ve made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital, create a complete offering that empowers firms to broaden their offering, increase efficiency, and spur growth. Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses • • • Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law. Our Social Media Disclosure: https://bit.ly/3oTnWu7
