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.
For External Candidates:
Candidates must work in-office at one of the following locations for at least 3 days per week: Berwyn, PA.
For Internal Candidates:
All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply.
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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Salary 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.
Top Skills
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
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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.
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