Quantitative Portfolio Manager

About this Opportunity

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, and will help support other Orion investment-related functions as deemed appropriate. In this hybrid role you will spend three (3) or more days a week on-site at one of the listed office locations, and candidates should be located within a commutable distance to an office.

• 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

• Knowledge of portfolio modeling, portfolio optimization, factor-based risk modeling, econometrics, statistical programming, index portfolio management, and index & ETF product development
• Experience with portfolio management guidelines and familiarity with equity risk models (e.g., Northfield, Barra, Axioma)
• Ability to multi-task while maintaining careful attention to detail
• Strong teamwork and individual work ethic, with a sense of urgency to meet deadlines and address competing priorities
• Proficient skills with Fact Set and portfolio optimization software
• Effective written, listening, and verbal communication skills, as well as problem-solving and organizational abilities
• Minimum of a bachelor’s degree in Finance, Investment Management, Economics, or a related field
• Minimum of 5 years of experience
• CFA designation and a Series 65 license
• Ability to own and manage relationships with stakeholders and work effectively with people at all levels in an organization

• Client-Centric
• Effective Communication
• Innovation
• Investment Management
• Portfolio Management
• Quantitative Investment
• Risk Management
• Technical Proficiency
• Time Management
• Work Collaboratively

Salary Range: $ - $ (estimated; may vary based on geographic location, job-related knowledge, skills, and experience). Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, a 401(k) plan with employer match, paid parental leave, pet benefits including maternity leave and pet insurance, student loan repayment, and more.