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Tax-Managed Direct Indexing Portfolio Manager
Job in
Omaha, Douglas County, Nebraska, 68197, USA
Listed on 2026-07-13
Listing for:
Orion Advisor Solutions LLC
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Portfolio & Asset Management
Job Description & How to Apply Below
Orion Advisor Solutions LLC is seeking a Portfolio Manager to manage and optimize tax-managed client portfolios. This role requires a strong quantitative background and the ability to communicate complex concepts clearly.
Candidates should have at least a Bachelor's degree, 5 years of experience, and a CFA designation. The position is hybrid, with on-site work required several days a week. Orion offers competitive benefits and a dynamic work environment.
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