Associate Portfolio Manager, Custom Indexing

As an Associate Portfolio Manager at Orion, you will assist higher‑level money management across multiple product lines, produce research reports, and develop communication materials for internal and external audiences.

• Assist in fund‑specific research to support portfolio management of core strategies and funds.
• Prepare reports and charts with economic data from Bloomberg and other sources, providing commentary for the portfolio management team and Investment Committee.
• Explore and implement attribution analysis methods and report attribution results for Orion core investment strategies.
• Contribute to performance projections and sector‑specific decision making to support investment policy deviations and benchmarking.
• Co‑manage money management of Advisor One Funds and sub‑advisory lines.
• Meet with the portfolio management team to present research and investment ideas.
• Monitor small fund families and coordinate with Orion’s major investment themes.
• Assist the lead portfolio manager in proposals, client calls, allocation decisions, and marketing piece creation.
• Develop strategies to exploit investment opportunities within identified secular trends.
• Propose investment mix and policy decisions, balancing risk and performance while aligning with client objectives.
• Create internal communications, daily commentary, and liaison correspondence with marketing and portfolio management.
• Produce client reviews with detailed performance analysis and strategy commentary.
• Prepare weekly external commentary, quarterly market reviews, and other external communications visible to advisors, clients, and partners.
• Present portfolio manager strategies and mutual funds to stakeholders.

Hybrid employee: at least three (3) days per week onsite at a listed Orion office. Candidates must be within commuting distance. Internal candidates aligned to an Orion office may receive priority.

• Minimum three (3) years of experience in investment research or a related role.
• Prior experience within the financial services industry.
• Bachelor’s degree in Finance, Economics, or a related field.
• Strong stakeholder relationship management and cross‑level collaboration skills.

Salary Range: $91,820.00 – $ (varies by location, experience, and skills). Orion offers a competitive benefits package including health, dental, vision, disability coverage from day one; 401(k) plan with employer match; paid parental leave; pet benefits; student loan repayment; and more.