What are the responsibilities and job description for the Quantitative Portfolio Manager position at Orion Advisor Technology and Careers?
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. 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.
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.
All internal employees, regardless of their current work arrangement (remote or in-office), are encouraged to apply.
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
We’re looking for talent who:
- 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 - $162,413.00
The 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.
Salary : $104,855 - $162,413