About this role
Portfolio Manager, Custom Indexing at Orionadvisor. Location: King of Prussia or Philadelphia. Role: Plan client portfolios, Customize portfolios, Monitor rebalance portfolios Requirements: Plan, customize, transition, and manage tax-managed client portfolios; strong quantitative and communication skills; CFA or progress toward; Series licenses required within 90 days. Category: Finance and Accounting Seniority: Mid Level Tools: Direct Indexing software, Tax management software, Portfolio optimization tools Certifications: series 65, series 7, series 66, cfa Commitment: Full Time Workplace: Hybrid Languages: English