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Libin Jacob

@libinjacob

Senior Director, Portfolio Management at Orion Advisor Solutions, overseeing $1B+ across 400+ accounts for HNW and institutional clients.

United States

Message

What I'm looking for

I’m seeking an institutional role where I can leverage my portfolio management expertise and drive superior investment outcomes.

At Orion Advisor Solutions, I oversee investment management of $1B+ across 400+ accounts for high-net-worth individuals and families, pension plans, defined contribution plans, and institutional clients. I lead a team of portfolio managers and implement the firm’s multi-asset investment philosophy across portfolios that include SMAs, mutual funds, ETFs, and limited partnerships.

I’ve partnered with technology and operations teams to improve workflows, and served as a primary client liaison, presenting portfolio reviews and strategic positioning. Earlier at Brinker Capital, I raised $300M in net new assets in 2019 as an Account Executive, and designed and managed custom multi-asset portfolios as an Investment Strategist.

Experience

Work history, roles, and key accomplishments

Current

Sr. Director, Portfolio Management

Current

Orion Advisor Solutions

Jan 2025 - Present (1 year 10 months)

Lead a team of 8 portfolio managers, establishing KPIs and fostering a high-performance culture. Drive growth of the HNW group and oversee investment management of $1B+ in assets.

Portfolio Management Team Leadership KPI development Cross Functional Collaboration Investment Strategy High Net Worth Client Management

Sr. Portfolio Manager

Orion Advisor Solutions

Apr 2022 - Jan 2025 (2 years 9 months)

Implemented multi-asset class investment philosophy across portfolios containing SMAs, mutual funds, ETFs, and limited partnerships. Served as primary client liaison and developed Investment Policy Statements.

Portfolio Management Multi Asset Strategies SMA Mutual Funds ETF Limited Partnerships Customer Relationship Management Investment Policy Statements

Portfolio Manager

Orion Advisor Solutions

Apr 2020 - Apr 2022 (2 years)

Delivered market and macroeconomic presentations to broker-dealer groups and advisor partners. Collaborated with IT post-merger to develop proprietary tools and reports, and served on the Investment Due Diligence Committee.

Portfolio Management Market Analysis Macroeconomic Analysis Presentation Skills Due Diligence IT Collaboration

Account Executive

Brinker Capital

Apr 2019 - Apr 2020 (1 year)

Partnered with a Portfolio Consultant to drive new business development targeting HNW individuals, raising $300M in net new assets in 2019. Conducted discovery calls and presented investment solutions to advisors and clients.

Business Development High Net Worth Client Acquisition Client Presentations Competitive Analysis Onboarding

Investment Strategist

Brinker Capital

Dec 2015 - Apr 2019 (3 years 4 months)

Designed and managed custom multi-asset portfolios for HNW clients across high-volume territories. Performed portfolio maintenance including rebalancing and tax-loss harvesting, and authored performance commentary.

Portfolio Management Multi Asset Strategies SMA ETF Mutual Funds Rebalancing Tax Loss Harvesting Performance Commentary

Portfolio Analyst

Lockwood Advisors

Nov 2013 - Dec 2015 (2 years 1 month)

Supported portfolio management by monitoring duration, cash, sector, and security-level targets. Produced performance reports and led onboarding of new funds and model portfolios.

Portfolio Analysis performance reporting Due Diligence Onboarding Excel Macros

Fund Accountant

Bank of New York Mellon

Sep 2012 - Nov 2013 (1 year 2 months)

Managed accounting for assigned mutual funds including daily/monthly pricing, P&L reconciliation, and balance sheet review. Monitored cash availability and developed Excel macros to automate tasks.

Fund Accounting Mutual Funds PL Reconciliation Balance Sheet Review Cash Management Excel Macros SEC Yield Analysis