Director of Investments & Strategy

CFA Institute; San Antonio (TX); Presencial; USD 150.000 - 230.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Dental insurance

Vision insurance

Group life insurance

Long-term disability

401(k)

Paid time off

Holidays

Professional development support

Descripción de la vacante

Avid Wealth Partners in San Antonio seeks a Director of Investments to lead the firm’s investment function, shaping research, strategy and portfolio management alongside the CEO and CIO. You will synthesize market data, manage risk, and communicate clear portfolio implications to advisors and clients.

This role demands turning complex insights into actionable recommendations, owning research processes, and collaborating across tax, estate and planning teams to strengthen client outcomes.

Formación

• 5+ years of directly relevant experience in portfolio management and investment research.
• Experience in an RIA or asset management environment preferred.
• Ability to synthesize complex information into actionable recommendations.
• Strong written and verbal communication skills.

Responsabilidades

• Synthesize market research, manager insights, and portfolio analytics into actionable recommendations.
• Monitor asset allocation, risk, exposures and performance across models and client portfolios.
• Evaluate funds, ETFs, SMAs, alternatives, and private investments.
• Collaborate with advisors and planning teams to align investment decisions with tax, estate and risk strategies.
• Develop clear market and portfolio communications for the CIO, advisors and clients.
• Support portfolio changes, rebalancing, and tax-loss harvesting.
• Help strengthen and scale research, monitoring, risk controls, and processes.

Conocimientos

Portfolio management

Investment research

Discretionary investment management

Communication skills

Strategic thinking

Descripción del empleo

Avid Wealth Partners in San Antonio seeks a Director of Investments to lead the firm’s investment function, shaping research, strategy and portfolio management alongside the CEO and CIO. You will synthesize market data, manage risk, and communicate clear portfolio implications to advisors and clients.

This role demands turning complex insights into actionable recommendations, owning research processes, and collaborating across tax, estate and planning teams to strengthen client outcomes.