Family Office Portfolio Strategist

Pennington Partners & Co.; Houston (TX); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

401K Plan with employer match

Health insurance

Paid time off (PTO)

Job summary

Pennington Partners & Co. is seeking an Associate Portfolio Manager to support Portfolio Managers and serve Operating Partner Families across the United States.

You will help design and implement tailored wealth plans that integrate investment management, tax planning, and estate strategies, while coordinating with internal teams to ensure seamless client experiences. The role emphasizes deep knowledge of asset classes, disciplined communication, and collaboration with partners to drive

Qualifications

• Bachelor's degree required; a graduate degree in finance, business, or a related field is strongly preferred.
• Progressing toward a CFA, CPWA, CEPA, or CAIA certification.
• 3-5 years of experience in finance, ideally at a private investment firm, registered investment advisor, family office, or investment research consultancy.
• Familiarity with alternative investments (private equity, private credit, hedge funds, real assets) and multi-asset portfolio construction.
• Working knowledge of income tax planning concepts and their intersection with investment strategy.

Responsibilities

• Support a Portfolio Manager and partners closely with the Client Relationship team to deliver a seamless, coordinated client experience to Operating Partner Families, drawing on deep knowledge of asset classes, investment vehicles, and market trends.
• Develop a thorough understanding of each family's financial objectives, risk tolerance, and values, and help design and implement tailored wealth plans that integrate investment management, income tax planning, and estate planning strategies.
• Coordinate with outside CPAs, family accountants, and internal teams to ensure seamless execution across all client activities.
• Monitor existing investments for compliance with client investment policy statements and the terms of each investment, while staying current on market developments, regulatory changes, and emerging trends.
• Contribute to portfolio-level initiatives led by the investment committee, including research into new alternative investment strategies and asset allocation analysis.
• Support income tax planning efforts to help families minimize liabilities and maximize after-tax wealth.
• Leverage relationships with general partners and investment professionals to monitor fund developments; design reports to track markets and portfolio activity; and assist in developing agendas for investment conferences and firm events.
• Take on special projects and other assignments as the needs of the firm and clients evolve.

Skills

Portfolio management

Financial analysis

Client relationship management

Communication

Multi-asset portfolio construction

Research

Tax planning

Critical thinking

Education

Bachelor's degree

Graduate degree in finance

Job description

Pennington Partners & Co. is seeking an Associate Portfolio Manager to support Portfolio Managers and serve Operating Partner Families across the United States.

You will help design and implement tailored wealth plans that integrate investment management, tax planning, and estate strategies, while coordinating with internal teams to ensure seamless client experiences. The role emphasizes deep knowledge of asset classes, disciplined communication, and collaboration with partners to drive