Houston-Based Senior Portfolio Strategist
NACBA
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Job summary
TAVO Wealth, LLC seeks a Senior Portfolio Manager to lead client investment portfolios from its Greater Houston office. You will design and implement portfolio strategies aligned with client objectives, risk profiles, and multigenerational planning needs, while monitoring performance and adjusting allocations as market conditions evolve.
You will conduct investment research, evaluate securities and managers, execute trades per firm guidelines, ensure regulatory compliance, and collaborate with
Qualifications
- Strong analytical and data-driven decision making.
- Finance foundation with capital markets knowledge.
- Experience in portfolio construction and management.
- Knowledge of equities, fixed income, funds, alternatives.
- Trading experience and order execution.
Responsibilities
- Design and implement portfolio strategies aligned with client objectives and risk profiles.
- Monitor performance and rebalance as markets evolve.
- Conduct investment research and evaluate securities and managers.
- Prepare portfolio reviews and reports; present to clients.
- Collaborate with planners and attorneys on integrated client solutions.
- Contribute to investment content and presentations for business development.
Skills
Education
Tools
Job description
TAVO Wealth, LLC seeks a Senior Portfolio Manager to lead client investment portfolios from its Greater Houston office. You will design and implement portfolio strategies aligned with client objectives, risk profiles, and multigenerational planning needs, while monitoring performance and adjusting allocations as market conditions evolve.
You will conduct investment research, evaluate securities and managers, execute trades per firm guidelines, ensure regulatory compliance, and collaborate with
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