Portfolio Manager

GemHarvest Executive Recruiting

Houston (TX)

On-site

USD 120,000 - 150,000

Full time

3 days ago
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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
401(k) match
PTO

Job summary

GemHarvest Executive Recruiting partners with an established $1B+ AUM independent RIA in Houston to hire a hands-on investment professional who will own trading, portfolio implementation, and investment diligence across client portfolios. You’ll be close to investment decisions, not just trade execution, working with senior leadership to shape portfolio construction and evaluate managers and alternatives.

The role offers a base salary of $120,000–$150,000 with bonus potential of $6,000–$22,000,

Qualifications

  • 5+ years in trading, portfolio management, or multi-asset investing.
  • Bachelor's Degree required.

Responsibilities

  • Execute trades across ETFs, mutual funds, equities, and alternatives.
  • Manage rebalancing, cash flows, and tax-aware implementation.
  • Conduct manager, fund, structured product, and platform diligence.
  • Support monthly investment and strategy meetings.

Skills

Trading
Portfolio management
Multi-asset investing

Education

Bachelor's degree

Job description

An established and growing $1B+ AUM independent RIA is seeking a hands-on investment professional to own trading, portfolio implementation, and investment diligence across client portfolios.

This role is for someone who wants to be close to the investment decisions, not limited to trade execution. You’ll work directly with successful senior leadership, help shape portfolio construction, evaluate managers and alternatives, and contribute within a disciplined, collaborative environment.

What You’ll Do
  • Execute trades across ETFs, mutual funds, equities, and alternatives
  • Manage rebalancing, cash flows, and tax-aware implementation
  • Conduct manager, fund, structured product, and platform diligence
  • Support monthly investment and strategy meetings
What’s Offered
  • $120,000–$150,000 base salary, plus bonus potential of $6,000–$22,000
  • Medical, dental, vision, 401(k) match, and PTO
  • Collaborative team with meaningful leadership access
What You Bring
  • Bachelor's Degree
  • 5+ years in trading, portfolio management, or multi-asset investing
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