Portfolio Manager

The Anderson Search Group; Houston (TX); On-site; USD 120,000 - 190,000; Full time

Job summary

The Anderson Search Group seeks a Portfolio Manager in Houston, TX (or Mobile, AL) to join its regional Wealth Management division. You will manage customized portfolios for affluent clients and partner with Wealth Advisors, Private Bankers, and Trust officers to deliver sophisticated investment solutions and superior client service.

Ideal candidates bring 6–10+ years of portfolio management, a Bachelor’s in Finance/Economics/Business, and strong knowledge of asset allocation, markets, and

Qualifications

• 6–10+ years of portfolio management or related investment experience.
• Bachelor's degree in Finance, Economics, Accounting, Business, or related discipline.
• Experience managing portfolios for affluent or high-net-worth clients.
• Strong knowledge of asset allocation, capital markets, and fiduciary investing.
• Excellent verbal and written communication; ability to collaborate with Wealth Advisors and other professionals; CFA/CMT/MBA preferred.

Responsibilities

• Manage customized portfolios for affluent/high-net-worth and institutional relationships.
• Develop and implement investment strategies aligned with client objectives and risk tolerance.
• Meet regularly with clients to discuss market conditions and portfolio performance.
• Collaborate with Wealth Advisors, Private Bankers, Trust Officers, and Financial Planners.
• Contribute to investment research, portfolio strategy, and investment committee discussions.
• Ensure fiduciary standards, regulatory compliance, and prudent investing.

Skills

Relationship building

Client meetings

Communication

Empathy

Collaboration

Client-first mindset

Education

Bachelor's degree in Finance, Economics, Accounting, Business, or related discipline

Tools

Bloomberg

FactSet

Advent

Moxy

fi360

Job description

Portfolio Manager - Houston, Texas or Mobile Alabama

Description

The Anderson Search Group has been engaged by a well-established regional financial institution to identify an experienced Portfolio Manager to join its growing Wealth Management division.

This is an outstanding opportunity for an investment professional who wants to do more than simply manage portfolios. The Portfolio Manager serves as a trusted advisor to affluent and high-net-worth clients, partnering closely with Wealth Advisors, Private Bankers, Trust professionals, and Financial Planners to deliver sophisticated investment solutions and an exceptional client experience.

The organization believes that relationships and client service come first—revenue follows. While technical investment expertise is essential, they place equal emphasis on emotional intelligence, communication skills, and the ability to build lasting client relationships.

This is a highly visible, client-facing role where you'll spend significant time meeting with clients, explaining investment strategy, discussing portfolio performance, participating in business development efforts, and helping grow long-term wealth relationships.

Responsibilities

• Manage customized investment portfolios for affluent, high-net-worth, and institutional client relationships.
• Develop and implement investment strategies based on client objectives, risk tolerance, liquidity needs, tax considerations, and long-term financial goals.
• Construct and actively manage portfolios through:
• Asset allocation
• Security selection
• Meet regularly with clients to discuss:
• Market conditions
• Economic outlook
• Long-term planning objectives
• Explain complex investment concepts in a clear, client-friendly manner.
• Partner closely with Wealth Advisors, Private Bankers, Trust Officers, Financial Planners, and other specialists to deliver integrated wealth management solutions.
• Participate in prospective client meetings and assist with new business development.
• Help identify opportunities to deepen existing client relationships and expand assets under management.
• Contribute to investment research, portfolio strategy, and investment committee discussions.
• Ensure all investment decisions meet fiduciary standards, regulatory requirements, and prudent investment practices.
• Deliver exceptional client service while maintaining strong investment discipline.

Ideal Candidate

The ideal Portfolio Manager combines technical investment expertise with outstanding relationship skills.

Technical Qualifications

Candidates should possess strong knowledge of:

• Asset allocation
• Capital markets
• Investment research
• Security analysis
• Economics
• Portfolio theory
• Fiduciary investing
• Prudent Investor standards

Relationship Skills

Equally important, candidates should:

• Build trust quickly with clients.
• Enjoy meeting with clients on a regular basis.
• Communicate complicated market and investment concepts in a simple, understandable manner.
• Demonstrate empathy, professionalism, and emotional intelligence.
• Work collaboratively with advisors and other wealth professionals.
• Place client relationships ahead of transactions.

This opportunity is particularly attractive for Portfolio Managers who enjoy investment management but want to become more involved in holistic wealth management and client relationships.

Preferred Qualifications

• Approximately 6–10+ years of experience as a Portfolio Manager, Investment Manager, Securities Analyst, Investment Strategist, or similar role.
• Bachelor's degree in Finance, Economics, Accounting, Business, or a related discipline.
• Experience managing portfolios for affluent or high-net-worth clients.Strong understanding of:
• Asset allocation
• Security markets
• Economic analysis
• Fiduciary investing
• Trust standards
• Exceptional verbal and written communication skills.
• Experience collaborating with Wealth Advisors, Private Bankers, Trust Officers, or Relationship Managers.
• Familiarity with institutional investment platforms such as Bloomberg, FactSet, Advent, Moxy, fi360, or similar tools.
• Professional designations strongly preferred, including:
• CFA
• CMT
• MBA or other advanced investment credentials

Compensation

Generous base salary depending on experience, credentials, and overall fit.

Incentive Compensation

Portfolio Managers participate in a multi-layer incentive program designed to reward both business development and investment performance.

New Business Incentive

• Participate alongside Wealth Advisors and Private Bankers in winning new client relationships.
• Earn an incentive tied to anticipated first-year revenue generated from new investment relationships.

Investment Performance Incentive

• Annual bonus opportunity based on the long-term performance of managed portfolios.
• Performance is measured using rolling multi-year investment returns.
• Strong investment results and consistent client outcomes are rewarded through meaningful variable compensation.
• New hires may receive a guaranteed minimum incentive during their first two years while establishing a performance history.

Why This Opportunity?

• Join a respected regional Wealth Management platform with an established investment management team.
• Highly collaborative environment where Portfolio Managers work closely with Wealth Advisors, Private Bankers, Trust Officers, and Financial Planners.
• Significant client interaction rather than purely behind-the-scenes portfolio management.
• Opportunity to help grow client relationships while continuing to manage sophisticated investment portfolios.
• Performance-driven compensation with meaningful upside.
• Strong organizational culture built around integrity, collaboration, fiduciary responsibility, and exceptional client service.
• Long-term career growth within an expanding Wealth Management organization.

Locations

The organization is currently considering candidates in:

• Houston, Texas

Depending on internal movement and business needs, additional opportunities may also be available within the Florida Panhandle.

Relocation assistance may be available for the right candidate.