Portfolio Strategy Manager

Tolleson Wealth Management; Dallas (TX); On-site; USD 120,000 - 190,000; Full time

Job summary

The ideal candidate has 5–10 years in investment roles, strong market knowledge including private markets, and familiarity with tools like Bloomberg and Morningstar. A CFA track record is preferred, with a focus on client outcomes.

Qualifications

• Progress toward CFA is preferred; other relevant investment industry certifications (CIMA, CFP) may be considered.
• 5-10 years in an investment-related position.
• Experience in private wealth and nonprofit portfolio management and construction.
• Strong understanding of the financial markets and various asset classes; knowledge of private markets and tax implications.

Responsibilities

• Partners with Lead Advisor and collaborates with the engagement team to provide a superior client experience.
• Responsible for all client investment related matters.
• Develop portfolio allocation strategies for client family and related entities.
• Integrate with the Investment Team to maintain a deep understanding of Tolleson Wealth Management portfolio options and investment managers.
• Respond to client directed questions on investment portfolio, capital markets, private equity investments, etc.
• Monitor performance relative to client goals and explain over- or under-performance.
• Draft Investment Policy Statements (private wealth and trust).
• Create and submit reallocations and trades.
• Execute individual stock and options trades strategies.
• Manage portfolio cash levels.
• Present investment updates in client or prospect meetings.
• Prepare a review of outside client portfolios and manage the transition of new clients to Tolleson investment platform.
• Meet all trading and cash raise deadlines.
• Perform other duties and responsibilities as requested.

Skills

Portfolio management

Client advisory

Investment strategy

Financial markets

Private markets

Tax implications

Education

CFA progress

CIMA/CFP

Tools

Bloomberg

Caissia

Morningstar

eMoney

Tamarac

Job description

DUTIES and RESPONSIBILITIES:

• Partners with Lead Advisor and collaborates with the rest of the engagement team to provide a superior client experience
• Responsible for all client investment related matters
• Develop portfolio allocation strategies for client family and related entities
• Integrate with the Investment Team to maintain a deep understanding of Tolleson Wealth Management portfolio options and investment managers
• Respond to client directed questions on investment portfolio, capital markets, private equity investments, etc.
• Monitor performance relative to client goals and ability to communicate over or under performance related to such
• Draft Investment Policy Statements (private wealth and trust)
• Create and submit Reallocations and Trades
• Execute individual stock and options trades strategies
• Manage portfolio cash levels
• Present investment updates in client or prospect meetings
• Prepare a review of outside client portfolios and manage the transition of new clients to the Tolleson investment platform
• Meet all trading and cash raise deadlines
• Perform other duties and responsibilities as requested.

MINIMUM POSITION REQUIREMENTS:

• Significant progress toward Chartered Financial Analyst (CFA) preferred. Other relevant investment industry certifications (CIMA, CFP) and demonstrated experience advising clients and managing investment portfolios may also be considered
• 5-10 years in investment related position
• Experience in private wealth and non-profit portfolio management and construction
• Strong understanding of the financial markets and various asset classes
• Strong understanding of private markets
• Strong understanding of tax implications of various types of investments

OTHER ESSENTIAL CANDIDATE TRAITS:

• Excellent written and verbal communication skills
• Proactive and highly responsive to client inquiries
• Experience in a goals-based approach a plus
• Experience with Bloomberg, Caissia, Morningstar, eMoney, Tamarac, etc. a plus
• Must consent to and have favorable consumer report and background check

NO AGENCIES PLEASE

No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant’s resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees.

Tolleson Wealth Management is an Equal Opportunity Employer