Portfolio Strategy Manager

Tolleson Wealth Management; Dallas (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Tolleson Wealth Management in Dallas is seeking an experienced investment professional to partner with the Lead Advisor and the engagement team to deliver superior client outcomes. You will be responsible for all client investment matters, develop allocation strategies, and integrate with the Investment Team to understand portfolio options and managers.

The successful candidate has 5–10 years in investments, strong markets knowledge, and relevant certifications; Bloomberg, Morningstar, and other

Qualifications

• Significant progress toward CFA preferred; other certs may be considered
• 5–10 years in investment-related position
• Experience in private wealth portfolio management and construction
• Strong understanding of financial markets and asset classes
• Strong understanding of private markets
• Strong understanding of tax implications of investments

Responsibilities

• Partner with Lead Advisor and collaborate with engagement team to provide 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 understand Tolleson portfolio options and managers
• Respond to client questions on investment portfolio, markets, private equity, etc.
• Monitor performance relative to client goals and communicate 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 reviews of outside client portfolios and transitions to Tolleson platform
• Meet all trading and cash raise deadlines
• Perform other duties as requested

Skills

CFA Candidate

Portfolio management

Client advisory

Education

CFA Candidate (progress toward)

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

Tolleson Wealth Management is an Equal Opportunity Employer