Senior Portfolio Manager: Trader, Diligence & Strategy

GemHarvest Executive Recruiting; Houston (TX); On-site; USD 120,000 - 150,000; Full time

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

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,