Portfolio Manager - Financial Services

ASPIRIANT LLC•Austin, TX

4d•$100,000 - $115,000•Hybrid

About The Position

We are seeking a collaborative and detail-oriented Portfolio Manager to join our Client Service Operations team. This role is responsible for the implementation, oversight, and ongoing management of client portfolios, working in close partnership with Wealth Managers and internal teams. This position plays a critical role in ensuring that portfolio strategies are executed accurately and efficiently, with a strong emphasis on operational excellence, risk management, and high-quality client outcomes. While this role does not have primary responsibility for investment strategy decisions, it requires a deep insight of portfolio construction and the ability to apply that knowledge in a practical, client-specific context. The ideal candidate brings strong investment knowledge, sound judgment, and a client-first mindset, along with the ability to manage complex workflows and operate effectively in a highly collaborative environment. We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.

Requirements

Strong knowledge of portfolio construction, asset allocation, and investment strategy
Deep familiarity with investment vehicles, including separately managed accounts, mutual funds, exchange-traded funds, and alternative investments
Working knowledge of entity structures such as trusts, partnerships, and LLCs
Advanced proficiency in Excel
Strong analytical and critical thinking skills, with the ability to evaluate complex investment decisions
Excellent communication skills, with the ability to clearly convey information across a variety of audiences
Highly organized with the ability to manage multiple priorities and deadlines
Detail-oriented with a strong commitment to accuracy and quality
Proactive team player who builds strong relationships across functions
Self-motivated and capable of working independently in a dynamic environment
Committed to delivering a high level of client service and supporting colleagues
A COLLABORATOR who will mentor and help others on your team
GENUINELY care about serving and caring for other people
Bachelor’s degree in finance, economics, business, or a related field, or equivalent professional experience
Minimum of six (6) years of experience in investment management or financial services

Nice To Haves

experience with portfolio management and CRM systems (especially Black Diamond and Salesforce) is a plus
Prior experience working for an RIA firm is a plus
Prior team leadership experience is a plus

Responsibilities

Implement investment models within client portfolios based on guidance from Wealth Managers
Partner with Wealth Managers to assess existing client portfolios and recommend appropriate Aspiriant investment models and transition plans
Prepare and maintain Investment Policy Statements (IPS) to facilitate client portfolio decisions
Coordinate with internal portfolio management colleagues to execute portfolio transitions and strategy updates
Work closely with Wealth Managers to evaluate portfolio positioning and determine appropriate actions
Initiate trade requests aligned with client needs and portfolio strategy
Ensure accurate and timely implementation of model updates across client portfolios
Maintain high standards of accuracy, consistency, and documentation in portfolio management activities
Review and provide second-level approval for trades generated by the Portfolio Management trade proposal team
Serve as a backup trade approver for Wealth Managers, Investment Advisors, and other Portfolio Managers as needed
Partner with the Director of Portfolio Management to enhance trading oversight, resolve discrepancies, and strengthen risk management practices
Serve as a key contributor within the Portfolio Management team, actively facilitating day-to-day operations and broader team objectives
Partner closely with Director of Portfolio Management to drive strategic initiatives that enhance trading processes, optimize workflow efficiency, and maximize the value of trading technology
Design and refine trading workflows to improve scalability, accuracy, and operational effectiveness across the platform
Build strong, strategic relationships across the Portfolio Management team, fostering a positive, team-oriented culture and contributing to overall team success