Portfolio Strategy Manager
About The Position
Tolleson Wealth Management is seeking a Portfolio Strategy Manager to partner with the Lead Advisor and collaborate with the engagement team to provide a superior client experience. This role is responsible for all client investment-related matters, including developing portfolio allocation strategies, understanding portfolio options and investment managers, and responding to client inquiries on various investment topics. The manager will monitor performance, draft Investment Policy Statements, create and submit reallocations and trades, execute trades, manage portfolio cash levels, and present investment updates. Additionally, the role involves reviewing outside client portfolios, managing transitions to the Tolleson platform, and meeting all trading and cash raise deadlines. The company emphasizes that no agencies should submit unsolicited resumes.
Requirements
- 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
- Excellent written and verbal communication skills
- Proactive and highly responsive to client inquiries
- Must consent to and have favorable consumer report and background check
Nice To Haves
- 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
- Experience in a goals-based approach a plus
- Experience with Bloomberg, Caissia, Morningstar, eMoney, Tamarac, etc. a plus
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.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
