Portfolio Strategy Manager

About the role

Partners with the Lead Advisor and collaborates with the rest of the engagement team to provide a superior client experience. Responsible for all client investment-related matters.

Responsibilities

• 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 communicate 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 the Tolleson investment platform
• Meet all trading and cash raise deadlines
• Perform other duties and responsibilities as requested

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 an 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

Skills

• 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 a favorable consumer report and background check.