Portfolio Manager

Location
The Woodlands, Texas
Salary
Salary commensurate with experience/qualifications. Benefits Include: Paid Time Off, Medical, 401(k)
Posted
Feb 01, 2019
Closes
Mar 03, 2019
Employment Type
Full Time
Education
Bachelors

Waterway Wealth Management is looking for a Portfolio Manager with a CFA designation or someone who is working towards their CFA Designation with 10 years of industry experience and 5 years in a role as portfolio manager. The ideal candidate enjoys investment research and portfolio construction.

Compensation:  Salary is commensurate with experience and qualifications.  Benefits package includes: Paid Time Off, Medical, and 401(k).

Skills and Expertise

Education:      Bachelor’s Degree in Finance, Accounting or related Business degree

Experience:    10 years of industry experience and 5 years in a role as portfolio manager

Designation:   CFA or working towards CFA

Education:  Bachelor’s Degree in Finance, Accounting or related Business degree

Experience:  10 years of industry experience and 5 years in a role as portfolio manager

Designation:  CFA

Responsibilities:

  • Manage Model Portfolios for the firm’s clients
  • Assist in developing appropriate strategies for each portfolio
  • Assess, plan and implement investment strategies based on client’s investment objectives according to their Investment Policy Statement (IPS) on a timely basis
  • Plan, develop and implement a communication plan with clients regarding their portfolio
  • Plan and develop the investment review portion of client reviews
  • Testing and monitoring of portfolios with respect to risk/return
  • Manage day-to-day trading activities and cash flow needs for each client
  • Execute trades for assigned portfolios
  • Responsible for research of new investment ideas
  • Coordinate Investment Team Meetings
  • Manage all communication with outside investment managers
  • Communicate with Team/meet with clients about investment changes
  • Contribute to quarterly market commentary and analysis
  • Attend seminars, webinars, conferences and/or workshops to keep informed on latest industry trends and maintain certification

Necessary Work Skill:

  • Must have a comprehensive knowledge of the economy and the capital markets
  • Must be highly detail oriented and passionate about follow through
  • Must have a comprehensive knowledge of asset allocation and investment management strategies
  • Must have working knowledge of IRS income and capital gain taxation rules
  • Must have experience in analyzing and monitoring mutual funds, ETF’s and individual securities.
  • Must have the ability to work collegially in a team setting
  • Must be able to interact with our team and our clients
  • Must have proven experience building and maintaining relationships

Waterway Wealth Management is an independent financial planning firm that provides comprehensive financial planning and asset management. Waterway Wealth Management is a Registered Investment Advisory firm located in The Woodlands, TX, founded in 2012 by Dan Michalk, CFP®, ChFC.  Our intrinsic philosophy is one of strong commitment to both the intricate process of financial planning which benefits the client and dedication to the continued growth of positive, long-term relationships.  The firm focuses on high net worth clients and maintains a low client to planner ratio.