Manager, Investments
- Employer
- Tolleson Wealth Management
- Location
- Dallas, Texas (US)
- Salary
- Competitive salary and total rewards
- Closing date
- Aug 11, 2021
View more
- Job Function
- ESG/Socially Responsible Research, Hedge Funds, Investment Advisor/Consultant, Multimanager Strategies, Performance Analysis, Portfolio Management: Alternatives, Portfolio Management: Equities, Portfolio Management: Fixed Income, Portfolio Management: Multi-Asset, Private Equity/Venture Capital, Risk Management, Wealth Management
- Industry Sector
- Private Wealth Management Firm
- Certifications
- Passed CFA Level II, Passed CFA Level III (Charter Pending), CFA Charterholder
- Employment Type
- Full Time
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Duties and Responsibilities:
- Assume primary due diligence responsibilities for existing third-party money managers across the equity, fixed income, and private investment landscape:
- Lead meetings (virtual and on-site) with portfolio managers
- Conduct asset class research and manager-specific projects
- Coordinate lead operational due diligence
- Oversee strategy expectations and uncover any "red flags" that may arise
- Maintain pipeline of peer investment strategies
- Source new investment themes and strategies for possible inclusion in client portfolios
- Help refine manager due diligence and selection process across asset classes
- Maintain a network of investment allocators and money managers
- Coordinate investment related requests with other departments internally, including Advisory Team, Trust, Tax, Legal, Compliance, and Operations
- Aid in the analysis of client asset allocations, portfolio construction methodology, and the team’s risk management framework
- Prepare and present manager-specific performance, exposure and risk reports to Investment Committee and firm.
- Craft client communications that provide an update on the market, economy and portfolio
- Attend investment conferences, investor days and leadership training opportunities
Minimum Position Requirements:
- 5+ years in investment related position
- CFA Charterholder a plus
- Experience with Caissa, Morningstar, Black Diamond, Bloomberg, etc. a plus
- Prior experience in a leadership position as a mentor to analyst team members
- Deep investment knowledge across all asset classes that would apply towards managing portfolios on behalf of ultra-high net worth families
- Strong organizational skills and attention to detail to balance and prioritize projects
- Ability to be proactive and anticipate issues and problems and work quickly and proactively to solve them
- Willingness to learn and expand responsibility
- Strong communication and presentation skills and ability to work in a team setting
- Ability to maintain extreme confidentiality in dealing with client matters
- Proficient in use of Windows, Microsoft Office (Word, Excel and PowerPoint) and CRM applications
- Must consent to and have favorable consumer report, background check and drug/alcohol test
Tolleson Wealth Management is an Equal Opportunity Employer.
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