Portfolio Manager

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.