Portfolio Strategist
- Employer
- Tolleson Wealth Management
- Location
- Dallas, Texas (US)
- Salary
- Competitive salary and total rewards
- Closing date
- Jul 24, 2021
View more
- Job Function
- Investment Advisor/Consultant, Portfolio Management: Alternatives, Portfolio Management: Equities, Portfolio Management: Fixed Income, Portfolio Management: Multi-Asset, Relationship Management, Wealth Management
- Industry Sector
- Private Wealth Management Firm
- Certifications
- Passed CFA Level III (Charter Pending), CFA Charterholder
- Employment Type
- Full Time
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Duties and Responsibilities:
- Member of the Client Advisory Team
- Partners with Client Advisory Director 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)
- Approve 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.
Minimum Position Requirements:
- Chartered Financial Analyst (CFA)
- 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
- Experience in a goals-based approach a plus
- Experience with Bloomberg, Caissia, Morningstar, eMoney, Tamarac, etc. a plus
- 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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