Portfolio Strategist

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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