Portfolio Manager
- Employer
- Diesslin Group, Inc.
- Location
- Fort Worth, Texas
- Salary
- Commensurate with experience
- Closing date
- Sep 16, 2021
View more
- Job Function
- Operations, Performance Analysis, Portfolio Management: Multi-Asset, Wealth Management
- Industry Sector
- Asset Management, Private Wealth Management Firm
- Certifications
- Passed CFA Level I, Passed CFA Level II, Passed CFA Level III (Charter Pending), CFA Charterholder
- Employment Type
- Full Time
- Education
- Bachelors
Job Details
As a Portfolio Manager, you will work with clients to design and implement investment portfolios aimed at meeting their unique objectives. In this role, you will collaborate with the Asset Management team, supporting the work we do and contribute to our investment process and client experience.
Your job will be to assimilate client information and transform it into tailored investment programs. Initiate changes to the investments and allocations of client portfolios. Periodically rebalance client portfolio and execute related trades. Support relationship managers with client communications regarding client investment portfolio and asset allocation. Participate in the monitoring of market developments and manager performance. Help manage and organize client information, follow up with clients, make preliminary recommendations, and collaborate in a team environment. Work with team members to complete follow-up tasks from client meetings. Handle some client service responsibilities, including but not limited to conducting account reviews and addressing client related communications.
We sell no products and always act in the best interest of our clients.
CFA® or CIMA® designation (or in process of obtaining)
Bachelor’s degree or higher
Preferred Skills & Experience:
- Excellent written and verbal communication skills
- Superior interpersonal, organizational, and client service skills
- Client first attitude, professional demeanor, personal integrity and an understanding of fiduciary responsibility
- Background and experience in the financial services industry; knowledge of key financial, investment, and risk management concepts
- Excellent computer skills along with the ability to learn in-house software and tools
- Dedicated to developing a career in the financial services industry with the potential for advancement within the company
Company
Diesslin Group, Inc. provides fee-only financial advisory and wealth management services to individuals and families, small business owners, estates, trusts, endowments and foundations.
We do not sell products or receive commissions of any kind, which allows us to provide objective and unbiased financial planning and investment advice. We are also independent and privately-owned, which allows us to make our clients our first priority.
We help clients protect and enhance their wealth, empower their family values, develop portfolios that reflect their investment and income needs, and achieve their financial goals. We are able to interface with our clients’ existing professional advisors, as well as leverage our broad network of attorneys, accountants, pension plan administrators, insurance agents, etc. in order to implement and maintain customized financial solutions for our clients.
We provide customized financial solutions and investment management for:
- Individuals, couples, and families
- Family entities and Trusts
- Small business owners
- Charitable foundations and endowments
- Website
- http://www.diesslin.com/
- Telephone
- 817-332-6122
- Location
-
425 Houston St
Ste 500
Fort Worth
Texas
76102
US
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