Senior Portfolio Manager

Location
Houston, Texas (US)
Salary
Salary plus bonus, medical, dental, vision, 401k. Starting at 80-100k base negotiable
Posted
Jan 14, 2022
Closes
Feb 13, 2022
Employment Type
Full Time
Education
Bachelors

Qualifications:

Bachelor's degree in an appropriate discipline, with Master's degree preferred.

- CFA preferred with minimum of a level 2 passing exam to apply.  CFA to be obtained within 24 months of hire date.

  • 7+ years experience in a portfolio management role overseeing investment accounts in a fiduciary manner at an investment adviser or other financial services organization
  • Thorough understanding of financial market/security types concepts and the ability to communicate concepts to clients
  • Experience managing and/or advising on multi-asset class portfolios

• Demonstration and history of strong analytical skills and very high attention to execution detail in block trading across many client accounts, is a must.

  • Ability to multi-task and work efficiently under pressure
  • Ability to work independently as well as in a team environment
  • Excellent written and verbal communication skills
  • Proficient in Microsoft computer applications
  • Broad understanding of alternative asset classes

Responsibilities:

  • As a Senior Portfolio Manager with Crestmont Private Wealth, you will be responsible for managing assets within the proprietary model and custom strategies developed by Crestmont Private Wealth investment committee.
  • Responsibilities will include managing and supervising deployment of strategies for clients, ensuring deployed strategy fits specific client objectives; providing guidance and oversight to the operations of the Investment Process through participating in assigned committees; participating in testing and evaluation of operations to ensure fiduciary duty’s.
  • The candidate will contribute to the asset review committee, analyzing assets for inclusion on the investment approved list.  Review alternative investments for potential inclusion.  
  • Annual rebalancing decisions as necessary across models with review of accounts for exception basis. 
  • Understanding of 144 issues and 10b5-1 plans, with full implantation.  
  • Regular screening of investment selections 
  • Monthly newsletters to client base
  • Client in person performance reviews Ad Hoc, and potential for speaking engagements and podcasts. 
  • This position will be groomed for a potential Chief Investment Officer role for the right candidate, over time.
  • This is an in person office job to be located in Houston TX in the financial district (near loop 610 on the west side).

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