Senior Portfolio Manager

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).