Portfolio Manager

Our investment team is seeking a portfolio manager who is experienced in managing capital for individual investors. Any candidate will need to be well-versed in portfolio construction, research, and client presentation.

In this role you will:

• Build Portfolios in Line with Investment Models: Review, research, construct and present recommended portfolio for current and prospective clients.
• Coordinate Portfolio Implementation: Work with investment team members to implement recommendations and coordinate any changes in line with overall strategy.
• Ongoing Audit and Routine Portfolio Maintenance: Monitor overall models and portfolios via systematic review process.
• Communicate Investment Strategy Internally and Externally: Write investment-related content, participate in client meetings, and share investment strategy firm-wide.
• Research Investments, Both Current and New: Seek investment opportunities in line with overall strategy, as well as research and review current investments to ensure suitability.
• Participate in Investment Committee Meetings: Cultivate ideas, opportunities, pitfalls with the rest of the investment committee in pursuit of meeting overall client and portfolio goals.

We want to talk to you if:

• You are an Investment Nerd: You’re passionate about markets and helping clients. You get excited about diving deep into complex economic and market topics and enjoy staying up-to-date with the latest industry trends.
• You Take Initiative: You can be counted on to follow through on commitments and tackle new challenges with enthusiasm and creativity.
• You Love Problem-Solving: Solutions come naturally to you, and you aren’t afraid to think outside the box or look for unconventional answers. If you don’t know the answer, you are driven to find it.
• You Communicate Proactively: You keep others in the loop on what’s going on and are proactive in updating those you work with. Clear, transparent communication is your forte.
• You Embrace Continuous Improvement: You recognize the areas you need to grow in professionally and embrace constructive criticism to help get you where you want to be. You strive each day to be a little bit better than before.
• You Seek Excellence: Whether it’s in academia, athletics, or a particular hobby, you excel in your pursuits and are continually striving for excellence. You have a track record of success and a drive to achieve.

Required:

• Chartered Financial Analyst designation or Equivalent (CFP®, CPA, JD) 
• 5 to 7 years of experience minimum.
• A “no job is beneath me” attitude and a belief that working together as a team is the best way to serve clients.

Briaud Benefits Include:

• 30 Days of Leave/Paid Office Closures
• Flexible Work Hours – We know life happens between 8 to 5 too.
• 401(k) with Safe Harbor employer matching
• Continuing Education – paid professional dues, conference attendance, and training

Working Conditions:

• Position type - Full-time
• Work schedule - 40 hours / week, Monday - Friday 8AM - 5PM
• Work location - Onsite: Bryan/College Station, Texas
• Work environment – Business Professional Office

Please submit both a cover letter and resume to jobs@briaud.com for consideration.

About Briaud:

Briaud Financial Advisors specializes in working with university professionals and their families providing holistic financial planning experiences. Described within the industry as a “white glove service”, Briaud utilizes a deep bench of expertise, leveraging decades of experience to help clients meet their long-term financial goals. NAPFA-Registered Fee-Only.