Portfolio Strategy Manager

DUTIES and RESPONSIBILITIES:

• Partners with Lead Advisor 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)
• Create and submit 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:

• Significant progress toward Chartered Financial Analyst (CFA) preferred. Other relevant investment industry certifications (CIMA, CFP) and demonstrated experience advising clients and managing investment portfolios may also be considered
• 5-10 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

OTHER ESSENTIAL CANDIDATE TRAITS:

• 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 and background check