REPORTS TO:
Portfolio Strategist
OVERVIEW:
As a Portfolio Analyst you will have the opportunity to positively impact clients by supporting portfolio construction, internal & external communication, and trading for Ultra High Net Worth investors. Through your combined knowledge of investments and private wealth management, you will research and recommend investment strategies to Portfolio Strategists for use in client portfolios, incorporating the clients' goals, their comprehensive financial situation, and the investment insights developed by our in-house investment research team. You will collaborate with members of the Client Advisory team and other Tolleson teams regarding the investment platform and utilize sophisticated software for portfolio analysis and trading.
DUTIES And RESPONSIBILITIES
Conduct portfolio risk and return analysis to evaluate changes to current and prospective client portfolios, including equities, fixed income, hedge funds, and private market investments
Maintain deep knowledge of all investments on the approved platform and recommend ideas to Portfolio Strategists for client portfolios
Provide reviews and analysis of client directed investments
Provide analysis around concentrated securities, both diversifying and hedging
Provide portfolio updates and respond to inbound requests for information or analysis from internal stake holders including Trust Investment Committee and Client Advisory Team members
Assist in the development and execution of private investment programs, incorporating a blend of Tolleson proprietary vintage funds, Tolleson sourced direct investments, and client sourced direct investments
Create and review Investment Policy Statements and Trust Investment Committee Reviews
Assist in the investment onboarding of new client families
Maintain the processes for trading and rebalancing client portfolios
Assist the Portfolio Strategists in prospective client pursuits through RFP preparation and general investment presentations
Perform other duties and responsibilities as requested
Minimum Position Requirements
Undergraduate degree required, preferably in finance or financial planning
1-5 years of investment and/or wealth management industry experience
Progress towards the CFA and or CFP
Other Essential Candidate Traits
Strong written, verbal, analytical, and organizational skills
Very detail oriented
A strong desire to learn, ask questions, and deep curiosity about the global investment landscape
A desire to pursue a career in investment management
A strong desire to be part of a collaborative team
A strong desire to serve families and help them achieve their family's financial goals
A self-starter who has an entrepreneurial spirit
Must consent to and have favorable consumer report and background check
NO AGENCIES PLEASE No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees.
Tolleson Wealth Management is an Equal Opportunity Employer
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Portfolio Strategist
OVERVIEW:
As a Portfolio Analyst you will have the opportunity to positively impact clients by supporting portfolio construction, internal & external communication, and trading for Ultra High Net Worth investors. Through your combined knowledge of investments and private wealth management, you will research and recommend investment strategies to Portfolio Strategists for use in client portfolios, incorporating the clients' goals, their comprehensive financial situation, and the investment insights developed by our in-house investment research team. You will collaborate with members of the Client Advisory team and other Tolleson teams regarding the investment platform and utilize sophisticated software for portfolio analysis and trading.
DUTIES And RESPONSIBILITIES
Conduct portfolio risk and return analysis to evaluate changes to current and prospective client portfolios, including equities, fixed income, hedge funds, and private market investments
Maintain deep knowledge of all investments on the approved platform and recommend ideas to Portfolio Strategists for client portfolios
Provide reviews and analysis of client directed investments
Provide analysis around concentrated securities, both diversifying and hedging
Provide portfolio updates and respond to inbound requests for information or analysis from internal stake holders including Trust Investment Committee and Client Advisory Team members
Assist in the development and execution of private investment programs, incorporating a blend of Tolleson proprietary vintage funds, Tolleson sourced direct investments, and client sourced direct investments
Create and review Investment Policy Statements and Trust Investment Committee Reviews
Assist in the investment onboarding of new client families
Maintain the processes for trading and rebalancing client portfolios
Assist the Portfolio Strategists in prospective client pursuits through RFP preparation and general investment presentations
Perform other duties and responsibilities as requested
Minimum Position Requirements
Undergraduate degree required, preferably in finance or financial planning
1-5 years of investment and/or wealth management industry experience
Progress towards the CFA and or CFP
Other Essential Candidate Traits
Strong written, verbal, analytical, and organizational skills
Very detail oriented
A strong desire to learn, ask questions, and deep curiosity about the global investment landscape
A desire to pursue a career in investment management
A strong desire to be part of a collaborative team
A strong desire to serve families and help them achieve their family's financial goals
A self-starter who has an entrepreneurial spirit
Must consent to and have favorable consumer report and background check
NO AGENCIES PLEASE No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees.
Tolleson Wealth Management is an Equal Opportunity Employer
#J-18808-Ljbffr