Investment Portfolio Manager, Sr. jobs in Texas
Investment Portfolio Manager, Sr. manages the research and analysis of financial markets, securities, and investment products to assess risks, evaluate potential returns, and make informed investment decisions for an organization. Implements policies and procedures to guide the analysis and evaluation of investment products and ensure investment activities comply with regulatory standards. Being an Investment Portfolio Manager, Sr. reviews economic data, financial metrics, and market conditions to evaluate financial models, forecasts, and investment strategies. Monitors and manages an organization's investment portfolio to ensure optimal performance and alignment with investment objectives, strategies, and risk tolerance levels. Additionally, Investment Portfolio Manager, Sr. requires a bachelor's degree. Typically reports to a director. The Investment Portfolio Manager, Sr. typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be an Investment Portfolio Manager, Sr. typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)
Recently Added Investment Portfolio Manager, Sr. jobs
Regional Portfolio Manager
- Frost Investment Services, LLC
-
San Antonio, TX
FULL_TIME
- Job Description It’s about being the person that wants to see others succeed. Are you always looking for innovative ways to help people? Do you love serving others and enjoy lending a helping hand regardless of the issue? Do you strive to lead by example and want to play an integral role in the development of your team? If so, then the Regional Portfolio Manager with Frost might be for you! At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you’ll become part of Frost’s over 150-year legacy of providing unparalleled financial services. Who you are: As a Regional Portfolio Manager with Frost, you are our leader, providing guidance and support to every single team member on your team. In this role, you will be responsible for independently managing assets within the proprietary strategies developed within Frost or its subsidiaries for Frost Investment Advisors, LLC. Our managers have a genuine care for people and enjoy developing people and do it with integrity, caring and excellence in mind. What you’ll do: Manage and supervise deployment of investment advisory strategies for clients within an assigned group of accounts to ensure that deployed strategies fits each client’s specific investment objectives Supervise Portfolio Managers and Senior Portfolio Managers in assigned region/office to ensure that client objectives are satisfied and that the policies and procedures of the Adviser are met Provide guidance and oversight to investment operations through participation in assigned committees Participate in the testing and evaluation of the Advisor and its Investment Advisory Representatives to ensure that both continue to satisfy their responsibilities to clients Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you’ll need: Bachelor's degree in an appropriate discipline Series 65 registration or attainment within 90 days of employment (acceptable exam exemptions include: Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Personal Financial Specialist (PFS), Chartered Investment Counselor (CIC), or Chartered Financial Consultant (ChFC) designations) 15 years of experience in a portfolio management role overseeing investment accounts in a fiduciary manner at a registered investment adviser or financial services organization 5 years of experience supervising and/or managing a team of managers 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 Broad understanding of alternative asset classes Strong analytical skills Strong problem solving skills and attention to detail Ability to multi-task and work effectively under pressure Ability to work independently as well as in a team environment Proficient in Microsoft computer applications Excellent written and verbal communication skills Additional Preferred Skills: Master’s degree in an appropriate discipline CFA or other financial industry designations Experience with industry tools such as Advent, Bloomberg, and FactSet Our Benefits At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader is banking customer satisfaction. At Frost, it’s about being part of something bigger. If this sounds like you, we encourage you to apply and see what’s possible at Frost. Our Most Important Relationship Starts Here Frost’s commitment to cultivate long-term relationships is one of the reasons we’re recognized as a premier employer in the financial services industry. To attract qualified professionals, we offer an environment that’s supportive of both your professional and personal goals by providing our employees with competitive salaries and an outstanding benefits package. Frost was named to Forbes magazine's list of the Best Employers. Frost is an Equal Opportunity Employer and does not discriminate on the basis of any protected trait, including sex, sexual orientation, gender identity, race, ethnicity, disability, or veteran status. View Employment Notices and Policies
- 11 Days Ago
Manager, Portfolio - Investment Management
- CrowdStreet
-
Austin, TX
FULL_TIME
- Join Us to Build Something Real!We're serious about Building. We're a team that cares - about investors, about sponsors, and about each other. Building something great is never easy. We encounter obst...
- 7 Days Ago
Analyst, Credit BDC Portfolio Monitoring (DC or Houston)
- Apollo Investment Management, L.P.
-
Houston, TX
FULL_TIME
- Position Overview This role can sit in either Metro DC or Houston TX. Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess...
- 26 Days Ago
Dealer Account Manager
- Westlake Portfolio Services, LLC
-
Houston, TX
FULL_TIME
- WESTLAKE FINANCIAL Westlake Financial is the largest privately held auto finance company in the United States with demonstrated growth year over year. We continue to expand our teams and diversify our...
- 20 Days Ago
Dealer Account Manager
- Westlake Portfolio Services, LLC
-
Odessa, TX
FULL_TIME
- WESTLAKE FINANCIAL Westlake Financial is the largest privately held auto finance company in the United States with demonstrated growth year over year. We continue to expand our teams and diversify our...
- 23 Days Ago
Regional Sales Manager
- Consumer Portfolio Services, Inc.
-
Austin, TX
FULL_TIME
- About the Company: Consumer Portfolio Services, Inc. is a leader in the sub-prime auto finance industry, is a fast-paced, aggressive mid-sized company that has shown consistent revenue growth year aft...
- 26 Days Ago
Investment Portfolio Manager, Sr. jobs at Popular Companies
Portfolio Manager
- The Anderson Search Group
-
Las Vegas, NV
- The Anderson Search Group has been engaged by the wealth management division of a 150 year old bank to identify an Inves...
- 6/12/2024 12:00:00 AM
Asset & Wealth Management - Investing & Portfolio Management - XIG -Administrative Assistant - New York
- Goldman Sachs
-
New York, NY
- Responsibilities: * Provides administrative support in a complex team environment to a senior group or executive * Coord...
- 6/11/2024 12:00:00 AM
Trust Advisor
- gpac
-
Plano, TX
- Job Description We are seeking an experienced trust officer to provide investment management and trust administration se...
- 6/11/2024 12:00:00 AM
Trust Advisor
- gpac
-
San Antonio, TX
- Job Description We are seeking an experienced trust officer to provide investment management and trust administration se...
- 6/11/2024 12:00:00 AM
Senior Financial Advisor
- Baystate Financial
-
Wellesley, MA
- About the job Elevating your Practice with Baystate Financial- Job description: Looking to elevate your practice? Baysta...
- 6/11/2024 12:00:00 AM
Family Office Manager
- YMR
-
Jupiter, FL
- Job Description Job Description We are looking to hire a Office Manager to join our small, focused investor/philanthropi...
- 6/10/2024 12:00:00 AM
Office Manager
- YMR
-
Jupiter, FL
- Job Description Job Description We are looking to hire a Office Manager to join our small, focused investor/philanthropi...
- 6/9/2024 12:00:00 AM
Cash Investment Portfolio Manager - Trader - Executive Director
- JPMorgan Chase
-
New York, NY
- The Cash Investment Desk is responsible for the investment of client cash collateral received against securities financi...
- 6/8/2024 12:00:00 AM
About Texas
Texas (/ˈtɛksəs/, locally /ˈtɛksɪz/; Spanish: Texas or Tejas Spanish pronunciation: [ˈtexas] (listen)) is the second largest state in the United States by both area and population. Geographically located in the South Central region of the country, Texas shares borders with the U.S. states of Louisiana to the east, Arkansas to the northeast, Oklahoma to the north, New Mexico to the west, and the Mexican states of Chihuahua, Coahuila, Nuevo León, and Tamaulipas to the southwest, while the Gulf of Mexico is to the southeast.
Houston is the most populous city in Texas and the fourth largest in the...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Portfolio Manager, Sr. jobs
$179,506 to $286,796
Most Popular Cities in Texas for Investment Portfolio Manager, Sr. Jobs
What does an Investment Portfolio Manager, Sr. do?
Investment Portfolio Manager, Sr. in Syracuse, NY
The sum total of your investments managed toward a specific goal.
January 19, 2020
Investment Portfolio Manager, Sr. in Temple, TX
Today we look at adding our portfolio to Morningstar.
January 27, 2020
Investment Portfolio Manager, Sr. in Phoenix, AZ
In fact, if you started with a solid investment plan, you'll be able to spend most of your time paying attention to your daily life, not your portfolio.
February 01, 2020