Portfolio Manager
2 weeks ago
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 trainingWorking 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 OfficePlease 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.
-
Business Loan Portfolio Manager
2 weeks ago
College Station, Texas, United States Arize Federal Credit Union Full timeJob OverviewAbout Us: Arize Federal Credit Union is dedicated to enhancing the financial well-being of our members and the community by offering tailored financial solutions to everyday challenges.As a community-chartered credit union with significant growth, we serve multiple counties and operate several branches. Our local decision-making fosters a culture...
-
College Park, Maryland, United States Bank of America Full timeJob Overview: At Bank of America, our mission is to enhance financial well-being through meaningful connections. Responsible Growth is the cornerstone of our operations, ensuring we meet the needs of our clients, employees, communities, and shareholders consistently. We prioritize creating an inclusive and diverse workplace, investing in our employees and...
-
College Park, Maryland, United States Bank of America Full timeJob Overview: At Bank of America, our mission is to enhance financial well-being through meaningful connections. Responsible Growth is the foundation of our operations, ensuring we deliver value to our clients, employees, communities, and shareholders consistently. We are committed to fostering a diverse and inclusive environment, recognizing that a variety...
-
VP, Home Office Auto, Portfolio Management Lead
2 weeks ago
Whitehouse Station, United States Chubb Full timeJob DescriptionWe are seeking an experienced Auto Portfolio Management Lead to join our team at Chubb North America. As the VP - Auto Portfolio Management Lead, you will play a critical role in ensuring the success and profitability of our Auto Line of Business for Commercial Insurance (Middle Market). Your responsibilities will include continuous monitoring...
-
Whitehouse Station, New Jersey, United States Chubb Full timeJob OverviewKey Responsibilities: Evaluate loss and pricing analysis data to identify factors affecting the casualty portfolio. Oversee significant loss and early warning information; manage inventory and provide summaries as needed. Review claims coding and documentation, suggesting enhancements for better data analysis. Monitor and present reports on...
-
Member Business Loan Portfolio Manager
4 weeks ago
State College, United States Arize Federal Credit Union Full timeJob DescriptionJob DescriptionWho We Are: Arize Federal Credit Union is devoted to serving our members and our community by providing financial solutions to everyday challenges and improving the financial well-being of those we serve.Arize is a $160M (and growing), community-chartered credit union servicing Blair, Centre, Clearfield, Clinton, Huntingdon,...
-
Whitehouse Station, New Jersey, United States Chubb Full timePosition Overview: As an integral member of our team, you will be responsible for evaluating loss and pricing study data to identify key loss factors affecting the casualty portfolio. Your role will involve managing substantial loss and early warning data, ensuring accurate inventory maintenance, and delivering summaries as required. You will assess claims...
-
Project Manager IV
2 months ago
College Station, Texas, United States Texas A&M AgriLife Extension Full timeJob TitleProject Manager IVAgencyTexas A&M Agrilife Extension ServiceDepartmentInstitute Of Renewable Natural ResourcesProposed Minimum SalaryCommensurateJob LocationCollege Station, TexasJob TypeStaffJob DescriptionThe Project Manager IV will manage project activities including developing, implementing, tracking budgets, tracking timelines and deliverables,...
-
Member Business Lending Coordinator
3 days ago
College Station, Texas, United States Arize Federal Credit Union Full timeJob SummaryWe are seeking a highly skilled and experienced Business Loan Portfolio Manager to join our team at Arize Federal Credit Union. As a key member of our lending team, you will be responsible for processing and administering commercial business loans, overseeing servicing, documentation, and maintenance of all business-related loan records, and...
-
SAP PPM
7 days ago
College Station, United States Cognizant Full timeAbout Cognizant’s SAP Practice Cognizant’s SAP practice is part of our Enterprise Platform Services (EPS) unit. In Cognizant’s SAP practice, we help enterprises maximize business value in the digital economy. As part of this practice, you will drive digital acceleration, to prepare our clients for the approaching autonomous business by unlocking the...
-
General Manager of Concessions
4 weeks ago
College Station, United States Compass Group Full timeLocation: Texas A&M University Athletics Levy holds the contract for all premium and concession operations for seven athletic venues. This includes Kyle Field which hosts the Aggie Football team and boasts the accolade of being in the top five seating capacities in all of college venues Different perspectives make us better. We’re...
-
General Manager of Concessions
2 months ago
College Station, United States Compass Group Careers Full timeJob DescriptionJob Description Levy Sector Location: Texas A&M University Athletics Levy holds the contract for all premium and concession operations for seven athletic venues. This includes Kyle Field which hosts the Aggie Football team and boasts the accolade of being in the top five seating capacities in all of college venues Different perspectives make...
-
Engineering Manager
2 months ago
College Station, United States Mentor Technical Group Full timeJob DescriptionJob DescriptionMentor Technical Group (MTG) provides a comprehensive portfolio of technical support and solutions for the FDA-regulated industry. As a world leader in life science engineering and technical solutions, MTG has the knowledge and experience to ensure compliance with pharmaceutical, biotechnology, and medical device safety and...
-
Visual Communications Specialist
2 days ago
College Station, Texas, United States บริษัท เอฟทีวี (ประเทศไทย) จำกัด Full timeJob Summary:บริษัท เอฟทีวี (ประเทศไทย) จำกัด is seeking a highly skilled Graphic Designer to join our team. As a Graphic Designer, you will be responsible for designing visual elements such as logos, icons, graphics, and typography to communicate our brand message.Key Responsibilities:Design graphics and...
-
Environmental Health and Safety Professional
3 days ago
College Station, Texas, United States Mentor Technical Group Full timeAbout the RoleMentor Technical Group is seeking a highly skilled EHS Specialist to join our team. As a world leader in life science engineering and technical solutions, we provide a comprehensive portfolio of technical support and solutions for the FDA-regulated industry.Key ResponsibilitiesEnsure compliance with pharmaceutical, biotechnology, and medical...
-
Housekeeping Assistant
2 weeks ago
College Station, Texas, United States Wyndham Hotels & Resorts Full timePosition Title: Assistant HousekeeperCompany Overview:Wyndham Hotels & Resorts is a premier hotel franchisor and management company, recognized globally for its extensive portfolio of diverse hotel brands. We are committed to providing exceptional experiences for our guests through our dedicated team members.Job Location: La Quinta by WyndhamJob Summary:The...
-
Sales Coordinator
3 months ago
College Station, United States Aimbridge Hospitality Full timeOverview As the global leader in third-party hotel management, our growing portfolio represents over 1,550 hotels in all 50 states and 22 countries, from top international lodging brands to luxury hotels, destination resorts and lifestyle hotels. Our associates around the globe are passionate about serving our guests and driving exceptional results,...
-
College Station, Texas, United States The Pennsylvania State University Full timeAbout the RoleThe Pennsylvania State University is seeking a highly experienced student affairs leader and skilled administrator to serve as the Associate Vice President with responsibility and oversight for a portfolio that focuses on student health and wellbeing.Key ResponsibilitiesProvide strategic leadership and oversight for student health and...
-
Night Auditor
4 weeks ago
College Station, Texas, United States Shaner Hotel Full timeABOUT THE TEAM Shaner Hotels has an amazing opportunity at our 72 room Hampton Inn & Suites in State College at Williamsburg Square. Our Colonial-style hotel has the old-world feel of the Revolutionary period yet boasts modern amenities and a convenient location near almost everywhere you want to be in town. Headed to Penn State? The campus is just a mile...
-
Beverage Sales Specialist
5 days ago
College Station, Texas, United States Southern Glazer's Wine & Spirits Full timeAbout Southern Glazer's Wine & SpiritsSouthern Glazer's Wine & Spirits is a leading distributor of beverage alcohol in North America, renowned for its exceptional service and commitment to excellence. With a rich history and a dedicated team of professionals, we strive to deliver unparalleled value to our suppliers and customers across 44 states, the...
