Portfolio Manager III

1 day ago

Houston, Texas, United States Linscomb Wealth Full time
{"Job Title": "Portfolio Manager III", "Job Summary": "We are seeking a highly skilled Portfolio Manager III to join our team at Linscomb Wealth. As a key member of our Investment Team, you will be responsible for managing client investment portfolios, collaborating with the Trading Team and Wealth Advisor Team, and participating in the firm's Investment Committee.

Responsibilities:

* Maintain investment models within firm's trading application.
* Execute portfolio changes.
* Respond to or research trade-related inquiries and make decisions for appropriate disposition.
* Monitor asset class deviations and provide recommendations to Wealth Advisors to rebalance portfolios that are out of tolerance.
* Phase cash into investment portfolios.
* Monitor security master within the trading/rebalancing system.
* Develop and initiate transition strategies for accounts that are not in line with current models.
* Participate in Investment Committee and other working groups.
* Participate in equity and investment research.
* Generate and distribute internal management reports, as needed.

Requirements:

* Bachelor's degree (B.A. or B.S.) from a four-year college or university, preferably with a finance degree.
* No certificates or licenses required, but CFA, CFP, or CIMA is desired.
* Preferably seven to ten years related experience in portfolio management; or an equivalent combination of education and experience.
* Proficient with Microsoft 365 (Word, Excel, Outlook, PP).
* Ideally, experience with Tamarac Reporting, Trading and CRM, Charles Schwab and Fidelity custodial platforms or other similar systems.
* Experience with a CRM Database, Document Management software or other Financial Industry software is a plus.
* Very strong Excel skills are desired.

Skills:

* Proactive and strong work ethic.
* Excellent organizational skills.
* Ability to multi-task, prioritize and meet deadlines.
* Professional appearance and demeanor.
* Ability to work well in a team environment.
* Strong communication skills - verbal & written.

Firm Responsibilities:

* Understand and support the firm's vision, mission, and strategy.
* Engage in teamwork and teambuilding and integrate into the culture of the firm.
* Stay apprised of Linscomb Wealth firm policies, industry best practices, and is constantly evaluating technologies to enhance our capabilities.
* Complies with all Firm's HR and Compliance policies.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR c)

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