Selby Jennings has been engaged by a long-tenured wealth & investment management firm out of Texas to find a Vice President of Portfolio Management for their Dallas, Houston or Denver office. This firm is a diversified financial services firm that offers a broad array of investment solutions to institutional investors, private wealth clients, and financial intermediaries. The firm specializes in several distinct investment capabilities such as: U.S. Value Equity, Multi Asset, Energy & Real Assets, Income Alternatives, Tactical Absolute Return, and Managed Investment Solutions.
Candidates with long-only portfolio management experience paired with traditional analytical investment abilities will be prioritized. In this role, you will:
- Co-manage discretionary investment strategies for the firm's wealth division.
- Conduct research and implement investment strategies, including asset allocation and risk management.
- Utilize tax-efficient strategies and manage capital gains.
- Support Private Wealth Advisors in client communication and meetings.
- Collaborate with the Wealth CIO on asset allocation insights and investment risk oversight.
- Act as Portfolio Manager for discretionary wealth strategies, ensuring compliance with client constraints.
- Monitor market activities, strategy implementation, and portfolio adjustments.
- Communicate with internal teams about strategies and provide timely updates to Wealth Advisors on relevant news.
- Conduct independent research and due diligence for investment ideas.
- Identify buy/sell opportunities using valuation methods.
- Work within institutional teams to maintain high-quality research outputs.
- Use third-party resources for sourcing investment ideas.
- Document and communicate investment processes to the Wealth CIO.
- Support Wealth Advisors in marketing proprietary strategies to clients.
- May require occasional travel, primarily within the local area and outside regular hours
