Tolleson Wealth Management · 10 hours ago
Portfolio Analyst
Dallas, TX
Full-time
Onsite
Entry, Mid Level
1+ years expTolleson Wealth Management is dedicated to positively impacting clients through comprehensive wealth management. The Portfolio Analyst will support portfolio construction, communication, and trading for Ultra High Net Worth investors by researching and recommending investment strategies tailored to client goals.
BankingConsultingFinancial Services
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
Qualification
Required
1-5 years of investment and/or wealth management industry experience
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
Preferred
Undergraduate degree preferably in finance or financial planning
Progress towards the CFA and or CFP
Company
Tolleson Wealth Management
Tolleson Wealth Management is a consulting company that provides banking, bookkeeping and investment services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Carter Tolleson
Chief Executive Officer
Eric W. Bennett
Chief Investment Officer, Co-Founder
Recent News
Dallas Business Journal
2025-02-19
The Business Journals
2024-04-08
2024-02-19
Company data provided by crunchbase