First United Bank · 6 hours ago
Portfolio Management Analyst
Dallas, TX
Full-time
Onsite
Mid Level
3+ years expFirst United Bank is a learning organization that offers exciting opportunities for employees to grow. They are seeking a Portfolio Management Analyst to support the Chief Investment Officer in managing and overseeing wealth management portfolios, with a focus on asset allocation strategy, equity positioning, and risk oversight.
BankingFinancial ServicesInsuranceLending
Responsibilities
Support the CIO in the implementation and ongoing management of asset allocation methodology across client portfolios and model strategies
Monitor portfolio positioning, allocation targets, drift, and rebalance requirements
Assist in portfolio construction decisions through quantitative and analytical support
Ensure consistent execution of investment strategy across accounts
Develops and directs client-specific investment programs to achieve stated objectives
Support equity portfolio positioning through analysis of: Valuation, Factor exposures, Market regimes and style dynamics
Maintain active awareness of equity market developments, earnings trends, and macroeconomic data
Assist the CIO in evaluating how market conditions impact portfolio positioning and risk
Conduct ongoing portfolio and client account surveillance, including exposure, concentration, and guideline adherence
Monitor portfolio risk across factors, correlations, and market regimes, with particular attention to drawdown management and capital preservation
Identify and escalate portfolio risks, inconsistencies, or deviations from investment discipline
Support risk reporting and documentation for internal review and governance purposes
Execute and maintain portfolio trades across client accounts and model portfolios
Ensure accurate trade allocation, reconciliation, and post-trade review
Coordinate closely with operations and custodial platforms to ensure clean and timely execution
Apply macroeconomic insight to support portfolio positioning and allocation decisions
Utilize quantitative methods to evaluate portfolio performance, risk, and scenario outcomes
Prepare analytical materials for CIO review, investment discussions, and committee use
Provide investment-related client service support, including portfolio analysis and performance explanations
Assist in preparing investment commentary, portfolio reviews, and CIO communications
Serve as an analytical resource for advisors on portfolio construction and strategy-related questions
Serves as a key investment presence with clients, co-trustees, consultants, and internal partners to ensure clear and consistent communication
Participate in CIO discussions related to portfolio positioning, risk considerations, and strategy implementation
Prepare analysis that directly informs investment decisions and portfolio adjustments
Demonstrate independent thinking and sound judgment, with the ability to challenge assumptions thoughtfully and constructively
Designs and continuously adjusts investment strategies in close coordination with the client service team to align with evolving goals and opportunities
Qualification
Required
3–6 years of experience in portfolio management support
3–6 years of experience in investment analysis
3–6 years of experience in asset management, wealth management, or family office environments
Direct exposure to live portfolio management and execution
Strong understanding of asset allocation methodology and portfolio construction
Solid grounding in macroeconomics and quantitative methods
Working knowledge of equity markets, factors, and risk dynamics
Exceptional attention to detail and comfort operating in a high-accountability environment
Preferred
CFA designation or meaningful progress toward CFA strongly preferred
Experience with portfolio management and reporting systems (e.g., Tamarac or similar platforms) is a plus
Company
First United Bank
First United Bank is a banking company that specializes in the fields of personal banking, loans, and business loans.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$80.45M2022-02-01Series Unknown· $80.45M
Leadership Team
Tadd D. Tobkin
Executive Vice President
Recent News
2026-01-13
2025-11-11
2025-10-22
Company data provided by crunchbase