What are the responsibilities and job description for the Portfolio Manager position at Austin Asset?
About this role:
Austin Asset is seeking an experienced investment professional to join our wealth management team.
We are looking for a passionate investment-minded team member to guide portfolio decisions at a high level; mainly communicating with existing and prospective clients regarding investment philosophy, economic climate, and performance attribution. Additionally, this role will support the investment policy committee with research and due diligence duties.
Required Qualifications:
- CFP® or CFA
Must have direct experience working with clients and distilling complex investment and economic topics into consumable dialogue with investors.
It is imperative the candidate has a fundamental belief/alignment around market efficiency and strategic asset allocation using publicly traded investment vehicles.
Compensation:
Base Annual Salary $125,000-$165,000; plus bonus
NOTES:
Hybrid/Remote work is allowed but must live in Austin.
Robust benefits include company-paid health, dental, vision, and disability insurance. Generous annual paid time off allowance. Non-elective company match for 401k retirement plan.
Austin Asset is an equal-opportunity employer, committed to the strength of a diverse workforce. Individual must be authorized to work in the US.
Salary : $125,000 - $165,000