Senior Portfolio Manager

Senior Portfolio Manager – Join the Fluent Financial Team

Are you an investment professional passionate about driving portfolio performance and securing your clients' financial futures? Do you excel at analyzing complex market data, mitigating risk, and delivering tailored investment solutions? If so, we would love to add your expertise to our firm.

We are a Dallas-based wealth management firm dedicated to providing personalized investment advice, comprehensive tax strategies, and financial planning services. Our mission is to help our clients feel confident and secure about their financial futures.

RESPONSIBILITIES:

• Design, implement, and maintain portfolios tailored to meet client needs and investing goals while adhering to their risk tolerance
• Stay informed on market trends, economic indicators, regulatory changes, and company-specific fundamentals to manage risk and optimize returns
• Conduct comprehensive macroeconomic, fundamental, quantitative, and risk management research to evaluate investment opportunities and make strategic asset allocation choices
• Analyze and document market performance rationale to support investment decisions
• Utilize and assess available investment tools to enhance portfolio performance
• Maintain an exception list for specific client restrictions
• Oversee and execute trades in accordance with Firm policies and regulatory requirements, ensuring precision, compliance, and operational integrity
• Regularly rebalance client portfolios to maintain risk profiles and capture market opportunities
• Monitor accounts for excess cash and allocate efficiently
• Provide investment recommendations, market insights, and market commentary
• Prepare and participate in monthly webinars to enlighten clients on market dynamics
• Lead Investment Committee meetings to align Firm on investment objectives
• Track and measure portfolio performance against relevant benchmark
• Adhere to industry regulations and internal policies while retaining thorough notes and records to support compliance and due diligence efforts

REQUIREMENTS:

• Bachelor’s degree in finance, economics, or related quantitative field
• Series 65 or a qualifying waiver*

   *Series 7 and 66 or one of the following professional designations:

CFA

CFP

ChFC

PFS

CIMA

CIC

• 5 years of experience in portfolio research, construction, and active management across both equity and fixed income investment vehicles
• Adept at interpreting economic drivers and major world events while analyzing securities to make disciplined investment decisions
• Demonstrated track record of managing portfolios and delivering strong risk-adjusted investment results
• Ability to educate clients on investment strategies and products
• Advanced mathematical and analytical skills with exceptional Microsoft Excel proficiency
• Excellent written, verbal, and presentation skills
• Efficient and detail-oriented project management, prioritizing and organizing tasks, while delivering consistent updates and maintaining end-to-end ownership
• Proven leadership and mentoring experience
• Capacity to work independently but also collaborate effectively as a team player
• Propensity to anticipate needs and take initiative to find suitable solutions
• Willingness to accept criticism and be coachable
• Be punctual, prepared, and professional

PREFERRED:

• Master’s degree in finance, economics, or related quantitative field
• CFA or advanced progress towards designation
• Quantitative and technical analysis using Python
• Experience with research and trading platforms: specifically, Bloomberg, thinkpipes, thinkorswim, iRebal, YCharts
• Familiarity with operational software packages: specifically, Schwab, Orion, Redtail

PAY:

• Base: $150,000 minimum; additional compensation based on qualifications and experience
• Supplemental: Annual bonus determined by portfolio performance

BENEFITS:

• Paid Time Off/Holidays
• Parental Leave
• Health insurance/stipend
• 7.5% Firm provided 401(k) Safe Harbor and Profit-Sharing contributions
• $2,000 educational stipend per year
• Covered parking garage
• Snacks/drinks available
• Team events/recognition

WORK LOCATION/SCHEDULE:

• In office: 14800 Landmark Blvd, Suite 848, Dallas, TX 75254
• Monday to Friday: 8:00 AM - 5:00 PM