Portfolio Strategy Manager
About the position
The Portfolio Strategy Manager will serve as the functional lead for the firms centralized trading consulting platform, overseeing all portfolio consulting deliverables and acting as the day-to-day point of contact for the firms financial advisors utilizing these services. This individual will combine robust expertise in asset allocation and portfolio construction with process discipline and cross-functional collaboration to ensure advisors and clients receive accurate, timely, and high-quality portfolio strategy support consistent with the firms investment philosophy, risk management standards, and service level agreements. This is a hybrid role (hybrid for Parallel means 3x/week in office) in either our Dallas or Scottsdale office.
Responsibilities
• Participate in the development and refinement of the firms centralized trading portfolio consulting program tailored for UHNW clients. ($5M & above)
• Manage portfolio consulting workflows including household-level strategy design and rebalancing recommendations in alignment with client objectives, tax considerations and investment policy statements.
• Act as the primary liaison between advisors and the Head of Research and Trading to ensure portfolio consulting recommendations are executed accurately and in accordance with SLAs)
• Collaborate with the Head of Research & Trading, Director of Private Markets & the Firms Investment Committee to translate macroeconomic and market outlooks into actionable portfolio positioning recommendations consistent with the firms investment philosophy.
• Partner with Head of Research & Trading, Director of Private Markets and third-party research teams to evaluate investment products and incorporate them into portfolio frameworks.
• Identify risks associated with portfolio consulting activities and propose mitigation strategies and collaborate with the Head of Research & Trading and the Chief Compliance Officer on portfolio monitoring exercises outside of trade execution.
• Field advisor questions on capital markets trends and provide advisors with advanced guidance on asset allocation and portfolio implementation.
• Support client and prospect meetings for larger or more complex relationships as needed, serving as subject matter expert on portfolio strategy.
• Serve as the advisor-facing expert on the firms portfolio analysis tools (BlackRock 360, YCharts and Kwanti) to support decision-making and portfolio monitoring.
Requirements
• Bachelors degree
• Active, current series 65 license or equivalent
• 5-8+ years of experience in investment strategy, asset allocation, or portfolio constructionideally within an established RIA, family office, or private bank.
• Strong grasp of capital markets trends, investment vehicles (mutual funds, ETFs, SMAs, private markets), and implementation best practices.
• Proficiency with portfolio analytics tools and financial software.
• Excellent communication skills, with the ability to distill complex investment concepts into clear, compelling narratives for clients and advisors.
• Highly collaborative, detail-oriented, and intellectually curious, with a strong sense of accountability and ownership.
• Proven ability to manage, guide and mentor direct reports
• Deep client empathy, sound judgment, and a high degree of discretion and professionalism.
Nice-to-haves
• CFA/CAIA or progress toward designation a plus
• Experience managing portfolio consulting initiatives at scale is strongly preferred.
Apply Now
Apply Now
The Portfolio Strategy Manager will serve as the functional lead for the firms centralized trading consulting platform, overseeing all portfolio consulting deliverables and acting as the day-to-day point of contact for the firms financial advisors utilizing these services. This individual will combine robust expertise in asset allocation and portfolio construction with process discipline and cross-functional collaboration to ensure advisors and clients receive accurate, timely, and high-quality portfolio strategy support consistent with the firms investment philosophy, risk management standards, and service level agreements. This is a hybrid role (hybrid for Parallel means 3x/week in office) in either our Dallas or Scottsdale office.
Responsibilities
• Participate in the development and refinement of the firms centralized trading portfolio consulting program tailored for UHNW clients. ($5M & above)
• Manage portfolio consulting workflows including household-level strategy design and rebalancing recommendations in alignment with client objectives, tax considerations and investment policy statements.
• Act as the primary liaison between advisors and the Head of Research and Trading to ensure portfolio consulting recommendations are executed accurately and in accordance with SLAs)
• Collaborate with the Head of Research & Trading, Director of Private Markets & the Firms Investment Committee to translate macroeconomic and market outlooks into actionable portfolio positioning recommendations consistent with the firms investment philosophy.
• Partner with Head of Research & Trading, Director of Private Markets and third-party research teams to evaluate investment products and incorporate them into portfolio frameworks.
• Identify risks associated with portfolio consulting activities and propose mitigation strategies and collaborate with the Head of Research & Trading and the Chief Compliance Officer on portfolio monitoring exercises outside of trade execution.
• Field advisor questions on capital markets trends and provide advisors with advanced guidance on asset allocation and portfolio implementation.
• Support client and prospect meetings for larger or more complex relationships as needed, serving as subject matter expert on portfolio strategy.
• Serve as the advisor-facing expert on the firms portfolio analysis tools (BlackRock 360, YCharts and Kwanti) to support decision-making and portfolio monitoring.
Requirements
• Bachelors degree
• Active, current series 65 license or equivalent
• 5-8+ years of experience in investment strategy, asset allocation, or portfolio constructionideally within an established RIA, family office, or private bank.
• Strong grasp of capital markets trends, investment vehicles (mutual funds, ETFs, SMAs, private markets), and implementation best practices.
• Proficiency with portfolio analytics tools and financial software.
• Excellent communication skills, with the ability to distill complex investment concepts into clear, compelling narratives for clients and advisors.
• Highly collaborative, detail-oriented, and intellectually curious, with a strong sense of accountability and ownership.
• Proven ability to manage, guide and mentor direct reports
• Deep client empathy, sound judgment, and a high degree of discretion and professionalism.
Nice-to-haves
• CFA/CAIA or progress toward designation a plus
• Experience managing portfolio consulting initiatives at scale is strongly preferred.
Apply Now
Apply Now