Portfolio Manager
Lee Financial
Description Portfolio Manager Lee Financial | Wealth Management |Dallas, TX Lee Financial is seeking an experienced Portfolio Manager to join our growing wealth management firm. This role is ideal for an investment professional who values discipline, collaboration, and a client-first fiduciary approach. About Lee Financial Lee Financial is an independent wealth management firm dedicated to helping clients make confident financial decisions through disciplined investment management and thoughtful planning. Our investment process is guided by an Investment Committee and executed with consistency, transparency, and long-term perspective. Learn more at . The Role The Portfolio Manager is responsible for the design, implementation, and ongoing monitoring of client investment portfolios in alignment with client goals and Investment Committee guidance. This position works closely with both the Investment Committee and the Financial Planning Team to ensure investment strategies support each client's broader financial plan. Key Responsibilities
- Implement investment strategies based on client objectives and Investment Committee direction
- Construct and manage portfolios across approved asset allocation models
- Monitor portfolio performance, risk exposure, and asset allocation drift
- Execute trades and portfolio adjustments with accuracy and discipline
- Collaborate with the Financial Planning Team to align investments with planning strategies
- Participate in Investment Committee meetings, research discussions, and due diligence
- Ensure compliance with firm policies, investment guidelines, and regulatory standards
- Support client communication related to portfolio strategy and market conditions
- Bachelor's degree in Finance, Economics, or related field (advanced degree a plus)
- CFA designation or progress toward CFA strongly preferred
- 5-10 years of portfolio management or investment analysis experience
- Strong understanding of asset allocation, portfolio construction, and risk management
- Experience working within an Investment Committee framework
- High attention to detail and strong fiduciary mindset
- Excellent communication and team-oriented collaboration skills
- Independent, fiduciary-focused firm
- Clear investment process and strong Investment Committee support
- Collaborative culture with long-term career opportunity
- Competitive compensation and benefits package
Vacancy posted 2 days ago
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