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Investment Strategist — Portfolios & Alternatives
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-08-14
Listing for:
The Encompass Group
Full Time
position Listed on 2026-08-14
Job specializations:
-
Finance & Banking
Portfolio & Asset Management
Job Description & How to Apply Below
The Encompass Group, a boutique RIA in the Dallas area, seeks an Investment Specialist to join its growing team. You will blend portfolio management, research, and client strategy to craft thoughtful investment recommendations for high-net-worth clients while actively managing and trading in-house models.
You will collaborate with advisors, translate complex concepts into actionable guidance, and contribute to portfolio reviews and due diligence across managers and strategies.
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