Portfolio Manager

Chartered Financial Analyst (CFA) / Portfolio Manager

Firm: Concurrent Investment Advisors - Please note, this position is a role with one of our affiliated partner firms, not directly with Concurrent.

Location: Houston, TX (open to hybrid)

We are seeking a highly skilled and detail-oriented Chartered Financial Analyst (CFA) to join our team. The ideal candidate will work closely with our 300+ family relationships and will leverage advanced financial expertise to provide strategic insights, conduct in-depth analysis, and support decision-making processes that drive organizational growth and stability. This role requires strong analytical skills, financial modeling proficiency, and the ability to communicate complex information clearly to stakeholders.

• Conduct in-depth financial analysis, including forecasting and variance analysis.
• Develop and maintain sophisticated financial models to support investment decisions and business strategies.
• Evaluate market trends, economic conditions, and industry developments to provide actionable insights.
• Monitor portfolios for alignment with stated guidelines, allocation ranges, and rebalancing parameters.
• Identify portfolio variances, drift, or restrictions requiring review and upscale as appropriate.
• Assist in the execution of rebalancing and portfolio adjustments consistent with documented procedures.
• Prepare detailed reports and presentations for investors, team members, and external stakeholders.
• Assess risks and opportunities related to investments, capital allocation, and corporate finance activities.
• Collaborate with cross-functional teams to align financial strategies with organizational goals.

• Conduct investment research and analysis on securities, investment strategies, and managers using approved methodologies and data sources.
• Prepare written research materials, analysis summaries, and supporting documentation for internal review and investment committee consideration.
• Monitor capital market developments and investment-related information relevant to existing strategies.
• Maintain research documentation in accordance with recordkeeping and compliance requirements.

• Support ongoing monitoring of portfolio risk characteristics, including exposure, concentration, and liquidity considerations.
• Assist in identifying potential guideline exceptions or compliance-related issues and coordinate with compliance and supervisory personnel.
• Participate in periodic reviews of investment models, assumptions, and monitoring frameworks.
• Adhere to internal controls, supervisory procedures, and escalation protocols.

• Provide factual, non-promissory investment information and portfolio insights to advisors and internal stakeholders.
• Support advisor and client communications by assisting with investment reports, market commentary, and educational materials.
• Participate in client or advisor meetings as requested, focusing on process explanation and portfolio positioning rather than performance guarantees.
• Collaborate with operations, technology, and compliance teams to support accurate

• CFA Charter holder in good standing.
• Bachelor’s degree in finance, economics, mathematics, accounting or a related discipline. Master’s degree preferred.
• 3–10+ years of experience in investment research, portfolio management support, or related investment functions (scope dependent on role level).
• Working knowledge of asset allocation concepts, portfolio construction frameworks, and performance measurement.
• Strong proficiency in Excel, financial modeling, and data visualization tools (e.g., Power BI, Tableau).
• Excellent communication and presentation skills, with the ability to simplify complex financial concepts.
• High attention to detail, strong problem-solving abilities, and sound judgment.
• Ability to thrive in fast-paced environments and manage multiple priorities.

• Experience with in a registered investment adviser (RIA), institutional asset manager, or fiduciary investment environment.
• Familiarity with portfolio accounting, reporting, and data platforms (e.g. Black Diamond, Morningstar, Fact Set, Bloomberg).
• Experience supporting investment committees, documented governance processes, or model portfolio frameworks.
• Understanding of SEC recordkeeping, supervision, and fiduciary standards applicable to investment advisory firms.

• Excellent communication and presentation skills, with the ability to simplify complex financial concepts.
• High attention to detail, strong problem-solving abilities, and sound judgment.
• Ability to thrive in fast-paced environments and manage multiple priorities.
• Professional judgment within defined authority and oversight structures.
• Collaborative approach with compliance-oriented mindset.

This position operates within a regulated investment advisory…