Investment Manager jobs in Pasadena, TX

Investment Manager manages overall bank's investment portfolio. Reviews investment strategy, seeks out new opportunities, and recommends changes in investments to manage risk and generate acceptable rate of return. Being an Investment Manager measures and evaluates return on investment and trends that may impact the portfolio. Requires a bachelor's degree. Additionally, Investment Manager typically reports to a head of a unit/department. The Investment Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be an Investment Manager typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)

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Investment Manager II
  • Truist Bank
  • Houston, TX FULL_TIME
  • Language Fluency: English (Required)


    Work Shift:

    1st shift (United States of America)

    Job Grade:

    113

    Please review the following job description:

    The Reserve Investment Manager 2 (IM) is responsible for partnering with Wealth Advisors to deliver Investment Management Services to new High Net Worth ($5 MM in AUM) clients and deepen and strengthen existing client relationships in the Reserve segment of Truist Wealth. The Reserve IM 2will deliver advice proactively based upon financial planning and a holistic view of the client's circumstances. The Reserve IM 2 will typically manage a client base of approximately 50-75 relationships with assets under management averaging $500 million and revenue responsibility averaging $4 million. They should be sought out by peers and co-workers for advice and assistance relating to investment expertise and client solutions.

    ESSENTIAL DUTIES AND RESPONSIBILITIES
    Following is a summary of the essential functions for this job.  Other duties may be performed, both major and minor, which are not mentioned below.  Specific activities may change from time to time. 
    List the major responsibilities generally associated with the role (5-7 major responsibilities with no more than 10) that an incumbent in this job is expected to accomplish.  Please use numbers to separate each distinct responsibility. 
    1. Critical partner in new business development and acts as a primary source for investment communication.  Assists the Wealth Advisor in acquiring Reserve-level, prospective clients.
    2. Assist Wealth Advisors with information discovery and client goal identification for prospective HNW clients.  Analyze prospective client investment portfolios; develop investment strategy - inclusive of asset allocation, investment implementation, and portfolio construction.  Effectively articulate our investment process and recommendations.
    3. As a key member of the Truist Wealth client facing team, share responsibility for developing and deepening client relationships through the delivery of proactive communication and advice for HNW clients.
    4. Actively assist in the client onboarding experience and develop the Investment Policy Statement in accordance with the client's unique situation. Execute on strategic and tactical asset allocation.
    5. Manage the daily trading activities in discretionary, non-discretionary, and trust-based portfolios
    6. Implement investment recommendations and transition new clients into a collaborative and on-going portfolio management and client communication cycle.
    7.  Based on investment reviews with HNW clients, recommend, establish, monitor and adjust investment strategies and solutions designed to achieve specific account related investment goals and objectives for discretionary and non-discretionary investment, portfolios.
    8. Adhere to (and document) risk management and compliance with all relevant regulatory policies and procedures.
    9.
    QUALIFICATIONS
    Required Qualifications:
    The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
    1. Bachelor's Degree
    2. 7 years investment experience, which should include experience as an investment advisor, portfolio manager, or other investment-related activities with a focus on high net worth clients.
    3. Demonstrates advanced investment skills and knowledge and displays exceptional interpersonal capabilities. 
    4. An advanced investment professional, who:
    * Has a track record of working with clients with at least $5MM in investible net worth. 
    * Is able to understand complex investment and economic strategy to inform portfolio management decisions
    * Is able to communicate investment and economic concepts in a client-centric manner that is straight-forward, thoughtful, and relatable.
    * Is an active team player in identifying the need for and the investment implications of sophisticated financial solutions, such as GRATs, CRUTs, IDGT, and complex insurance strategies.
    * Is able to navigate the complexity of the organizational structure to coordinate resources, problem solve, and deliver to clients the highest level of client service.
    * Is intensely focused on building brand internally. 
    a. Builds rapport, relationships, and credibility internally and externally.
    b. Engages occasionally in external networking opportunities.
    * Is recognized as possessing an appropriate professional presence that facilitates a perception of competence, trustworthiness, credibility, and sensitivity to others.
    * Successfully engages prospects in the client acquisition cycle.
    5.
    6. Series 65 licenses.  Candidates will have 60 days from their Start Date to transfer, or 100 days from their Start Date to acquire all of the registrations and licenses required for this position.
    7.
    8.
    Preferred Qualifications:
    9. MBA/CFA and/or equivalent professional designation
    10. Combination of buy and sell-side experience

    General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

  • 1 Month Ago

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Senior Investment Manager - Houston, TX
  • Truist Bank
  • Houston, TX FULL_TIME
  • Language Fluency: English (Required)Work Shift:1st shift (United States of America)Job Grade:114Please review the following job description:Responsible for partnering with Wealth Advisors to deliver I...
  • 1 Month Ago

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Cleaner
  • Aware Manager
  • Houston, TX PART_TIME,FULL_TIME
  • CleanerWe are looking for a Cleaner to take care of our facilities and carry out cleaning and maintenance duties. The goal is to keep our building in a clean and orderly condition.ResponsibilitiesClea...
  • 3 Days Ago

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Store Manager- Garage Clothing- Woodlands Mall, Woodlands, Texas
  • Garage Clothing-Store Manager -Woodlands...
  • The Woodlands, TX FULL_TIME
  • Seize the opportunity to join a global fashion retailer with two brands at the heart of its success, Garage and Dynamite, selected as one of Montreal's Top Employers 2020 and as one of Canada’s Top em...
  • 22 Days Ago

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Investment Analyst
  • Gallardo Enterprises of America
  • Houston, TX CONTRACTOR,PART_TIME,FULL_TIME
  • About usWe are professional, agile and social.Our work environment includes: Modern office setting Food provided Growth opportunities Modern office setting Work-from-home days Regular social events Re...
  • 2 Days Ago

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INVESTMENT ANALYST
  • 33 PERCENT FUND
  • Katy, TX FULL_TIME
  • Title: Investment Analyst Company: 33 Percent Fund Location: Remote Are you passionate about finance and investing? Do you have a keen eye for analyzing market trends and evaluating investment opportu...
  • 7 Days Ago

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0 Investment Manager jobs found in Pasadena, TX area

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Senior Investment Analyst
  • Consult Energy USA
  • Houston, TX
  • Senior Investment Analyst Up to $170,000 DOE + 30% bonus + benefits Hybrid - 1-2 days per week in Houston, TX Company Ov...
  • 3/28/2024 12:00:00 AM

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Senior Travel Agent
  • TAG Group
  • Houston, TX
  • Job Description Job Description Official Position Title: TAG24 Specialist Classification: Remote, Exempt, Full-Time Sche...
  • 3/28/2024 12:00:00 AM

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Email Marketing Specialist - Remote
  • Oak Harvest Financial Group
  • Houston, TX
  • Job Description Job Description Our Financial Services and Investment Management Firm is on the hunt for a Digital Marke...
  • 3/28/2024 12:00:00 AM

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Investment Operations Associate
  • GemHarvest Executive Recruiting
  • Spring, TX
  • Investment Operations Associate Independent Boutique Wealth Management Firm The Woodlands, TX Overview Established and g...
  • 3/27/2024 12:00:00 AM

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Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
  • Avantax Planning Partners
  • Houston, TX
  • Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
  • 3/27/2024 12:00:00 AM

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Global Investment Research, Equity Research, Exploration & Production, Associate - Houston
  • Goldman Sachs
  • Houston, TX
  • MORE ABOUT THIS JOB: GLOBAL INVESTMENT RESEARCH From macroeconomic forecasts to individual stock analysis, our team deve...
  • 3/26/2024 12:00:00 AM

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Investment Banking Associate
  • Spencer Ogden
  • Houston, TX
  • Our client is a premier global independent investment banking advisory firm, dedicated to helping their clients achieve ...
  • 3/24/2024 12:00:00 AM

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Financial Advisor (Bilingual | English and Hindi)
  • Magellan Financial & Insurance Services, Inc.
  • Houston, TX
  • Job Opportunity: Financial Advisor at Roberts Wealth Management (www.RobertsWealth.com) Who We Are: Roberts Wealth Manag...
  • 3/24/2024 12:00:00 AM

Pasadena /ˌpæsəˈdiːnə/ is a city in the U.S. state of Texas, within the Houston–The Woodlands–Sugar Land metropolitan area. As of the 2010 U.S. Census, the city's population is 149,043, making it the seventeenth most populous city in the state of Texas, as well as the second-largest city in Harris County. The area was founded in 1893 by John H. Burnett of Galveston, who named the area after Pasadena, California, because of the perceived lush vegetation. The Pasadena Volunteer Fire Department is the largest of all volunteer municipal fire departments in the United States. According to the Unite...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Manager jobs
$109,075 to $195,175
Pasadena, Texas area prices
were up 2.3% from a year ago

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For instance if you were working for a large US tech firm and as part of your remuneration package you receive share options it makes sense to give you less exposure to US tech companies within your investment portfolio.
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Similarly, the investor will pay the same level of fees even when their portfolio underperforms, but they do keep more of the winnings when the manager outperforms.
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Investment managers manage investment portfolios and operate under the government’s securities legislation.
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