Senior Portfolio Manager

Senior Portfolio Manager

We are one of the largest independently owned banks in Texas with offerings in personal and private banking, wealth management, business banking and mortgage lending.

This role operates with significant autonomy and is responsible for managing some of the most complex and high-value client portfolios within the firm. This individual acts as an authority in investment selection, portfolio strategy, and client relationship management, contributing directly to the firm's asset selection process. They independently handle sensitive and complex client relationships and serve as a key point of contact in the CIO's absence, both within the firm and externally. The Senior Portfolio Manager is expected to support the professional growth of junior team members, drive process improvements, and engage with vendors to evaluate investment products. This role requires a deep understanding of financial markets, economic trends, and regulatory impacts, with a commitment to continual professional growth and the ability to make informed investment decisions across a variety of asset classes.

Essential Functions :

• Actively participates as a key contributor to the Asset Selection Committee, providing insights based on data-driven analysis and market expertise.
• Conducts daily securities and economic research to inform ongoing investment decision-making, ensuring alignment with firm and client objectives.
• Monitors ratings and performance metrics of mutual funds and other investments, offering timely and independent recommendations for committee consideration.
• Keeps updated on financial market trends, economic indicators, and regulatory changes to inform investment strategies and communicate insights effectively to the CIO.
• Acts as a backup trader as assigned, ensuring smooth execution of transactions when needed.
• Exercises judgment in asset allocation for assigned accounts, including equities, fixed income securities, mutual funds, partnerships, and unique assets, adjusting to non-standard allocation parameters when appropriate.
• Collaborates with account administrators and directly engages clients to clarify investment objectives, provide guidance, and conduct periodic reviews of portfolio performance.
• Serves as the lead author on rotational assignments for newsletters and ad hoc releases, articulating investment insights and strategies for internal and external audiences.
• Provides coaching and training to junior team members, assisting the CIO in evaluating and fostering their professional growth.
• Initiates and implements process improvements with CIO approval, aiming to enhance team efficiency and client outcomes.
• Adheres to all policies, procedures, and regulatory requirements.
• Undertakes special projects as assigned, contributing expertise and innovation to further organizational goals.
• This position may require travel within the Bank's geographic area.

Experience & Education :

Skills & Qualifications :

Other Requirements :

We're a culture that offers resources to benefit your overall health and well-being :

This job description is not designed to be a comprehensive listing of duties, responsibilities, or activities that are required for this job. Duties, responsibilities, and activities may change at any time with or without notice. Broadway Bank is proud to be an Equal Opportunity Employer. Broadway Bank is a drug-free and tobacco-free workplace, with a nicotine-free hiring policy. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. Member FDIC