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Cfa Portfolio Manager Jobs in Texas (NOW HIRING)

Frost Bank

Wealth Portfolio Manager

San Antonio, TX · On-site

$150 - $200/hr

OR 3+ years experience in a portfolio management role along with a Master's degree in an appropriate discipline, or a CFA or a CFP designation. * Thorough understanding of financial markets/security ...

Catalyst Corporate Fede

Portfolio Manager

Plano, TX · On-site

Job Posting TitlePortfolio Manager Full Time, Permanent Opportunity for Portfolio Manager (Must be ... CFA designation * Experience with SQL, PowerAutomate, PowerBI or similar data and reporting tools ...

Frost Bank

Wealth Portfolio Manager

San Antonio, TX · On-site

If so, the Wealth Portfolio Manager with Frost Wealth Management could be for you. At Frost, it ... Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), or other financial industry ...

Frost Bank

Wealth Portfolio Manager

San Antonio, TX · On-site

If so, the Wealth Portfolio Manager with Frost Wealth Management could be for you. At Frost, it ... Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), or other financial industry ...

Bank of America

Portfolio Manager III

Austin, TX · On-site

Manages all aspects of the client's investment portfolio including asset allocation, portfolio ... Holds appropriate credentials such as CPA, CFP and/or CFA designation * The ideal candidate will ...

Bank of America

Portfolio Manager II

Houston, TX · On-site

Manages all aspects of the client's investment portfolio including asset allocation, portfolio ... Holds appropriate credentials such as CPA, CFP and/or CFA designation * The ideal candidate will ...

Boutique Recruiting

Hybrid Portfolio Analyst

Plano, TX · On-site

$120K - $150K/yr

... management * Bachelor's degree required; Master's degree in finance, economics, or a related field is preferred * CFA certification * Exceptional ability to assess and monitor portfolio risk ...

Frost Bank

Senior Wealth Portfolio Manager

Postoak, TX · On-site

If so, the Senior Wealth Portfolio Manager with Frost Wealth Management could be for you. At Frost ... Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), or other financial industry ...

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All JobsCfa Portfolio JobsCfa Portfolio Manager JobsCfa Portfolio Manager Jobs in Texas

Cfa Portfolio Manager information

See Texas salary details

$34.5K

$93.6K

$174.7K

How much do cfa portfolio manager jobs pay per year?

As of Sep 7, 2026, the average yearly pay for cfa portfolio manager in Texas is $93,592.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,000.00 and $121,100.00 per year, depending on experience, location, and employer.

What is the difference between Cfa Portfolio Manager vs Cfa Financial Analyst?

AspectCfa Portfolio ManagerCfa Financial Analyst
CertificationsCFA Charter, possibly other certificationsCFA Charter, possibly other certifications
Work EnvironmentInvestment firms, asset management companiesFinancial institutions, research firms, banks
Primary ResponsibilitiesManaging investment portfolios, asset allocationAnalyzing securities, financial data, and market trends
Employer & Industry UsageAsset management, hedge funds, pension fundsInvestment banks, research firms, corporate finance

The main difference is that a Cfa Portfolio Manager oversees investment portfolios and makes asset allocation decisions, while a Cfa Financial Analyst focuses on analyzing securities and providing investment insights. Both roles require the CFA Charter and are integral to investment firms, but they differ in daily responsibilities and scope of work.

Is CFA good for portfolio management?

The CFA designation is highly regarded in portfolio management as it provides in-depth knowledge of investment analysis, ethics, and portfolio strategies. Many employers prefer or require CFA charterholders for senior investment roles, and the certification demonstrates a strong commitment to industry standards and expertise. However, practical experience and other skills like risk management and financial modeling are also important for success in the field.

Is a CFA portfolio manager a high position?

A CFA portfolio manager is considered a high-level position within the finance industry, responsible for overseeing investment portfolios and making strategic decisions. It typically requires advanced certifications like the CFA designation, significant experience, and strong analytical skills, reflecting a senior role in asset management or investment firms.

What is a CFA portfolio manager?

A CFA portfolio manager is a professional responsible for managing investment portfolios, making decisions on asset allocation, security selection, and risk management based on financial analysis and market research. They often hold the Chartered Financial Analyst (CFA) designation and use tools like financial modeling and research to meet clients' investment goals. The role requires strong analytical skills, knowledge of financial markets, and adherence to regulatory standards.

What are popular job titles related to Cfa Portfolio Manager jobs in Texas?

For Cfa Portfolio Manager jobs in Texas, the most frequently searched job titles are:

What job categories do people searching Cfa Portfolio Manager jobs in Texas look for?

The top searched job categories for Cfa Portfolio Manager jobs in Texas are:

What cities in Texas are hiring for Cfa Portfolio Manager jobs?

Cities in Texas with the most Cfa Portfolio Manager job openings:

Cfa Portfolio Manager jobs near you
Infographic showing various Cfa Portfolio Manager job openings in Texas as of August 2026, with employment types broken down into 89% Full Time, 10% Part Time, and 1% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $93,592 per year, or $45 per hour.

Wealth Portfolio Manager

Frost Bank

San Antonio, TX • On-site

$150 - $200/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 16 days ago

Frost Bank rating

8.7

Company rating: 8.7 out of 10

Based on 30 frontline employees who took The Breakroom Quiz

24th of 175 rated banks

Job description

Job Description. It’s about investing in people, our people. Are you described as someone with an inquisitive mind and a thirst for knowledge? Do you like working in a fast‑paced environment and have a goal‑orientated mindset? Are you ready to provide next level support to help deliver top‑quality experience and service? If so, the Wealth Portfolio Manager with Frost Wealth Management could be for you. At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity‑driven team, you’ll become part of Frost’s over 150‑year legacy of providing unparalleled banking services.

Who you are:

As a Wealth Portfolio Manager with Frost Wealth Management, you will be responsible for managing assets within proprietary strategies developed by Frost Wealth Management. This role is also about building relationships with integrity, caring, and excellence in mind.

What you’ll do:
  • Manage and supervise deployment of strategies for clients within an assigned group of accounts, ensuring deployed strategy fits specific client objectives.
  • Provide guidance and oversight regarding department operations through participation in assigned committees.
  • Participate in the testing and evaluation of Wealth Management operations to ensure responsibilities to clients.
  • Mentor and provide guidance to lower level staff.
  • Assist with business development efforts for Frost.
  • Contribute to the asset review committee, analyzing assets for inclusion on the approved investment list.
  • Always take action using Integrity, Caring, and Excellence to achieve all‑win outcomes.
What you’ll need:
  • Bachelor’s degree in an appropriate discipline.
  • 5+ years experience in a portfolio management role overseeing investment accounts in a fiduciary manner at a wealth management or financial services organization.
  • OR 3+ years experience in a portfolio management role along with a Master’s degree in an appropriate discipline, or a CFA or a CFP designation.
  • Thorough understanding of financial markets/security types and the ability to communicate concepts to clients.
  • Experience managing and/or advising on multi‑asset class portfolios.
  • Strong analytical skills.
  • Strong problem‑solving skills and attention to detail.
  • Ability to multi‑task and work effectively under pressure.
  • Ability to work independently as well as in a team environment.
  • Excellent written and verbal communication skills.
  • Proficient in Microsoft computer applications.
Additional Preferred Skills:
  • Master’s degree in an appropriate discipline.
  • Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), or other financial industry designation.
  • Experience with industry tools such as Fitek, Bloomberg, and FactSet.
  • Experience making public presentations.
Our Benefits:
  • Medical, dental, vision, long‑term disability, and life insurance.
  • 401(k) matching.
  • Generous holiday and paid time off schedule.
  • Tuition reimbursement.
  • Extensive health and wellness programs, including our Employee Assistance Program.
  • Referral bonus program + more!

Frost is an Equal Opportunity Employer and does not discriminate on the basis of any protected trait, including sex, sexual orientation, gender identity, race, ethnicity, disability, or veteran status.

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