Portfolio Manager
Dallas, TX · On-site
CFA designation or progress toward CFA strongly preferred * 5-10 years of portfolio management or investment analysis experience * Strong understanding of asset allocation, portfolio construction ...
Portfolio Manager
Dallas, TX · On-site
CFA designation or progress toward CFA strongly preferred * 5-10 years of portfolio management or investment analysis experience * Strong understanding of asset allocation, portfolio construction ...
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 ...
Quick apply
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 ...
As a Commercial Real Estate Portfolio Manager, you'll play a vital role in supporting our clients ... Preferred Licenses and Certifications CFA-Charted Financial Analyst by start date. Preferred Must ...
As a Commercial Real Estate Portfolio Manager, you'll play a vital role in supporting our clients ... Preferred Licenses and Certifications CFA-Charted Financial Analyst by start date. Preferred Must ...
As a Commercial Real Estate Portfolio Manager, you'll play a vital role in supporting our clients ... Preferred Licenses and Certifications CFA-Charted Financial Analyst by start date. Preferred Must ...
As a Commercial Real Estate Portfolio Manager, you'll play a vital role in supporting our clients ... Preferred Licenses and Certifications CFA-Charted Financial Analyst by start date. Preferred Must ...
... a CFA qualification preferred. * Strong analytical, organisational and communication skills, with the ability to support multiple Portfolio Managers and high-net-worth client relationships. At BNY ...
... a CFA qualification preferred. * Strong analytical, organisational and communication skills, with the ability to support multiple Portfolio Managers and high-net-worth client relationships. At BNY ...
As a Commercial Real Estate Portfolio Manager, you'll play a vital role in supporting our clients ... Preferred Licenses and Certifications CFA-Charted Financial Analyst by start date. Preferred Must ...
As a Commercial Real Estate Portfolio Manager, you'll play a vital role in supporting our clients ... Preferred Licenses and Certifications CFA-Charted Financial Analyst by start date. Preferred Must ...
... CFA qualification preferred. * Strong analytical, organisational and communication skills, with the ability to support multiple Portfolio Managers and high-net-worth client relationships. About Us At ...
... CFA qualification preferred. * Strong analytical, organisational and communication skills, with the ability to support multiple Portfolio Managers and high-net-worth client relationships. About Us At ...
Job Summary The Insurance Investment Portfolio Manager is responsible for managing the insurer ... CFA charterholder (from CFA Institute) strongly preferred. Experience * 5-12+ years of experience ...
Job Summary The Insurance Investment Portfolio Manager is responsible for managing the insurer ... CFA charterholder (from CFA Institute) strongly preferred. Experience * 5-12+ years of experience ...
... CFA, CIMA, or MBA. * Applicable local or regional licenses and certifications as required by the business. * Strong leadership skills with experience mentoring junior investment professionals. At BNY ...
... CFA, CIMA, or MBA. * Applicable local or regional licenses and certifications as required by the business. * Strong leadership skills with experience mentoring junior investment professionals. At BNY ...
... as CFA, CIMA, or MBA. * Applicable local or regional licenses and certifications as required by the business. * Strong leadership skills with experience mentoring junior investment professionals.
... as CFA, CIMA, or MBA. * Applicable local or regional licenses and certifications as required by the business. * Strong leadership skills with experience mentoring junior investment professionals.
CFA - Level 1 Tutor
Plano, TX · Remote
$18 - $40/hr
... and portfolio management. Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst ...
CFA - Level 1 Tutor
Plano, TX · Remote
$18 - $40/hr
... and portfolio management. Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst ...
CFA - Level 1 Tutor
Grand Prairie, TX · Remote
$18 - $40/hr
... and portfolio management. Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst ...
CFA - Level 1 Tutor
Grand Prairie, TX · Remote
$18 - $40/hr
... and portfolio management. Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst ...
CFA - Level 1 Tutor
Arlington, TX · Remote
$18 - $40/hr
... and portfolio management. Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst ...
CFA - Level 1 Tutor
Arlington, TX · Remote
$18 - $40/hr
... and portfolio management. Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst ...
CFA - Level 1 Tutor
Mckinney, TX · Remote
$18 - $40/hr
... and portfolio management. Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst ...
CFA - Level 1 Tutor
Mckinney, TX · Remote
$18 - $40/hr
... and portfolio management. Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst ...
CFA - Level 1 Tutor
Allen, TX · Remote
$18 - $40/hr
... and portfolio management. Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst ...
CFA - Level 1 Tutor
Allen, TX · Remote
$18 - $40/hr
... and portfolio management. Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst ...
CFA - Level 1 Tutor
Fort Worth, TX · Remote
$18 - $40/hr
... and portfolio management. Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst ...
CFA - Level 1 Tutor
Fort Worth, TX · Remote
$18 - $40/hr
... and portfolio management. Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst ...
CFA - Level 1 Tutor
Dallas, TX · Remote
$18 - $40/hr
... and portfolio management. Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst ...
CFA - Level 1 Tutor
Dallas, TX · Remote
$18 - $40/hr
... and portfolio management. Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst ...
CFA - Level 1 Tutor
Irving, TX · Remote
$18 - $40/hr
... and portfolio management. Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst ...
CFA - Level 1 Tutor
Irving, TX · Remote
$18 - $40/hr
... and portfolio management. Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst ...
CFA - Level 1 Tutor
Carrollton, TX · Remote
$18 - $40/hr
... and portfolio management. Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst ...
CFA - Level 1 Tutor
Carrollton, TX · Remote
$18 - $40/hr
... and portfolio management. Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst ...
Senior Associate, Portfolio Management
Dallas, TX · Hybrid
$120K - $161K/yr
Undergraduate degree required; MBA, CFA, or other advanced investment-related designation is a plus. * 5-7 years of experience in one or more of the following areas: Portfolio/Fund Management, Asset ...
New
Senior Associate, Portfolio Management
Dallas, TX · Hybrid
$120K - $161K/yr
Undergraduate degree required; MBA, CFA, or other advanced investment-related designation is a plus. * 5-7 years of experience in one or more of the following areas: Portfolio/Fund Management, Asset ...
New
Cfa Portfolio Manager information
See Addison, TX salary details
$35.8K - $49.1K
9% of jobs
$49.1K - $62.3K
15% of jobs
$63.7K is the 25th percentile. Wages below this are outliers.
$62.3K - $75.6K
15% of jobs
The median wage is $86K / yr.
$75.6K - $88.8K
15% of jobs
$88.8K - $102K
10% of jobs
$102K - $115.3K
9% of jobs
$119.9K is the 75th percentile. Wages above this are outliers.
$115.3K - $128.5K
11% of jobs
$128.5K - $141.8K
10% of jobs
$141.8K - $155K
5% of jobs
$155K - $168.3K
2% of jobs
$168.3K - $181.5K
1% of jobs
$35.8K
$97.2K
$181.5K
How much do cfa portfolio manager jobs pay per year?
As of Aug 11, 2026, the average yearly pay for cfa portfolio manager in Addison, TX is $97,249.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,400.00 and $125,800.00 per year, depending on experience, location, and employer.
What is the difference between Cfa Portfolio Manager vs Cfa Financial Analyst?
| Aspect | Cfa Portfolio Manager | Cfa Financial Analyst |
|---|---|---|
| Certifications | CFA Charter, possibly other certifications | CFA Charter, possibly other certifications |
| Work Environment | Investment firms, asset management companies | Financial institutions, research firms, banks |
| Primary Responsibilities | Managing investment portfolios, asset allocation | Analyzing securities, financial data, and market trends |
| Employer & Industry Usage | Asset management, hedge funds, pension funds | Investment 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.
What job categories do people searching Cfa Portfolio Manager jobs in Addison, TX look for? The top searched job categories for Cfa Portfolio Manager jobs in Addison, TX are:
Job description
Description
Portfolio Manager
Lee Financial | Wealth Management |Dallas, TX
Lee Financial is seeking an experienced Portfolio Manager to join our growing wealth management firm. This role is ideal for an investment professional who values discipline, collaboration, and a client-first fiduciary approach.
About Lee Financial
Lee Financial is an independent wealth management firm dedicated to helping clients make confident financial decisions through disciplined investment management and thoughtful planning. Our investment process is guided by an Investment Committee and executed with consistency, transparency, and long-term perspective.
Learn more at www.leefin.com.
The Role
The Portfolio Manager is responsible for the design, implementation, and ongoing monitoring of client investment portfolios in alignment with client goals and Investment Committee guidance. This position works closely with both the Investment Committee and the Financial Planning Team to ensure investment strategies support each client's broader financial plan.
Key Responsibilities
Qualifications
Why Lee Financial
Portfolio Manager
Lee Financial | Wealth Management |Dallas, TX
Lee Financial is seeking an experienced Portfolio Manager to join our growing wealth management firm. This role is ideal for an investment professional who values discipline, collaboration, and a client-first fiduciary approach.
About Lee Financial
Lee Financial is an independent wealth management firm dedicated to helping clients make confident financial decisions through disciplined investment management and thoughtful planning. Our investment process is guided by an Investment Committee and executed with consistency, transparency, and long-term perspective.
Learn more at www.leefin.com.
The Role
The Portfolio Manager is responsible for the design, implementation, and ongoing monitoring of client investment portfolios in alignment with client goals and Investment Committee guidance. This position works closely with both the Investment Committee and the Financial Planning Team to ensure investment strategies support each client's broader financial plan.
Key Responsibilities
- Implement investment strategies based on client objectives and Investment Committee direction
- Construct and manage portfolios across approved asset allocation models
- Monitor portfolio performance, risk exposure, and asset allocation drift
- Execute trades and portfolio adjustments with accuracy and discipline
- Collaborate with the Financial Planning Team to align investments with planning strategies
- Participate in Investment Committee meetings, research discussions, and due diligence
- Ensure compliance with firm policies, investment guidelines, and regulatory standards
- Support client communication related to portfolio strategy and market conditions
Qualifications
- Bachelor's degree in Finance, Economics, or related field (advanced degree a plus)
- CFA designation or progress toward CFA strongly preferred
- 5-10 years of portfolio management or investment analysis experience
- Strong understanding of asset allocation, portfolio construction, and risk management
- Experience working within an Investment Committee framework
- High attention to detail and strong fiduciary mindset
- Excellent communication and team-oriented collaboration skills
Why Lee Financial
- Independent, fiduciary-focused firm
- Clear investment process and strong Investment Committee support
- Collaborative culture with long-term career opportunity
- Competitive compensation and benefits package
About Lee Financial
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
11 - 50 Employees
Headquarters location
Dallas, TX, US
Year founded
1975