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Portfolio Implementation Jobs in Texas (NOW HIRING)

Lee Financial

Portfolio Manager

Dallas, TX · On-site

Implement investment strategies based on client objectives and Investment Committee direction * Construct and manage portfolios across approved asset allocation models * Monitor portfolio performance ...

Invoca

Implementation Manager

Austin, TX · Remote

Project & Portfolio Management: Oversee a portfolio of customer implementation projects, ensuring timely completion and successful execution. * Customer Engagement: Collaborate with customers to ...

Bankjoy

Director of Implementation

Austin, TX · On-site

You will be the senior point of accountability for implementation quality across Bankjoy's entire client portfolio. The ideal candidate is a hands-on leader who has already led an implementation or ...

DealerBuilt

Implementation Specialist

Houston, TX · On-site +1

Our portfolio includes Enterprise Retail Cloud DMS, Document Management, CRM, Desking, F&I Menus, Equity, Telephony, Fraud Protection, Service Lane Tools, and Marketing Analytics. We pride ourselves ...

Meta

Data Center Lease Portfolio Manager

Austin, TX

$202K/yr

Experience adhering to and implementing responsible, ethical AI practices in data analysis and decision-support contexts * Demonstrated ability to integrate AI tools to optimize portfolio reporting ...

Abbott Laboratories

Implementation Executive

Irving, TX · On-site

$99K - $198K/yr

Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading ... Coordinate involvement of Implementation Project Managers (IPMs) and local POC Specialists and ...

TIAA

D&CX Portfolio Management

Dallas, TX · Hybrid

Lead continuous improvement efforts to evaluate and implement new processes and routines * Establish best practices for effective portfolio and program management * Drive adoption of portfolio ...

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Portfolio Implementation information

What is an example of a portfolio career?

A portfolio career involves holding multiple part-time, freelance, or project-based roles simultaneously rather than a single full-time job. For a Portfolio Implementation professional, this might include managing different client projects, developing various skills, and using tools like project management software to coordinate diverse responsibilities.

What does a portfolio implementation analyst do?

A portfolio implementation analyst is responsible for coordinating the deployment of investment strategies and ensuring they are integrated effectively into client portfolios. They analyze data, collaborate with teams, and use tools like Excel or portfolio management software to support smooth implementation and ongoing monitoring. Strong analytical skills and knowledge of financial products are essential for this role.

What are the key skills and qualifications needed to thrive as a Portfolio Implementation Specialist, and why are they important?

To excel as a Portfolio Implementation Specialist, you need a solid understanding of investment strategies, financial markets, and portfolio management principles, often supported by a degree in finance or economics. Familiarity with portfolio management systems, trading platforms, and certifications like CFA or CIPM is commonly required. Attention to detail, analytical thinking, and effective communication are crucial soft skills for coordinating with clients and internal teams. These competencies are vital to ensure accurate execution of investment strategies, minimize operational risk, and deliver seamless client experiences.

What are the typical day-to-day responsibilities of someone working in Portfolio Implementation?

Professionals in Portfolio Implementation are responsible for translating investment strategies into actionable trades, ensuring portfolios align with client objectives and compliance requirements. Daily tasks often include monitoring portfolio performance, executing rebalancing trades, coordinating with portfolio managers and traders, and addressing operational issues that may arise. The role also involves maintaining accurate records, handling client-specific customization, and collaborating closely with compliance and operations teams to ensure all trades adhere to regulatory guidelines. Effective communication and attention to detail are essential to succeed in this fast-paced environment.

What does a portfolio implementation specialist do?

A portfolio implementation specialist manages the deployment and integration of investment portfolios or project portfolios, ensuring they meet client or organizational goals. They coordinate with stakeholders, utilize project management tools, and monitor progress to ensure successful execution and alignment with strategic objectives.

What is the difference between Portfolio Implementation vs Portfolio Management?

AspectPortfolio ImplementationPortfolio Management
FocusExecuting and deploying investment strategies and projectsOverseeing, analyzing, and adjusting the entire investment portfolio
ResponsibilitiesImplementing specific investment plans, managing resources, ensuring complianceMonitoring performance, risk assessment, strategic decision-making
CredentialsFinancial certifications like CFA, PMP often preferredSimilar credentials, with emphasis on strategic and analytical skills
Work EnvironmentProject teams, investment firms, financial institutionsSenior management, investment committees, asset management firms

While Portfolio Implementation focuses on executing investment strategies, Portfolio Management involves overseeing and optimizing the entire investment portfolio to meet long-term goals. Both roles require financial expertise and certifications, but their scope and responsibilities differ significantly.

Does portfolio management pay well?

Portfolio management is generally a well-paying profession, especially for those with experience, certifications like the CFA, and strong analytical skills. Salaries vary based on industry, location, and level of responsibility but tend to be higher than average for finance-related roles.

What is portfolio implementation?

Portfolio implementation is the process of putting an investment strategy into action by selecting, acquiring, and managing assets in accordance with a portfolio manager's recommendations. This involves executing trades, monitoring allocations, and ensuring that the portfolio aligns with the intended risk and return objectives. Effective portfolio implementation helps minimize costs, track errors, and maintain the desired investment exposure, which is crucial for achieving the portfolio's long-term financial goals.
What are popular job titles related to Portfolio Implementation jobs in Texas? For Portfolio Implementation jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Portfolio Implementation jobs in Texas look for? The top searched job categories for Portfolio Implementation jobs in Texas are:
Portfolio Implementation jobs near you
Infographic showing various Portfolio Implementation job openings in Texas as of June 2026, with employment types broken down into 81% Full Time, 15% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Investment Operations & Portfolio Administrator

EmploYou, LLC

San Antonio, TX

$75K - $90K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 13 days ago

Job description

A detail-oriented and technologically proficient Investment Operations professional responsible for managing day-to-day investment operations, trading execution, account servicing, billing and reporting functions. This role provides ownership of core operational workflows, including new account setup, trading logistics, asset transfers, portfolio rebalancing, platform execution, billing file preparation and advisor support. The ideal candidate has hands-on experience with custodial platforms such as Schwab and Fidelity, portfolio management tools, trading systems and Excel, ensuring operational accuracy and data integrity. Success requires efficiently reviewing and processing investment paperwork while maintaining strict compliance in a regulated environment. Successful candidates will collaborate closely with advisors, clients and external vendors to resolve issues, streamline workflows and support seamless portfolio implementation and client onboarding. The right candidate is highly organized, process-driven and capable of managing competing priorities while maintaining precision and accountability in a fast-paced advisory setting.
Salary - $75,000 - $90,000
Perks
  • Health, dental and vision insurance; group life and LTD insurance
  • 401(k) retirement plan
  • Paid time off and paid holidays
  • Professional development support, including assistance with licensing, designations and continuing education
Minimum Requirements 
  • Bachelor’s degree in Finance, Economics, Business Administration or a related field
  • Minimum 3–4 years of hands-on experience in investment operations, portfolio administration or trading support at an RIA, multi-family office or wealth management firm
  • Demonstrated proficiency with at least one portfolio management platform (Advyzon, Orion, Tamarac, Black Diamond or similar)
  • Experience with custodial platforms: Fidelity Wealthscape and/or Schwab Advisor Center
  • Functional understanding of trading workflows, rebalancing, model management and investment reporting
  • Excellent communication skills with an emphasis on clarity and follow-through
  • Proficiency in Microsoft Office Suite, with intermediate-to-advanced Excel skills
  • Experience at a multi-family office or boutique RIA with direct accountability for client-level operations, preferred
  • Deep familiarity with a portfolio management platform’s trading, reporting, billing and data management modules (Advyzon, Orion, Tamarac or similar), preferred
  • Knowledge of investment tax strategies (tax-loss harvesting, tax transition analysis, gain/loss management), preferred
  • Experience with UMA construction, direct indexing overlays or alternative investment administration, preferred
  • Familiarity with YCharts, BlackRock Aladdin, Ned Davis Research or similar investment research platforms, preferred
  • CFA candidacy, CFP candidacy or CAIA designation in progress, preferred
  • Experience with Salesforce or other CRM systems, preferred
  • Valid driver license with acceptable driving record
Expectations
  • Processes new account paperwork, account transfers, rollovers, journals and account closures across Fidelity and Schwab custodial platforms.
  • Executes asset movements, withdrawals, Required Minimum Distributions (RMDs) and systematic distribution setups.
  • Configures ACH instructions, Standing Letters of Authorization (SLOAs) and other account-level settings.
  • Handles private equity, hedge fund and alternative investment paperwork and subscription documents.
  • Monitors capital calls, capital distributions and collateral line activity.
  • Executes trades based on the CIO’s model construction, implementing investment strategies as directed.
  • Updates and maintains model portfolios across platforms, ensuring client accounts align with target allocations.
  • Trades on additional platforms for held-away assets as directed.
  • Builds investment proposals and comparisons for new prospects across multiple platforms.
  • Develops tax transition plans for new client portfolios and monitors ongoing tax efficiency and gain/loss management.
  • Builds custom UMA proposals with overlays for direct indexing, long/short strategies and collateral/box spread loan structures.
  • Utilizes YCharts, BlackRock, Ned Davis Research and other platforms for model tracking and investment research.
  • Monitors and reports on model performance, drift and rebalancing needs.
  • Manages and maintains the firm’s portfolio management and reporting platform, including data accuracy, account setup and client parameters.
  • Classifies and reconciles securities within the platform to ensure accurate performance reporting.
  • Sets up and creates custom reports for client reviews, firm-level analytics and business intelligence.
  • Conducts regular database audits to ensure consistency between the portfolio platform, custodial records and client files.
  • Runs billing calculations in the portfolio platform, pulls advisory fees from custodians and audits and reconciles all billing activity.
  • Resolves billing discrepancies and maintains accurate fee schedules across client accounts.
  • Maintains day-to-day relationships with Fidelity and Schwab service teams.
  • Coordinates with custodians to resolve account inquiries, facilitate tax document distribution and ensure accurate processing.
  • Interfaces with technology vendor partners as needed for platform integrations and issue resolution.
  • Assists with compliance processes by generating accurate and timely trading records and regulatory reporting.
  • Supports financial advisors in their use of investment platforms and related operational tools.
  • Documents and refines investment operations workflows and Standard Operating Procedures (SOPs).
  • Contributes to firm-wide projects aimed at improving operational efficiency, scalability and service delivery.
  • Performs other duties, tasks and special projects as assigned.
The above description covers the principal duties and responsibilities of the job. The description shall not, however, be construed as a complete listing of all miscellaneous, incidental or similar duties which may be required from day-to-day. The candidate selected for employment will be required to submit to a criminal background check, education verification and drug test.
Interested candidates should submit their resume, with salary requirements, via our career portal on our website at www.seekinghr.com or contact us directly at (210) 679-4879 with any questions.

Equal Employment Opportunity Employer M/F/D/V