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Portfolio Manager Jobs in Texas (NOW HIRING)

Lee Financial

Portfolio Manager

Dallas, TX · On-site

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 ...

Security Service FCU

Portfolio Manager

San Antonio, TX · On-site

The Portfolio Manager I will ensure early identification of risk in the credit through review of gathered documentation. Analyzes financial statements, industry risks, collateral, credit structure ...

Security Service FCU

Portfolio Manager

San Antonio, TX · On-site

The Portfolio Manager I will ensure early identification of risk in the credit through review of gathered documentation. Analyzes financial statements, industry risks, collateral, credit structure ...

Vytwo

Portfolio Manager

Prosper, TX · On-site

Portfolio Manager Quantity of resources: 1 JD: Resource will need experience and insights in to the enterprise capital process to support the capital planning process for the business and partner ...

Catalyst Corporate Fede

Portfolio Manager

Plano, TX · On-site

Job Posting TitlePortfolio Manager Full Time, Permanent Opportunity for Portfolio Manager (Must be local to Plano, TX) Catalyst and Your Career Catalyst is igniting change and unlocking new ...

Apex Fintech Solutions

Portfolio Manager

Austin, TX

This is an excellent opportunity for a portfolio management professional with 2+ years of experience to join a high-growth initiative at the ground floor, gain exposure to advanced rebalancing and ...

Apple

Portfolio Manager

Austin, TX · On-site

Apple Retail is seeking a Portfolio Manager to own and drive a portion of our capital project portfolio. This role sits at the intersection of strategy, analysis, and execution, requiring someone who ...

Apple

Portfolio Manager

Austin, TX

$114K - $211K/yr

Apple Retail is seeking a Portfolio Manager to own and drive a portion of our capital project portfolio. This role sits at the intersection of strategy, analysis, and execution, requiring someone who ...

Apple

Portfolio Manager

Austin, TX

$114K - $211K/yr

Apple Retail is seeking a Portfolio Manager to own and drive a portion of our capital project portfolio. This role sits at the intersection of strategy, analysis, and execution, requiring someone who ...

Texascapitalbank

Portfolio Manager

Fort Worth, TX

The Portfolio Manager owns the underwriting process for all credit requests, working closely with Analysts, Associates, and Relationship Managers to determine and evaluate potential risks and ...

Texas Capital Bank

Portfolio Manager

Fort Worth, TX · On-site

The Portfolio Manager owns the underwriting process for all credit requests, working closely with Analysts, Associates, and Relationship Managers to determine and evaluate potential risks and ...

Capital Farm Credit

Portfolio Manager

Round Rock, TX · On-site

The Portfolio Manager provides relationship management and credit support to Relationship Managers, including origination, structuring, execution, and monitoring of Capital Markets transactions.

Capital Farm Credit

Portfolio Manager

Round Rock, TX · On-site

The Portfolio Manager provides relationship management and credit support to Relationship Managers, including origination, structuring, execution, and monitoring of Capital Markets transactions.

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Showing results 1-20

All JobsPortfolio JobsPortfolio Manager JobsPortfolio Manager Jobs in Texas

Portfolio Manager information

See Texas salary details

$34.5K

$93.6K

$174.7K

How much do portfolio manager jobs pay per year?

As of Aug 11, 2026, the average yearly pay for 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 Portfolio Manager vs Financial Analyst?

AspectPortfolio ManagerFinancial Analyst
Required CredentialsTypically CFA, CFP, or similar certificationsOften CFA, CPA, or relevant finance degrees
Work EnvironmentInvestment firms, asset management companies, banksCorporations, investment banks, consulting firms
Employer & Industry UsageFocus on managing investment portfolios for clients or firmsFocus on analyzing financial data to support investment decisions

While both roles require strong financial knowledge and certifications like CFA, Portfolio Managers primarily oversee investment portfolios and make strategic decisions, whereas Financial Analysts focus on analyzing data to inform those decisions. The roles often work closely but differ in scope and responsibilities.

Do you need a CFA to be a portfolio manager?

A CFA designation is not mandatory to become a portfolio manager, but it is highly valued and often preferred by employers for demonstrating expertise in investment analysis and portfolio management. Many portfolio managers also hold advanced degrees or relevant certifications, and strong analytical skills and experience are essential in this role.

What are some common challenges portfolio managers face when balancing multiple client portfolios?

Portfolio Managers often juggle multiple client accounts simultaneously, each with distinct investment goals, risk tolerances, and time horizons. One of the main challenges is maintaining clear communication with clients to understand their evolving objectives while ensuring that portfolio allocations remain aligned with market conditions and compliance standards. Additionally, Portfolio Managers must stay updated on market trends, manage performance reporting, and coordinate with analysts, traders, and compliance teams. Effective time management, strong analytical skills, and adaptability are essential to handle these complexities successfully.

What does a portfolio manager do?

A Portfolio Manager is responsible for making investment decisions and managing a collection of assets or securities on behalf of clients, such as individuals or institutions. They analyze market trends, assess risk, and develop strategies to achieve specific financial goals. Portfolio Managers regularly review and adjust investment holdings to maximize returns and minimize risks according to the client's objectives and constraints.

What are the key skills and qualifications needed to thrive as a portfolio manager, and why are they important?

To thrive as a Portfolio Manager, you need strong analytical abilities, financial modeling expertise, and a solid educational background in finance or economics, often complemented by a CFA or MBA. Familiarity with portfolio management software, Bloomberg Terminal, and risk assessment tools is crucial for effective asset allocation and performance tracking. Excellent communication, decision-making, and relationship-building skills help you interact with clients and stakeholders. These competencies are vital for making informed investment decisions, managing risk, and building client trust in a competitive financial environment.

How much do portfolio managers make?

Portfolio managers typically earn a median annual salary ranging from $80,000 to over $200,000, depending on experience, location, and the size of the managed assets. Compensation often includes bonuses and performance-based incentives, especially in investment firms or hedge funds. Senior or specialized portfolio managers tend to earn higher salaries and bonuses.

What does a portfolio manager do?

A portfolio manager manages funds and investment strategies on behalf of a client. They may research and develop strategies for individuals or institutional investors, such as pension funds, or governmental entities, such as states municipalities. Although a portfolio manager has some sales duties, their primary responsibilities are as a financial research analyst, as they determine the amount of risk to which a client is willing to be exposed. This position is commonly found at investment banks or similar financial institutions. Qualifications to become a portfolio manager include a bachelor’s degree in statistics, economics, finance, or a related field as well as any relevant professional licenses.

What is the role of a portfolio manager?

A portfolio manager is responsible for overseeing investment portfolios to meet clients' financial goals. They analyze market trends, select assets, and make buy or sell decisions, often using financial tools and analysis skills. Their work involves risk management, performance monitoring, and strategic planning to optimize returns.

Is a portfolio manager a high position?

A portfolio manager is generally considered a high-level position within finance and investment firms, responsible for making investment decisions and managing client assets. The role often requires extensive experience, strong analytical skills, and relevant certifications such as the CFA. It is typically a senior role with significant responsibility and influence within an organization.
More about Portfolio Manager jobs
What are the most commonly searched types of Portfolio jobs in Texas? The most popular types of Portfolio jobs in Texas are:
What are popular job titles related to Portfolio Manager jobs in Texas? For Portfolio Manager jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Portfolio Manager jobs in Texas look for? The top searched job categories for Portfolio Manager jobs in Texas are:
What cities in Texas are hiring for Portfolio Manager jobs? Cities in Texas with the most Portfolio Manager job openings:
Portfolio Manager jobs near you
Infographic showing various Portfolio Manager job openings in Texas as of August 2026, with employment types broken down into 98% Full Time, and 2% Part Time. Highlights an 86% In-person, 12% Hybrid, and 2% Remote job distribution, with an average salary of $93,592 per year, or $45 per hour.

Portfolio Manager/Associate Portfolio Manager

State Farm

Richardson, TX • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 9 days ago

State Farm rating

7.3

Company rating: 7.3 out of 10

Based on 1,549 frontline employees who took The Breakroom Quiz

226th of 304 rated insurance

Job description

Overview
State Farm Investment Planning Services (IPS) team is expanding and is seeking a Portfolio Manager/Associate Portfolio Manager in its State Farm Investment Management unit (SFIM). Reporting to the head of State Farm Investment Management (SFIM), you will lead quantitative research and asset allocation analysis for State Farm's Advisory model portfolios. You will employ a proactive data-focused approach to investment research, capital markets analysis and portfolio management to help the team formulate investment themes and asset allocation positioning (i.e. strategic and tactical), during the entire lifecycle of model portfolio management. In this position, you will also lead in the formation of investment outlook, content and advisor/agent education; participating the due diligence and fiduciary oversight responsibilities of various IPS investment/product platforms; creating and establishing State Farm's footprint and point-of-view on investing for State Farm agents and retail customers. Additionally, you will collaborate with other SFIM colleagues, as well as members of IPS teams across the organization in the execution of various research projects. Some travel to SF Agent offices/customer mandates and conferences nationwide may be required for this role. When not traveling, this person will work a hybrid schedule from State Farm's Dallas/Richardson, TX office.
Being good neighbors - helping people, investing in our communities, and making the world a better place - is who we are at State Farm. It is at the core of how we operate and the reason for our success. Come join a #1 team and do some good!
Responsibilities
As a Portfolio Manager/Associate Portfolio Manager you will:
  • Lead the work of modeling and forecasting of Capital Market Assumptions (CMAs), including literature review of current academic and practitioner whitepapers.
  • Lead the development and maintenance of the Strategic Asset Allocation (SAA) for State Farm Advisory Model Portfolios, including research on portfolio optimization, Monte Carlo simulation, factor modeling, return/risk attribution, and current market conditions.
  • Lead the team's proprietary Manager Research and Selection (MR&S) process for Exchange-Traded Funds and Mutual Fund Investment strategies. Manage fund external relationships, attend and summarize quarterly manager calls.
  • Direct the ongoing Portfolio Management by using State Farms investment models, systems and software (i.e. proprietary and 3rd party).
  • Participate in the management of State Farm Model Portfolios. Lead in the generation and maintenance of SFIM investment reports, data sets, performance reporting (i.e. SF models) and broader analytical infrastructure.
  • Develop and execute model portfolio trading and rebalancing rules across State Farm's suite of Advisory model portfolios and provide on-going oversight of the process/execution.
  • Formulates investment outlook, content and advisor/agent education; creating and establishing State Farm's footprint and point-of-view on investing for SF agents and retail customers. Collaborates with team members and internal IPS departments to execute SFIM & IPS publications and collaterals on a periodic (i.e. weekly, monthly, quarterly).
  • Serves as the team's subject matter resource on investment models, systems and software (i.e. proprietary and 3rd party)
  • Ability to manage a team of investment professionals (if assigned). Providing general guidance to junior team members on various projects.

Qualifications
Candidates may be considered for either the Associate Portfolio Manager level or the Portfolio Manager level; leveling is determined throughout the interview process.
  • Bachelor's degree or higher, with a completed Bachelor's degree preferred
  • 8+ years of experience in asset management and/or wealth management, focusing on asset allocation, portfolio management, or research
  • 6+ years of direct experience in multi-asset portfolio management, asset allocation, and/or quantitative investment research
  • 6+ years of experience in investment strategy/manager due diligence, open architecture, and oversight of traditional and alternative investment strategies
  • Proficient knowledge and direct experience in at least three of the following areas: strategic/tactical asset allocation formation, capital market assumption development, portfolio optimization methods, factor risk/return modeling, and Monte Carlo simulation. Knowledge of insurance products/industry is a plus.
  • Strong understanding of multi-asset class investing, with hands-on experience and expertise in both top-down and bottom-up investment analysis, including primary research and assessment of third-party analysis.
  • Detailed knowledge of securities, such as stocks, bonds, mutual funds, ETFs, SMAs, alternative investments, and options strategies.
  • Solid understanding of the investment advisory business, including different advisory program types.
  • Previous experience working directly with clients, with strong presentation and writing skills.
  • Self-motivated individual who takes ownership of initiatives and thrives in a dynamic team environment.
  • Progress towards or completion of the CFA charter or a comparable designation.
  • May need to obtain FINRA Series 7 and Series 66, post-hire or in the future.

Preferred Qualifications
  • Master's degree in finance, economics, mathematics, financial engineering or a related quantitative field is preferred.
  • 5+ years of direct experience with third-party investment and risk management systems/tools. (i.e. MSCI Barra, Bloomberg, Morningstar Direct, etc).
  • Programming skills desirable: C++, Python, Matlab, etc. Proven ability to develop complex data models in Excel preferred.

HYBRID: Qualified candidates should plan to spend time working from home and some time working in the office (Tuesday, Wednesday, Thursday) as part of our hybrid work environment.
HUB LOCATION: Dallas/Richardson, TX - Cityline
SPONSORSHIP: Applicants are required to be eligible to lawfully work in the U.S. immediately; employer will not sponsor applicants for U.S. work authorization (e.g. H-1B visa) for this opportunity
Potential salary range: $133,500 to $217,000 + Potential yearly incentive pay up to 30% or 40% of base salary
Competitive benefits, including:
  • 401k Plan
  • Health Insurance
  • Dental/Vision plans
  • Life Insurance
  • Paid Time Off
  • Annual Merit Increases
  • Tuition Reimbursement
  • Health Initiatives

Our Benefits
At State Farm, we offer more than just a paycheck. Check out our suite of benefits designed to give you the flexibility you need to take care of you and your family!
  • Get Paid! On top of our competitive pay, you are eligible for an annual raise and bonus.
  • Stay Well! Focus on you and your family's health with our robust health and wellbeing programs. State Farm pays most of your healthcare premium, and we offer multiple healthcare plan options, including a high deductible plan. All medical plans provide 100% coverage for in-network preventative care, AND you and your family have access to vision, dental, telemedicine, 24/7 mental health professionals, and much more!
  • Develop and Grow! Take advantage of educational benefits like industry leading training programs, top-notch tuition assistance programs, employee resource groups, and mentoring.
  • Plan Ahead! Plan for those big moments in life with benefits like fertility/IVF/adoption assistance, college coaching, national discount programs, interactive monthly financial workshops, free financial coaching, and more. You can also start a savings account or consider financing through our State Farm Federal Credit Union!
  • Take a Little "You" Time! You will have access to our generous time off policies designed so you can plan around holidays, family events, volunteering, or just to take a relaxing day off. With the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you!
  • Give Back! We offer several ways to give back through our Matching Gift Program, Good Neighbor Grant Program, and the Employee Assistance Fund.
  • Finish Strong! Plan for retirement using free financial advisors and a 401(k) plan with company contributions of up to 7% of your salary.

Visit our State Farm Careers page for more information on our benefits, locations, and the hiring process of joining the State Farm team!

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