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Portfolio Manager Jobs in Spring, TX (NOW HIRING)

Morales Beverage Group

Portfolio Manager

Houston, TX · On-site

Morales Beverage Group seeks a Portfolio Manager . We have a competitive compensation package with a wide range of benefits for full-time employees. Reporting to the Vice President Portfolio, the ...

CBRE

Portfolio Manager

Houston, TX · On-site

As a CBRE Portfolio Manager, you will be responsible for overseeing the team responsible for the management and servicing of small to medium-sized portfolios. This job is part of the Loan Servicing ...

Dow

Portfolio Manager

Houston, TX · On-site

The Portfolio Manager role provides a focal point for interaction between Diamond's Business Development group, the functional Tech Centers, Energy Commercial Managers, and the associated operational ...

Austin Bank

Portfolio Manager

Montgomery, TX · On-site

Ensure portfolio administration and risk management comply with established credit policy and regulatory guidelines. * Maintain financial monitoring, covenant tracking, exception management, and ...

Austin Bank

Portfolio Manager

Montgomery, TX

Ensure portfolio administration and risk management comply with established credit policy and regulatory guidelines. * Maintain financial monitoring, covenant tracking, exception management, and ...

Austin Bank

Portfolio Manager

The Woodlands, TX

Ensure portfolio administration and risk management comply with established credit policy and regulatory guidelines. * Maintain financial monitoring, covenant tracking, exception management, and ...

Austin Bank

Portfolio Manager

Houston, TX

Ensure portfolio administration and risk management comply with established credit policy and regulatory guidelines. * Maintain financial monitoring, covenant tracking, exception management, and ...

Huntington

Commercial Portfolio Manager II

Houston, TX · On-site +1

The Commercial Portfolio Manager Portfolio Manager II - CIP is considered a market and industry resource, providing expertise and advisory guidance in complex debt and capital solutions. Duties ...

Huntington

Commercial Portfolio Manager II

Houston, TX · On-site +1

The Commercial Portfolio Manager Portfolio Manager II - CIP is considered a market and industry resource, providing expertise and advisory guidance in complex debt and capital solutions. Duties ...

Huntington

Commercial Portfolio Manager II

Houston, TX · On-site +1

The Commercial Portfolio Manager Portfolio Manager II - CIP is considered a market and industry resource, providing expertise and advisory guidance in complex debt and capital solutions. Duties ...

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All JobsPortfolio JobsPortfolio Manager JobsPortfolio Manager Jobs in Spring, TX

Portfolio Manager information

See Spring, TX salary details

$32.9K

$89.4K

$166.9K

How much do portfolio manager jobs pay per year?

As of Jul 21, 2026, the average yearly pay for portfolio manager in Spring, TX is $89,397.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,300.00 and $115,700.00 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 experience in finance and investment strategies is essential.

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.

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 does a portfolio manager actually do?

A portfolio manager is responsible for overseeing investment portfolios, making decisions on asset allocation, and selecting securities to meet clients' financial goals. They analyze market trends, assess risk, and use financial tools and models to optimize investment performance, often holding relevant certifications like the CFA. Their work involves continuous monitoring and adjusting investments to achieve desired returns within acceptable risk levels.

How do you become a portfolio manager?

To become a portfolio manager, typically one needs a bachelor's degree in finance, economics, or a related field, along with relevant work experience in investment analysis or financial management. Many professionals pursue certifications such as the Chartered Financial Analyst (CFA) designation to enhance their credentials. Strong analytical skills, knowledge of financial markets, and proficiency with investment tools are also important for success in this role.

How much money does a portfolio manager make?

A portfolio manager's salary varies based on experience, location, and the size of the firm, but typically ranges from $70,000 to over $200,000 annually. Many also earn performance-based bonuses and may hold certifications like the CFA to enhance earning potential.
More about Portfolio Manager jobs
What job categories do people searching Portfolio Manager jobs in Spring, TX look for? The top searched job categories for Portfolio Manager jobs in Spring, TX are:
What cities near Spring, TX are hiring for Portfolio Manager jobs? Cities near Spring, TX with the most Portfolio Manager job openings:
Portfolio Manager jobs near you
Infographic showing various Portfolio Manager job openings in Spring, TX as of July 2026, with employment types broken down into 83% Full Time, 15% Part Time, 1% Temporary, and 1% Contract. Highlights an 85% Physical, 1% Hybrid, and 14% Remote job distribution, with an average salary of $89,397 per year, or $43 per hour.

Portfolio Manager

Morales Beverage Group

Houston, TX • On-site

Full-time

Posted 15 days ago

Job description

About Mexcor
Established in 1989, Morales Capital Group, is a portfolio of companies including MBG, Mexcor International, MFI, Globalternative Solutions, VivaVerse, and Viva Center. It is a primarily a family-owned, multi-generational importer & distributor of alcohol beverages headquartered in Houston, Texas. Founded by Celia Villanueva and joined by her son Eduardo Morales in 2014, MCG has grown to be the 3rd largest alcohol beverage distributor in Texas, the 4th largest spirits distributor in Florida and 6th in California. MCG has cultivated and established a network of partnerships with over 140 regional distributors and control states resulting in reach and presence in all 50 states in the US. MCG offers a carefully curated, diverse portfolio of top-quality brands sourced from all over the world and strives to provide exceptional levels of service to our business partners every day.
We are guided by our primary PURPOSE, our CORE VALUES and our RESPONSIBILITIES towards our ASSOCIATES, CUSTOMERS, SUPPLIERS & COMMUNITY.
Morales Beverage Group seeks a Portfolio Manager. We have a competitive compensation package with a wide range of benefits for full-time employees.
JOB DESCRIPTION
Reporting to the Vice President Portfolio, the Portfolio Manager builds and sustains strong partnerships with suppliers while serving as the primary liaison for brand standards, programming, and expectations across the organization. This role drives portfolio profitability by overseeing pricing, financial support, and sales incentives, while ensuring alignment with company goals and supplier strategies. Responsibilities include managing product launches, optimizing inventory and supply chain needs, and analyzing product performance to guide growth opportunities and rationalize underperforming items. By communicating clear go-to-market strategies, marketing initiatives, and performance insights to internal teams, the Portfolio Manager ensures consistent demand generation, market execution, and long-term portfolio success.
MORALES BEVERAGE GROUP VALUES
  • All-In: Being Accountable; If it's to be, it's up to me.
  • People: Growing and building partnerships within a family dynamic.
  • Future Thinking: Innovative and disruptive in our approach.

DUTIES AND RESPONSIBILITIES
  • Provide strategic leadership and oversight of the organization's portfolio management function, ensuring alignment with corporate goals and long-term growth objectives.
  • Develops and maintains long-term relationships with key Supplier Partners; including Regional and National Sales Managers, Brand Ambassadors and other gatekeepers/influencers.
  • Has a strong understanding of supplier's expectations, focus items, market supports, brand standards and is the main conduit for this information being communicated so all departments are aligned and can work together to exceed expectations.
  • Works in conjunction with the Executive Team and Sales Leadership to establish the company's agreed upon brand specific quarterly and annual goal objectives as it relates to the portfolio(s) they manage.
  • Responsible for all portfolio pricing and programming, with focus on spirits, beer, and sake portfolios, to ensure alignment with overall company profitability standards. This includes, but is not limited to, acquiring supplier financial support and managing supported programs for all channels.
  • Markets to internal customers (Sales Management/Sales Representatives/ KAM's, Specialists) by communicating relevant Portfolio information. This includes programming and development initiatives and go-to market strategies with the intention of creating consistent demand for and depletion of the portfolio(s) they manage.
  • Analyzes portfolio development as it relates to opportunities of growth and recommends new brands and product elimination to align with the Company's overall growth strategy.
  • Manages and executes successful new product launches including item setup/pricing, updating marketing materials (website, social media, portfolio) and communication to the Sales Team to insure customer retention and engagement.
  • Provides an ongoing business analysis of products/ profitability/ inventory/ product turns/ aged inventory to include quarterly and yearly business review and planning.
  • Creates and implements sales incentive structures for sales management and sales teams.
  • Supply Chain Management - Ensure appropriate inventory, and manage product turns in concert with the purchasing team. Manage new vendor and item set ups, special order items where appropriate, increased inventory needs for market programs, trends, and National account programs.
  • Works with suppliers on market calendar availability and frequency of time in market and communicates focus items, event expectations and trade investments. Executes in conjunction with statewide and regional sales management

BEHAVIOR & COMMUNICATION EXPECTATIONS
  • A high level of professionalism and confidentiality is crucial to this role
  • Establish and maintain effective working relationships with staff, department leaders and executive leadership with the purpose of:
    • Always being approachable
    • Being known as a trusted resource for knowledge and guidance
  • Desire to deliver excellence - Always looking for the very best product in what we do
  • Living Above the Line - Exhibiting ownership, accountability and responsibility
  • Engaged - Ensuring we all care about MBG and the work we do, from the top - down
  • Responsive - We do what we say in a timely manner
  • Respected - As professionals, we are known for accuracy in all we say and do
  • Confident - Trust in our ability to be successful and make good decisions

COMPETENCIES
  • Customer Focus: Dedicated to meeting the expectations and requirements of customers, ensuring high levels of satisfaction and fostering strong relationships.
  • Negotiating: Skilled at negotiating with clients to secure favorable outcomes, understanding customer needs, and aligning them with company goals.
  • Drive for Results: Demonstrates a strong commitment to achieving business targets and consistently pushes for excellence in performance.
  • Time Management: Effectively manages time by prioritizing tasks, meeting deadlines, and balancing multiple responsibilities efficiently.
  • Interpersonal Savvy: Relates well to all kinds of people, building constructive and effective relationships, and is adept at navigating through complex interactions

QUALIFICATIONS
  • A minimum of 5 years' experience in alcoholic beverage industry is required
  • Strong persuasive presentations skills, including the ability to speak before large audiences both internally and externally.
  • Attendance is an essential job requirement defined as having regular, consistent, reliable, punctual and predictable attendance including the ability to work regular hours and shifts, before and after hours, and on weekends, when required.
  • Bachelor's Degree preferred. An equivalent combination of education and experience that is determined to be directly related to the foregoing specified requirements may be considered for substitution.
  • Physical demands with activity or condition for a considerable amount of time may include sitting and typing/keyboarding using a computer (e.g., keyboard, mouse, and monitor)
  • Physical demands with activity or condition may include walking, bending, reaching, standing, squatting, and stooping
  • May require lifting/lowering, pushing, carrying, or pulling up to 35 lbs.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Morales Beverage Group provides equal employment opportunities (EEO) to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This EEO policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Employment with Morales Beverage Group is at will. This means employment is for an indefinite period of time and it is subject to termination by you or Morales Beverage Group, with or without cause, with or without notice, and at any time.

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