Director of Portfolio Management

Company Description WOODWAY FINANCIAL ADVISORS, A TRUST COMPANY is an investment management firm headquartered at 10000 Memorial Drive in Houston, Texas, United States. The company provides fiduciary trust services and tailored investment solutions to individuals, families, and institutions. Team members collaborate to deliver disciplined portfolio management, client-focused advice, and long-term financial strategies. The firm values integrity, professional excellence, and a thoughtful approach to managing client assets, offering a stable environment for financial professionals seeking to grow their careers.
Role Description The Director of Portfolio Management is a full-time remote role responsible for overseeing the firm’s investment portfolios and portfolio management processes. This position leads the design, implementation, and monitoring of investment strategies across client accounts, ensuring alignment with each client’s objectives, risk profile, and constraints. Day-to-day responsibilities include analyzing market conditions and securities, directing asset allocation decisions, reviewing performance, and making adjustments to optimize portfolios. The director collaborates closely with advisors, analysts, and operations staff to coordinate project and program initiatives across the investment platform, maintain investment policies, and support new product or strategy development. The role also involves communicating investment insights and portfolio recommendations to internal stakeholders and, when appropriate, to clients in a clear, accessible manner.
Qualifications
Strong Analytical Skills to evaluate markets, securities, portfolio performance, and risk metrics.
Expertise in Portfolio Management and Project Portfolio Management for overseeing client portfolios and broader investment initiatives.
Advanced Finance knowledge, including asset allocation, investment products, and risk/return principles.
Program Management capabilities to lead investment programs, coordinate cross-functional projects, and improve portfolio processes.
Proven experience in institutional or private wealth investment management, preferably in a director or senior leadership capacity.
Relevant academic background such as a bachelor’s or master’s degree in Finance, Economics, Business, or a related field.
Professional credentials such as CFA, CFP, or CAIA are highly beneficial.
Clear written and verbal communication skills, with the ability to present complex investment information to diverse audiences.
Demonstrated ability to work effectively in a remote environment, manage multiple priorities, and lead teams or initiatives across locations.

Work arrangement
Yes