Portfolio Manager
ONE WAY HOLDINGS LLC · Posted Nov 6, 2026
- Flower Mound, Texas, United States
- 4+ years
Manage discretionary portfolios, support the CIO, and oversee trading, rebalancing, and tax strategies for a fee‑only wealth management firm.
Compensation
Competitive base pay with performance incentive bonuses
Responsibilities
- Manage discretionary portfolios in partnership with the CIO
- Assign clients to appropriate models based on objectives and risk profile
- Own the firm’s risk‑profiling platform
- Direct the trading desk on trades, rebalancing and tax‑loss harvesting
- Monitor drift and concentration and address issues early
Requirements
- Bachelor’s degree in finance, economics, accounting or a related field
- Nice to have: RIA or wealth management background
- Nice to have: Separately managed accounts experience
- Nice to have: Model‑based implementation experience
- Nice to have: Hands‑on use of portfolio management, trading and risk‑profiling platforms