Family Office Portfolio Strategist
pennington partnersHouston (TX)
Family Office Portfolio Strategist
Posted 7 days ago
pennington partnersHouston (TX)
SENIORITY
Lead
About the role
Pennington Partners & Co. is seeking an Associate Portfolio Manager to support Portfolio Managers and serve Operating Partner Families across the United States.
You will help design and implement tailored wealth plans that integrate investment management, tax planning, and estate strategies, while coordinating with internal teams to ensure seamless client experiences. The role emphasizes deep knowledge of asset classes, disciplined communication, and collaboration with partners to drive
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.