GDS Wealth Management is an SEC registered, fee only fiduciary managing approximately $2.5 billion for individuals and families. Each client relationship is defined by a white glove experience, and that standard extends to the management of their assets. The firm’s investment philosophy centers on long only portfolios diversified across equities, fixed income and structured products, delivered through a centralized, model based approach. The Portfolio Manager supports the CIO in executing that philosophy, assigning each client to the appropriate model, directing the trading desk, and maintaining portfolios within targets through disciplined monitoring, rebalancing and tax management. The role also serves as the primary investment resource for Advisors, with direct access to leadership and meaningful influence over the firm’s research and investment decisions.

What You Will Do

Manage discretionary portfolios in partnership with the CIO, documenting approved model exceptions
Assign each client to the appropriate model based on objectives, risk profile and restrictions
Own the firm’s risk-profiling platform, including risk scores and model mapping
Direct the trading desk on trades, rebalancing and tax-loss harvesting
Monitor drift and concentration and address issues early
Present research and recommendations to the CIO and investment committee
Provide Advisors with portfolio, performance and market insight they can share with clients
Document investment decisions and their rationale

What You Will Have

Credentials: CFA or CIMA, at least four years of portfolio management experience, and a bachelor’s degree in finance, economics, accounting or a related field
Portfolio Construction: Strong equity analysis skills and the ability to build and maintain model-based portfolios across many households
Fixed Income and Structured Products: Working knowledge of how these asset classes fit within an equity focused portfolio
Risk Management: Ability to monitor drift, concentration and client risk profiles and address issues early
Tax Aware Management: Working knowledge of tax loss harvesting, wash-sale rules and the tax impact of rebalancing
Decision Making: Sound judgment in weighing competing information and reaching well supported conclusions
Communication: Strong analytical and verbal communication skills, with the ability to explain investment decisions in plain terms

Top Candidates Will Have

An RIA or wealth management background
A track record with separately managed accounts and model-based implementation
Hands-on use of portfolio management, trading and risk-profiling platforms

How We Work

GDS expects the Portfolio Manager to demonstrate our core values in the following ways:

No drama: Shares differing views constructively in investment discussions and fully supports decisions once made.
Kaizen: Reviews investment decisions objectively and continuously improves the process.
Pursuit of excellence: Delivers research, documentation and client reporting to the highest professional standard.
Grit: Maintains investment discipline through market volatility.
Excuses or results: Takes ownership of portfolio outcomes and explains performance with candor and accountability.

What We Offer

Competitive base pay with performance incentive bonuses
Benefits: Health insurance and 401(k) with matching contributions
Work Culture: A collaborative, high-performance environment where your expertise is valued and recognized
Support for licensing and continuing education

ONE WAY HOLDINGS LLC

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Portfolio Manager