Posted 2 months ago
Portfolio Manager
Knoxville, TennesseeRemoteFull-time
AI Summary
Performs research, manages accounts, and conducts client meetings as an investment officer; participates in new business presentations.
About this role
TCV Trust & Wealth Management / Portfolio Manager / Knoxville, TN
TCV Trust & Wealth Management (TCV) a fully employee-owned, independent trust company providing asset management, trust administration, and estate services to individuals, families, nonprofits, and corporations is seeking a Portfolio Manager – Investment Officer to join their team in Knoxville, TN.
The Portfolio Manager-Investment Officer will be responsible for performing research, managing accounts, maintaining client contact and conducting review meetings as well as participating in new business presentations.
Benefits of the job:
Requirements of the Portfolio Manager:
Responsibilities:
- Perform equity/fixed research to include sector, industry, and company analysis.
- Manage accounts to include the setting of investment objectives, and asset allocation guidelines.
- Conduct client review meetings with Account Administrators.
- Conduct marketing presentations for new business purposes.
- Periodically responsible for: (1) assisting in the equity and fixed income trading functions (2) communicating matters relating to the investment functions internally to account administrators (3) assisting in the communication of the investment functions externally to our client base.
- Able to travel within the TCV footprint with occasional overnight stays as necessary. Valid driver's license is required.
Skills
Account ManagementCFACFPClient MeetingsEquity ResearchFixed Income ResearchMicrosoft OfficePresentations
