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Posted 1 month ago

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Portfolio Manager

Knoxville, TennesseeRemoteFull-time

AI Summary

Portfolio Manager – Investment Officer at an employee-owned trust company focusing on research, portfolio management, client meetings, and new business presentations in Knoxville, TN.

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:

  • Majority employee-owned, ESOP eligibility after one year of service.
  • Comprehensive benefit package and competitive salary
  • Strong company culture that supports community and charitable organizations.

    • Requirements of the Portfolio Manager:

  • 3-5 years of portfolio management experience
  • Undergraduate degree, CFA or CFP designation or currently pursuing is required.
  • Excellent verbal and written communications skills
  • Strong presentation skills, computer proficiency and working knowledge of office suite software.
  • Office based, 8:30am-5:00pm

    • 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 AdministrationAccount ManagementAsset AllocationCFA/CFP Designation Or ProgressClient Presentation SkillsCommunicationEquity ResearchFinancial AnalysisFixed Income ResearchInvestment ObjectivesMarketing PresentationsOffice SuitePortfolio ManagementSector/industry AnalysisTrading Support

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