Associate Portfolio Manager

Truxton • Nashville, TN

4d

About The Position

THE ROLE The Associate Portfolio Manager position within Truxton Wealth is designed to prepare promising investment professionals to be Portfolio Managers. We expect Associate Portfolio Managers to support and assist our team of Portfolio Managers with analytical support, trading and administrative operations, and client presentations and communications. The position will feature a rotation with one-on-one work with each of our Portfolio Managers and regular check-ins to gauge interests and needs. We are looking for self-motivated candidates who display an eagerness to learn, a passion for investments, and a desire to serve our clients. WHAT YOU WILL BE DOING Shadowing Portfolio Managers, performing client-specific work and assisting with management of investment focus areas Evaluating various domestic and international equity asset classes and sectors to identify investment risks and opportunities Maintaining strong knowledge and command of current and anticipated capital market conditions and how it relates to Truxton Wealth portfolio positioning Providing broad analytical support for the Wealth investment platform on third party investment products including Separately Managed Accounts, ETF’s, Mutual Funds, and alternative asset managers Partnering with Wealth Advisors on specific client and prospect cases to develop an understanding of the process; learning foundational command of trust administration, tax and investment management Facilitating internal and external investment-related discussions and communications, consistent with Truxton Wealth’s philosophy and style. Providing world-class service to clients and prospects through effective articulation and communication of investment concepts, strategies, recommendations, and results Analyzing the portfolios of clients and prospects using custodial statements and various software systems Learning to implement and maintain client portfolios, ensuring consistency with investment policy, Truxton Wealth asset allocation guidelines, appropriate risk controls, and desired tax efficiency Creating and reviewing investment related content such as client proposals and reviews, market and economic updates, and topical investment commentaries Serving as advocates for Truxton Wealth by seeking new client relationships and deepening existing client relationships

Requirements

• Strong foundational command of the investment and comprehensive wealth management industry, practices and issues
• Eager to understand client’s financial situations and personal circumstances
• Able to deliver distinctive and thoughtful client service and expertise in a manner that secures client confidence
• Adoption of our culture of entrepreneurship and teamwork
• 3+ years of relevant wealth and investment management experience
• Proficient in robust analytical systems such as FactSet and Bloomberg
• Bachelor’s Degree in Finance, Accounting, or Economics preferred
• Pursuing or holding a professional designation (CFP, CFA, CTFA, CPA, etc.)

Responsibilities

• Shadowing Portfolio Managers, performing client-specific work and assisting with management of investment focus areas
• Evaluating various domestic and international equity asset classes and sectors to identify investment risks and opportunities
• Maintaining strong knowledge and command of current and anticipated capital market conditions and how it relates to Truxton Wealth portfolio positioning
• Providing broad analytical support for the Wealth investment platform on third party investment products including Separately Managed Accounts, ETF’s, Mutual Funds, and alternative asset managers
• Partnering with Wealth Advisors on specific client and prospect cases to develop an understanding of the process; learning foundational command of trust administration, tax and investment management
• Facilitating internal and external investment-related discussions and communications, consistent with Truxton Wealth’s philosophy and style.
• Providing world-class service to clients and prospects through effective articulation and communication of investment concepts, strategies, recommendations, and results
• Analyzing the portfolios of clients and prospects using custodial statements and various software systems
• Learning to implement and maintain client portfolios, ensuring consistency with investment policy, Truxton Wealth asset allocation guidelines, appropriate risk controls, and desired tax efficiency
• Creating and reviewing investment related content such as client proposals and reviews, market and economic updates, and topical investment commentaries
• Serving as advocates for Truxton Wealth by seeking new client relationships and deepening existing client relationships

Benefits

• 401k + company match
• Medical, life, dental, vision insurance
• Paid federal holidays and vacation
• Employee assistance program (EAP)
• Support towards continued learning and industry certifications
• Opportunities for incentive bonuses through new business referral

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level