Portfolio Analyst

Truxton•Nashville, TN

About The Position

THE ROLE The Portfolio Analyst position within Truxton Wealth is designed to prepare promising young professionals for a career in wealth management. The position will support all aspects of Truxton’s client communications and wealth management services. The role is designed to support many aspects of our investment program; however, the primary initial responsibility will be the organization and creation of client presentations. Additionally, Portfolio Analysts will provide analyses and client service to our prospective and existing clients. We are looking for candidates who are flexible, eager to learn, and have a desire to serve clients. We work as a team and expect the Portfolio Analyst to find ways to contribute and seek opportunities to help. New client relationships are critical to the future success of Truxton; therefore, we expect all employees to be advocates for Truxton and to seek new relationships and deepen existing relationships to the extent of his or her ability. ABOUT TRUXTON WHO WE ARE Truxton is a premier provider of wealth, banking, and family office services for wealthy individuals, their families, and their business interests. Serving clients across the world, Truxton’s vastly experienced team of professionals provides customized solutions to its clients’ complex financial needs. Founded in 2004 in Nashville, Tennessee, Truxton upholds its original guiding principle: do the right thing. Truxton Trust Company is a subsidiary of financial holding company, Truxton Corporation (OTCPK: TRUX). MISSION STATEMENT To do the right thing every day, putting our clients’ interests first, with distinctive, comprehensive financial solutions that protect and promote client prosperity and quality of life.

Requirements

Genuine interest in pursuing a career in investment management
General understanding of investing, accounting and the capital markets
Able to seamlessly toggle between independent work and collaborating with a team dynamic
Detail-oriented, organized, and able to handle multiple tasks in a timely fashion
Coursework or internship experience related to Finance, Accounting, or Investing
Proficient in Microsoft Office (Excel, PowerPoint, Word)
Bachelor’s Degree in Finance, Accounting, or Economics preferred

Nice To Haves

Pursuit of Advanced Degree or Professional Designation preferred

Responsibilities

Creating accurate and timely client review presentations for client meetings that occur at least once a year for each client
Developing a deep understanding of our Trust accounting system, FactSet, BlackDiamond, Bloomberg, Morningstar and any future software platforms
Maintaining and developing new presentation templates and exhibits that reflect quality, efficiency and aesthetics
Generating new business presentations for Wealth teams working closely with Portfolio Managers and Wealth Advisors
Supporting the Investment team with regular reports, analytical projects, security analysis, and investment input
Maintaining the weekly Investment Committee meeting minutes and ensuring their timely incorporation into the Administrative and Investment Review Committee (AIRC) meeting on a monthly basis
Assisting the Wealth team with trading activities (stocks, bonds, mutual funds, ETF’s, etc.) from trade execution to settlement ensuring best execution and adherence with WMS protocols
Developing strong knowledge and command of current and anticipated capital market conditions
Understanding Truxton Wealth investment objectives and attendant asset allocation ranges
Working within established Truxton Wealth policies, procedures and guidelines