Portfolio Manager
About The Position
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. TCV is focused exclusively on wealth management and guided solely by our one-on-one client-centered approach. We share our experiences and expertise and make available quality solutions to achieve our client’s specific needs. TCV has offices in Richmond, Williamsburg, Roanoke, McLean and Knoxville, TN. We excel at providing the highest level of care for our clients’ unique individual needs. Our commitment to providing unparalleled personal service is well-known in our marketplace.
Requirements
- 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.
- Valid driver's license is required.
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.
Benefits
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
