Portfolio Manager

Skillcloud HCM•Knoxville, TN

1d•Hybrid

About The Position

TCV Trust & Wealth Management (TCV) is an independent, employee-owned trust company offering asset management, trust administration, and estate services. They are seeking a Portfolio Manager – Investment Officer to join their team in Knoxville, TN. This role involves research, account management, client interaction, review meetings, and participation in new business presentations. TCV focuses exclusively on wealth management with a client-centered approach, sharing expertise and providing solutions tailored to client needs. The company has offices in multiple locations and is known for its high level of personal service.

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

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