Skillcloudhcm
Portfolio Manager
Knoxville, Tennessee
Sponsorship not specified$89k-$135kDetected 85 days ago
ExcelResearchCommunicationPublic SpeakingCFA
About the role
- 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.
Responsibilities
- Manage accounts to include the setting of investment objectives, and asset allocation guidelines.
- Skillcloud HCM Solutions has been engaged to manage this search.
- Strong company culture that supports community and charitable organizations.
Requirements
- 3-5 years of portfolio management experience.
- Undergraduate degree, CFA or CFP designation or currently pursuing is required.
- Strong presentation skills, computer proficiency and working knowledge of office suite software.
- Valid driver's license is required.
Compensation
- Comprehensive benefit package and competitive salary.
Benefits
- Comprehensive benefit package and competitive salary.
- Perform equity/fixed research to include sector, industry, and company analysis.
Company info
- 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.
Equal opportunity
- NO PHONE CALLS OR RECRUITERS PLEASE Equal Opportunity Employer.
- Equal Opportunity Employer.
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