Associate Portfolio Manager

Truxton; Nashville (TN); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

401k + company match

Medical, life, dental, and vision insurance

Paid federal holidays

Paid vacation time

Employee assistance program (EAP)

Short‑term and long‑term disability insurance

Job summary

A leading wealth management firm in Nashville is seeking an Associate Portfolio Manager to support Portfolio Managers with analytical and administrative duties. The position involves extensive client interaction, analytical support, and learning investment strategies. Ideal candidates should possess strong investment knowledge and experience in wealth management. This role offers opportunities for professional growth within a supportive environment with various benefits, including health insurance and a retirement plan.

Qualifications

• 3+ years of relevant wealth and investment management experience.
• Proficient in analytical systems such as FactSet and Bloomberg.
• Strong foundational command of investment and wealth management industry.

Responsibilities

• Shadow Portfolio Managers and assist with investment management.
• Evaluate domestic and international equity asset classes.
• Provide analytical support for Wealth investment platform.

Skills

Investment knowledge

Analytical skills

Client service

Education

Bachelor’s Degree in Finance, Accounting, or Economics

Pursuing or holding a professional designation (CFP, CFA, CTFA, CPA)

Tools

FactSet

Bloomberg

Job description

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.

Who We Are

Truxton is a premier provider of wealth, family office, and banking 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 (OTCID: TRUX). For more information, visit truxtontrust.com.

Our mission: 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.

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

What We Are Looking For

Attributes and Abilities

• 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

Experience and Skills

• 3+ years of relevant wealth and investment management experience
• Proficient in robust analytical systems such as FactSet and Bloomberg

Education and Designations

• Bachelor’s Degree in Finance, Accounting, or Economics preferred
• Pursuing or holding a professional designation (CFP, CFA, CTFA, CPA, etc.)

Why You Should Work Here

• Truxton is a highly profitable and growing company that has been recognized by American Banker as the 7th best community bank (and top‑ranking TN bank) based on 3‑year Return on Average Equity.
• Opportunities to grow your expertise, take on new challenges, and gain exposure to a wide range of sophisticated work across private banking, wealth management, asset‑liability management, treasury management, deposit operations, and capital markets.
• Because we are a smaller company, you will have the opportunity to chart your own course and contribute to initiatives that go beyond your job title.
• Truxton supports and encourages a culture of learning, both through internal development and pursuit of professional designations.

If working for Truxton appeals to you but you don’t think you are a match for this role, we still encourage you to send a resume and cover letter explaining how you might contribute to our team.

What We Offer

• 401k + company match
• Medical, life, dental, and vision insurance
• Paid federal holidays
• Paid vacation Time
• Employee assistance program (EAP)
• Short‑term and long‑term disability insurance