Associate Portfolio Manager: Path to Lead Portfolio

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

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.