Global Portfolio Strategist

Infinituswealth; Nashville (TN); On-site; USD 120,000 - 180,000; Full time

Job summary

A Fiduciary Wealth Management Firm based in Nashville seeks a portfolio manager to develop and implement investment strategies aligned with client goals. Candidates should have a graduate degree and 5+ years of experience in finance, specifically in portfolio management and financial analysis. The role includes managing client relationships and adherence to regulatory guidelines while contributing to investment discussions. The firm acts ethically and prioritizes client interests, with a fee structure based on assets under management.

Qualifications

• 5 years of relevant experience in portfolio management.
• Understanding of financial instruments and financial management.
• Advanced knowledge of economic principles and capital markets.

Responsibilities

• Develop and implement portfolio strategies for allocated funds.
• Review and manage investments to ensure alignment with risk parameters.
• Contribute to investment strategy discussions and business development.

Skills

Financial analysis

Portfolio management

Cash flow modeling

Risk management

Knowledge of financial products

Education

Graduate Degree

Job description

A Fiduciary Wealth Management Firm based in Nashville seeks a portfolio manager to develop and implement investment strategies aligned with client goals. Candidates should have a graduate degree and 5+ years of experience in finance, specifically in portfolio management and financial analysis. The role includes managing client relationships and adherence to regulatory guidelines while contributing to investment discussions. The firm acts ethically and prioritizes client interests, with a fee structure based on assets under management.