Portfolio Manager

KMA Human Resources Consulting; Knoxville (TN); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Majority employee-owned, ESOP eligibility after one year

Comprehensive benefit package and competitive salary

Strong company culture supporting community

Job summary

KMA Human Resources Consulting is hiring a Portfolio Manager – Investment Officer in Knoxville, TN. In this role, you will manage client accounts, perform investment research, and lead client meetings. The ideal candidate will have 3-5 years of portfolio management experience and an undergraduate degree, with a CFA or CFP designation preferred. The position includes a comprehensive benefits package and emphasizes a client-centered approach to wealth management.

Qualifications

• 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 income 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.
• Assist in equity and fixed income trading functions.

Skills

Portfolio management experience

Verbal and written communication

Presentation skills

Computer proficiency

Education

Undergraduate degree; CFA or CFP designation

Job description

Overview

TCV Trust & Wealth Management (TCV) is a fully employee-owned, independent trust company providing asset management, trust administration, and estate services to individuals, families, nonprofits, and corporations. The company is seeking a Portfolio Manager – Investment Officer to join their team in Knoxville, TN.

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.

Benefits

• Majority employee-owned, ESOP eligibility after one year of service.
• Comprehensive benefit package and competitive salary.
• Strong company culture that supports community and charitable organizations.

Qualifications

• 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.
• Office based, 8:30am-5:00pm.

Responsibilities

• Perform equity/fixed income 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 assist in: (1) equity and fixed income trading functions; (2) communicating matters relating to the investment functions internally to account administrators; (3) communicating 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.

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.

TCV has offices in Richmond, Williamsburg, Roanoke, McLean and Knoxville, TN. We excel at providing the highest level of care for our clients’ unique individual needs. Our commitment to providing unparalleled personal service is well-known in our marketplace.

TCV Trust & Wealth Management is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ancestry, familial status, age, physical or mental disability, pregnancy, sexual orientation, gender identity, genetic information, veteran status, or any other characteristic protected by law.