Portfolio Manager

Skillcloud HCM; Knoxville (TN); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Employee stock ownership plan eligibility

Comprehensive benefit package and competitive salary

Support for community and charitable organizations

Job summary

TCV Trust & Wealth Management is looking for a Portfolio Manager – Investment Officer in Knoxville, TN. This role involves managing client accounts and performing investment research while delivering exceptional service.

The ideal candidate has 3-5 years of portfolio management experience and strong communication skills. The position offers a comprehensive benefits package and a company culture that supports community initiatives.

Qualifications

• 3-5 years of portfolio management experience.
• Undergraduate degree or CFA/CFP designation or currently pursuing.
• Excellent communication and presentation skills.

Responsibilities

• Perform equity/fixed research including sector, industry, and company analysis.
• Manage accounts including investment objectives and asset allocation.
• Conduct client review meetings with Account Administrators.

Skills

Portfolio management experience

Verbal and written communication skills

Presentation skills

Computer proficiency

Education

Undergraduate degree, CFA or CFP designation

Job description

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.

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 of the job:

• 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.

Requirements of the Portfolio Manager:

• 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 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 responsible for: (1) assisting in the equity and fixed income trading functions (2) communicating matters relating to the investment functions internally to account administrators (3) assisting in the communication of 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.

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.