Portfolio Manager

Truxton; Nashville (TN); On-site; USD 100,000 - 150,000; 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 growing financial services firm based in Nashville is seeking a Portfolio Manager to manage and enhance client investment portfolios. The ideal candidate will have over 10 years of experience in wealth and investment management, strong analytical skills, and the ability to build client relationships. Responsibilities include strategic asset allocation, investment policy formulation, and maintaining compliance with client needs. The firm offers competitive benefits including a 401k with company match and various insurance options.

Qualifications

• 10+ years of relevant wealth and investment management experience.
• Strong foundational command of the investment industry.
• Adept in trust administration and tax management.

Responsibilities

• Provide insights on asset allocation decisions based on market conditions.
• Enhance internal processes for portfolio construction and strategy.
• Evaluate international and domestic equity asset classes.

Skills

Investment management

Wealth management

Analytical skills

Client relationship management

Communication skills

Education

Bachelor’s Degree in Finance, Accounting, or Economics

Advanced Degree, JD, or MBA

Tools

FactSet

Bloomberg

Job description

Overview

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The Role

The Portfolio Manager has dual and integrated responsibilities within Truxton Wealth services: constructing and modifying the Truxton investment program and delivering thoughtful client-specific investment management. As a member of Truxton’s Investment Committee, Portfolio Managers evaluate risk and return potential of firm investment strategies. Each Truxton client has a dedicated Portfolio Manager, who writes investment policies appropriate for each client’s goals and circumstances and develops a plan to implement those policies. We are looking for leaders with a passion for investments and empathy for client goals and concerns.

What You Will Be Doing

• Providing the Wealth investment team with insights and recommendations on strategic and tactical asset allocation decisions given current market and economic conditions
• Delivering analytical support and enhancing internal processes for Wealth’s two principal equity strategies, including portfolio construction, idea generation, screening, qualitative analysis and buy/sell decisions
• Evaluating various domestic and international equity asset classes and sectors to identify investment risks and opportunities
• 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 to develop and deliver comprehensive strategic financial advice to Wealth prospects and clients by using quantitative skills to review current investment holdings, budgets, alternative assets, tax situation, estate plans, liquidity needs, insurance coverage, etc.
• Articulating investment concepts, strategies, recommendations, and results to clients and prospects, including written commentary for distribution
• Implementing and maintaining client portfolios ensuring consistency with investment policy, Wealth asset allocation guidelines, appropriate risk controls and desired tax efficiency
• 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
• Firm understanding of trust administration, tax and investment management
• 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

• 10+ 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
• Advanced Degree, JD, or MBA preferred

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 (top-ranking TN bank) based on 3-year ROAE
• Opportunities to grow your expertise, take on new challenges, and gain exposure to a wide range of sophisticated work
• 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
• Opportunities for incentive bonuses through new business referral

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