Portfolio Manager
Truxton Trust Company
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Benefits offered by this job
Job summary
Qualifications
- 10+ years of relevant wealth and investment management experience.
- Strong foundational command of investment and comprehensive wealth management.
- Eager to understand clients’ financial situations.
- Advanced Degree (JD or MBA) preferred.
Responsibilities
- Evaluate risk and return potential of firm investment strategies.
- Provide insights and recommendations on asset allocation.
- Implement and maintain client portfolios.
- Support Wealth platform with third‑party products including SMAs, ETFs, mutual funds and alternatives.
- Collaborate with Wealth Advisors to deliver comprehensive financial advice to prospects and clients.
- Explain investment concepts, strategies and results to clients in written and verbal form.
- Maintain client portfolios in line with policy and tax efficiency.
- Grow Truxton Wealth by developing new client relationships.
Skills
Education
Tools
Job description
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.
- 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
- 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
- 10+ years of relevant wealth and investment management experience
- Proficient in robust analytical systems such as FactSet and Bloomberg
- Bachelor’s Degree in Finance, Accounting, or Economics preferred
- Advanced Degree, JD, or MBA preferred
Truxton is a premier provider of wealth, banking, and family office services for wealthy individuals, their families, and their business interests. Serving clients across the world, Truxton’s vastly experienced team of professionals provides customized solutions to its clients’ complex financial needs. Founded in 2004 in Nashville, Tennessee, Truxton upholds its original guiding principle: do the right thing. Truxton Trust Company is a subsidiary of financial holding company, Truxton Corporation (OTCPK: TRUX).
To do the right thing every day, putting our clients’ interests first, with distinctive, comprehensive financial solutions that protect and promote client prosperity and quality of life.
- 401k + company match
- Paid federal holidays and vacation
- Employee assistance program (EAP)
- Support towards continued learning and industry certifications
- 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
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