Portfolio Manager

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.
• Experience modeling cash flows and analyzing statements.
• Strong financial analysis and presentation of conclusions.
• Knowledge of capital markets, global markets, and risk frameworks.
• Experience supporting portfolio management with measurable return objectives.

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.
• Contribute to strategy discussions using macroeconomic and sector analysis.
• Ensure adherence to internal policies, regulatory guidelines, and global strategies.
• Oversee daily investment process aligned with objectives for global portfolios.
• Participate in weekly investment team meetings.
• Comply with risk parameters and risk management framework.

Skills

Financial analysis

Portfolio management

Cash flow modeling

Risk management

Knowledge of financial products

Macroeconomic analysis

Client relationship management

Education

Graduate Degree

Job description

This opportunity is accountable for developing and implementing portfolio strategies aiming to achieve the target risk and return profile for the allocated funds within pre-determined investment parameters. Actively engaged in divisional client support by playing a key role in the establishment and maintenance of strong client relationships.

Review and analyze investments to select assets and manage individual portfolios.

Collaborate on business development opportunities to support initiatives.

Contribute to investment strategy discussions and aid in the development of portfolio strategies based upon the analysis of macroeconomic factors and sector fundamentals.

Manage portfolios ensuring adherence to all applicable internal policies and regulatory guidelines and alignment to global strategies.

Manage daily implementation of the investment process in accordance with investment objectives for global portfolios.

Actively participates in weekly investment team meetings.

Comply with all delegated authorities/risk parameters and demonstrate understanding of the risk management framework.

Requirements

Required Education

Graduate Degree

Required Experience

5 years of relevant experience

Understanding of sophisticated financial products (cash and derivatives).

Experience modeling cash flows and examining accounting statements.

Performing in-depth financial analysis and presenting results and conclusions.

Assisting in the management of portfolios with measurable return objectives and explicit risk parameters.

Advanced knowledge of products and concepts relating to the financial services industry, including financial instruments, financial management, insurance principles, and cash and capital principles.

Advanced knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.

Advanced working knowledge of portfolio management theory.

Advanced knowledge of capital and global markets.

Advanced working knowledge of finance technology processes, procedures, solutions, and best practices.

About the Company

A Fiduciary, Independent Wealth Advisor. Our trusted Wealth Advisors help clients with Asset Allocation, Portfolio Construction, Wealth Creation, Income Generation, Capital Protection, Comprehensive Financial Planning, Retirement Planning, Strategic Planning, Estate Planning, and College Planning.

We serve many different clients, including High-Net-Individuals, Families, Small Businesses, Corporate Executives, Municipalities, and Nonprofits.

We actively manage several US equity, international equity, fixed income, crypto, and blended strategies ranging from large to small-cap equity, income-generating, tax-exempt fixed income, and socially responsible strategies.

The foundation of our investment process and risk-controlled portfolio construction are similar across asset classes and strategies. In addition, at Infinitus Wealth Management, our team advises clients seeking a holistic view of our investment portfolio.

We accept zero commissions and act as a fiduciary, mandated by law and ethically bound to put our clients' interests first in everything we do. Our fee is based on Assets Under Management, so we do well when you do well. Strategies are implemented independently or in combination based on a client's individual goals, needs, and risk tolerance.