Senior Wealth Portfolio Strategist

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

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.