Nashville Public Radio
Summary
Foster Victor's mission is to help our clients achieve their lifetime goals through holistic financial planning. Developing our investment philosophies and portfolios is a crucial part of our ability to accomplish this. The ideal candidate will enjoy managing existing portfolios, creating new portfolios, and finding alternative investment opportunities for clients.
Goals
To understand, articulate and emulate the firm's purpose and core values
To become an integral part of the FV team, culture and workflow
To be an effective problem solver
The ability to thrive in a fast-paced, high-volume environment
Roles & Responsibilities
Develop new investment ideas and portfolios
Manage portfolio holdings and research replacements
Review quarterly earnings calls
Present ideas and trends to investment team
Regularly review current holdings and asset allocations
Manage fund wholesaler relationships
Participate in client meetings as the Investment Guru
Assist in research and management of alternative investment solutions
Create investment tools, recommendations, and research for advisors and clients
Participate in Quarterly Best Execution Committee meetings
Run Monthly Investment Committee meetings
Prepare monthly/quarterly Client newsletter on markets
Review QL 401k models and outside 401k recommendations
Supervise cost-basis analysis for incoming and existing accounts
Supervise creation of investment materials for client meetings
Supervise the creation and maintenance of all investment collateral and reports
Assist in various internal investment audits
Supervise Proxy Voting
IPS template and education
Mentoring and educating staff
Basic Requirements
Chartered Financial Analyst (CFA)
Bachelor's Degree
MBA (preferred)
Series 65 (preferred)
10-15+ years of Investment and Portfolio Management Experience
#J-18808-Ljbffr
Goals
To understand, articulate and emulate the firm's purpose and core values
To become an integral part of the FV team, culture and workflow
To be an effective problem solver
The ability to thrive in a fast-paced, high-volume environment
Roles & Responsibilities
Develop new investment ideas and portfolios
Manage portfolio holdings and research replacements
Review quarterly earnings calls
Present ideas and trends to investment team
Regularly review current holdings and asset allocations
Manage fund wholesaler relationships
Participate in client meetings as the Investment Guru
Assist in research and management of alternative investment solutions
Create investment tools, recommendations, and research for advisors and clients
Participate in Quarterly Best Execution Committee meetings
Run Monthly Investment Committee meetings
Prepare monthly/quarterly Client newsletter on markets
Review QL 401k models and outside 401k recommendations
Supervise cost-basis analysis for incoming and existing accounts
Supervise creation of investment materials for client meetings
Supervise the creation and maintenance of all investment collateral and reports
Assist in various internal investment audits
Supervise Proxy Voting
IPS template and education
Mentoring and educating staff
Basic Requirements
Chartered Financial Analyst (CFA)
Bachelor's Degree
MBA (preferred)
Series 65 (preferred)
10-15+ years of Investment and Portfolio Management Experience
#J-18808-Ljbffr