Portfolio Manager

TCV Trust & Wealth Management / Portfolio Manager / Knoxville, TN

TCV Trust & Wealth Management (TCV) a fully employee-owned, independent trust company providing asset management, trust administration, and estate services to individuals, families, nonprofits, and corporations is seeking a

Portfolio Manager – Investment Officer

to join their team in

Knoxville, TN .

The

Portfolio Manager-Investment Officer

will be responsible for performing research, managing accounts, maintaining client contact and conducting review meetings as well as participating in new business presentations.

Benefits of the Job:
100% employee-owned, ESOP eligibility after one year of service
Comprehensive benefit package and competitive salary
Office based with a flexible schedule
Strong company culture that supports community and charitable organizations

Requirements of the Portfolio Manager:
3-5 years of portfolio management experience
Undergraduate degree, CFA or CFP designation or currently pursuing is required
Excellent verbal and written communications skills
Strong presentation skills, computer proficiency and working knowledge of office suite software

Responsibilities:
Perform equity/fixed research to include sector, industry, and company analysis
Manage accounts to include the setting of investment objectives, and asset allocation guidelines
Conduct client review meetings with Account Administrators
Conduct marketing presentations for new business purposes
Periodically responsible for: (1) assisting in the equity and fixed income trading functions (2) communicating matters relating to the investment functions internally to account administrators (3) assisting in the communication of the investment functions externally to our client base
Able to travel within the TCV footprint with occasional overnight stays as necessary. Valid driver's license is required

TCV is focused exclusively on wealth management and guided solely by our one-on-one client centered approach. We share our experiences and expertise and make available quality solutions to achieve our client’s specific needs.

TCV has offices in Richmond, Williamsburg, Roanoke, McLean and Knoxville, TN. We excel at providing the highest level of care for our clients’ unique individual needs. Our commitment to providing unparalleled personal service is well-known in our marketplace.

Skillcloud HCM Solutions has been engaged to manage this search. NO PHONE CALLS OR RECRUITERS PLEASE

TCV Trust & Wealth Management is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ancestry, familial status, age, physical or mental disability, pregnancy, sexual orientation, gender identity, genetic information, veteran status, or any other characteristic protected by law.