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Truxton · 2 weeks ago

Portfolio Analyst

Nashville, Tennessee

Full-time

Onsite

New Grad, Entry Level

Truxton is a premier provider of wealth, banking, and family office services for wealthy individuals and their families. The Portfolio Analyst position is designed to support client communications and wealth management services, focusing on the organization and creation of client presentations while providing analyses and client service.

Financial Services

Responsibilities

Creating accurate and timely client review presentations for client meetings that occur at least once a year for each client

Developing a deep understanding of our Trust accounting system, FactSet, BlackDiamond, Bloomberg, Morningstar and any future software platforms

Maintaining and developing new presentation templates and exhibits that reflect quality, efficiency and aesthetics

Generating new business presentations for Wealth teams working closely with Portfolio Managers and Wealth Advisors

Supporting the Investment team with regular reports, analytical projects, security analysis, and investment input

Maintaining the weekly Investment Committee meeting minutes and ensuring their timely incorporation into the Administrative and Investment Review Committee (AIRC) meeting on a monthly basis

Assisting the Wealth team with trading activities (stocks, bonds, mutual funds, ETF’s, etc.) from trade execution to settlement ensuring best execution and adherence with WMS protocols

Developing strong knowledge and command of current and anticipated capital market conditions

Understanding Truxton Wealth investment objectives and attendant asset allocation ranges

Working within established Truxton Wealth policies, procedures and guidelines