Associate Portfolio Manager jobs in United States
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Truxton · 12 hours ago

Associate Portfolio Manager

positionNashville Metro
timeFull-time
remoteOnsite
seniorityMid Level
date3+ years exp

Truxton is a premier provider of wealth, family office, and banking services for wealthy individuals. The Associate Portfolio Manager position is designed to prepare promising investment professionals to be Portfolio Managers, involving analytical support, trading operations, and client communications.

Financial Services
Hiring Manager
Swan Burrus
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Responsibilities

Shadowing Portfolio Managers, performing client-specific work and assisting with management of investment focus areas
Evaluating various domestic and international equity asset classes and sectors to identify investment risks and opportunities
Maintaining strong knowledge and command of current and anticipated capital market conditions and how it relates to Truxton Wealth portfolio positioning
Providing broad analytical support for the Wealth investment platform on third party investment products including Separately Managed Accounts, ETF’s, Mutual Funds, and alternative asset managers
Partnering with Wealth Advisors on specific client and prospect cases to develop an understanding of the process; learning foundational command of trust administration, tax and investment management
Facilitating internal and external investment-related discussions and communications, consistent with Truxton Wealth’s philosophy and style
Providing world-class service to clients and prospects through effective articulation and communication of investment concepts, strategies, recommendations, and results
Analyzing the portfolios of clients and prospects using custodial statements and various software systems
Learning to implement and maintain client portfolios, ensuring consistency with investment policy, Truxton Wealth asset allocation guidelines, appropriate risk controls, and desired tax efficiency
Creating and reviewing investment related content such as client proposals and reviews, market and economic updates, and topical investment commentaries
Serving as advocates for Truxton Wealth by seeking new client relationships and deepening existing client relationships

Qualification

Wealth management experienceAnalytical systems proficiencyInvestment management knowledgeProfessional designation CFPProfessional designation CFAProfessional designation etc.Client communication skillsEntrepreneurial mindsetTeamwork

Required

3+ years of relevant wealth and investment management experience
Proficient in robust analytical systems such as FactSet and Bloomberg
Strong foundational command of the investment and comprehensive wealth management industry, practices and issues
Eager to understand client's financial situations and personal circumstances
Able to deliver distinctive and thoughtful client service and expertise in a manner that secures client confidence
Adoption of our culture of entrepreneurship and teamwork

Preferred

Bachelor's Degree in Finance, Accounting, or Economics preferred
Pursuing or holding a professional designation (CFP, CFA, CTFA, CPA, etc.)

Benefits

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

Company

Truxton

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Truxton is a premier provider of wealth, banking, and family office services for wealthy individuals, their families, and their business interests.
dateFounded in 2004
location
Nashville, Tennessee, US
people-size51-200 employees
web-link
https://www.truxtontrust.com

Funding

Current Stage
Growth Stage

Leadership Team

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Tom Stumb
Chairman and CEO
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Austin Branstetter, CFA
Chief Financial Officer
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Company data provided by crunchbase