Valtrion Capital Management · 1 day ago
Portfolio Manager/Trader
Nashville Metro
Full-time
Onsite
Lead/Staff, Director/Executive
3+ years expValtrion Capital Management is a dynamic financial services firm dedicated to providing exceptional investment strategies and financial guidance to clients. They are seeking a highly skilled Director of Investments to lead investment strategies, manage portfolios, and support advisors in delivering top-notch investment solutions.
Financial Services
Responsibilities
Portfolio Design & Management: Lead the development, implementation, and ongoing monitoring of client portfolios to ensure optimal performance and risk management
Portfolio Trading: Implement the portfolios by trading on Charles Schwab’s iRebal
Market Analysis: Perform in-depth security analysis, providing actionable insights to guide investment decisions and assist in portfolio construction
Advisor Support: Provide expert investment advice and support to our financial advisors to help them deliver tailored investment solutions to clients
Client Engagement: Conduct quarterly client webinars to discuss market trends, portfolio performance, and the firm’s investment outlook
Point of Sale Assistance: Provide input and assistance at the point of sale, helping advisors present investment solutions and answer client questions
Reporting & Monitoring: Regularly review portfolio performance, track key metrics, and make necessary adjustments to ensure alignment with client goals
Qualification
Required
A bachelor's degree in finance, Economics, or a related field; advanced certifications such as CFA, CFP, or MBA are a plus
Minimum of 3 years of experience in investment management, portfolio construction, or related fields
Strong experience with financial markets, securities analysis, and asset allocation strategies
Proven ability to design, implement, and monitor portfolios across asset classes
Excellent communication skills, with the ability to present complex investment concepts clearly and effectively to both internal stakeholders and clients
Proficiency in investment management software and financial modeling tools
Ability to thrive in a fast-paced environment while maintaining attention to detail and client-focused service
Preferred
Experience hosting webinars or similar client-facing events is a plus
Preference for candidates located in the Nashville, TN area, but open to remote arrangements for the right candidate
Benefits
Health benefits
Retirement plans
Performance-based incentives
Company
Valtrion Capital Management
At Valtrion Capital Management, we specialize in guiding three distinct client groups each with unique challenges and opportunities.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Luis Galdamez Jr., CFA, CFP®, CMT®, CIPM, ChFC®
Co-Founder & Managing Partner
Company data provided by crunchbase