Truxton · 13 hours ago
Portfolio Manager
Nashville Metro
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expTruxton is a premier provider of wealth, family office, and banking services for wealthy individuals, their families, and their business interests. The Portfolio Manager will be responsible for constructing and modifying investment programs while delivering tailored investment management to clients, evaluating risks and opportunities in various asset classes, and collaborating with Wealth Advisors to provide comprehensive financial advice.
Financial Services
Hiring Manager
Swan Burrus
Responsibilities
Providing the Wealth investment team with insights and recommendations on strategic and tactical asset allocation decisions given current market and economic conditions
Delivering analytical support and enhancing internal processes for Wealth’s two principal equity strategies, including portfolio construction, idea generation, screening, qualitative analysis and buy/sell decisions
Evaluating various domestic and international equity asset classes and sectors to identify investment risks and opportunities
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 to develop and deliver comprehensive strategic financial advice to Wealth prospects and clients by using quantitative skills to review current investment holdings, budgets, alternative assets, tax situation, estate plans, liquidity needs, insurance coverage, etc
Articulating investment concepts, strategies, recommendations, and results to clients and prospects, including written commentary for distribution
Implementing and maintaining client portfolios ensuring consistency with investment policy, Wealth asset allocation guidelines, appropriate risk controls and desired tax efficiency
Serving as advocates for Truxton Wealth by seeking new client relationships and deepening existing client relationships
Qualification
Required
10+ 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
Firm understanding of trust administration, tax and investment management
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
Advanced Degree, JD, or MBA
CFA Charter Holder designation
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
Truxton is a premier provider of wealth, banking, and family office services for wealthy individuals, their families, and their business interests.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Tom Stumb
Chairman and CEO
Austin Branstetter, CFA
Chief Financial Officer
Company data provided by crunchbase