Portfolio Manager

Requirements

• 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.
• Office based, 8:30am-5:00pm

Additional Information

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. 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 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.

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