Portfolio Manager

Responsibilities

• Perform equity/fixed research to include sector, industry, and company analysis.
• Manage accounts to include the setting of investment objectives, and asset allocation guidelines.
• Congduct client review meetings with Account Administrators.
• Congduct marketing presentations for new business purposes.
• Periodically responsible for: (1) assisting in the equity and fixed income trading functions (2) communicating matters relating to the investment functions internally to account administrators (3) assisting in the communication of the investment functions externally to our client base.
• Able to travel within the TCV footprint with occasional overnight stays as necessary. Valid driver's license is required.

Qualifications

• 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.

Benefits

• Pay in the range of $89,000 - $135,000, offer commensurate with experience.
• Majority employee-owned, ESOP eligibility after one year of service.
• Comprehensive benefit package and competitive salary
• Strong company culture that supports community and charitable organizations.

Schedule

• Office based, 8:30am-5:00pm