Portfolio Manager (Wealth Management)

TL;DR

Portfolio Manager (Wealth Management): Managing client accounts and conducting equity/fixed income research with an accent on asset allocation and client relationship management. Focus on optimizing investment objectives, executing trading functions, and delivering business presentations for new client acquisition.

Location: On-site in Knoxville, TN

Company

hirify.global is an employee-owned independent trust company providing asset management, trust administration, and estate services.

What you will do

• Perform equity and fixed income research, including sector, industry, and company analysis.
• Manage accounts by setting investment objectives and asset allocation guidelines.
• Conduct client review meetings and marketing presentations for new business.
• Assist in equity and fixed income trading functions.
• Communicate investment functions internally to administrators and externally to the client base.
• Travel within the TCV footprint as necessary.

Requirements

• Must be based in or able to work on-site in Knoxville, TN
• 3-5 years of portfolio management experience.
• Undergraduate degree.
• CFA or CFP designation (or currently pursuing) is required
• Excellent verbal and written communication and presentation skills.
• Valid driver's license for travel.

Culture & Benefits

• 100% employee-owned with ESOP eligibility after one year of service.
• Comprehensive benefit package and competitive salary.
• Office-based environment with a flexible schedule.
• Strong company culture supporting community and charitable organizations.