Description
JOB TITLE: Portfolio Manager – Investment Officer
JOB CATEGORY: Service Advisor - Investments
PRIMARY FUNCTION(S):
Perform research, manage accounts, maintain client contact and conduct review meetings, and participate in new business presentations.
PRINCIPAL JOB DUTIES AND RESPONSIBILITIES:
1. Perform equity/fixed research to include sector, industry, and company analysis.
2. Manage accounts to include the setting of investment objectives, and asset allocation guidelines.
3. Conduct client review meetings with Account Administrators.
4. Conduct marketing presentations for new business purposes.
5. 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.
6. Able to travel within the TCV footprint with occasional overnight stays as necessary. Driver's License is required.
Requirements
Three to five years of portfolio management experience, with strong verbal and written communications skills, and strong presentation and PC skills. Undergraduate degree, CFA or CFP designation or currently pursuing is required.
Note: The Senior Portfolio Manager level differs from above in the level of judgment and independent decisions.
This description is not intended to cover all the duties of a single job. Additional duties may be assigned, or duties may be reassigned at any time and at the discretion of management.
While performing the duties of this job, the employee is regularly required to sit, talk and hear. The employee frequently is required to stand, walk, and use hands or fingers. The employee is occasionally required to reach with hands and arms and stoop or bend. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. The noise level in the work environment will vary by location. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
