Portfolio Manager (14153-7)
Job Type :
Direct
Hours :
Full Time
Required Years of Experience :
5
Required Education :
BS
Travel :
No
Relocation :
No
Job Industry :
Accounting - Finance
Job Category :
Financial Services
Job Description :
Unique opportunity for CFA (or CFA candidate) to join a growing private investment advisory firm based in Knoxville, TN. This is a high-visibility role with exceptional long-term growth potential. We are seeking someone with a high level of inquisitiveness and technical investment expertise to measure and analyze performance of client investment portfolios and external managers. Base salary $120-130K plus significant bonus potential and exceptional benefits. Relocation assistance available.
Required Qualifications :
Minimum requirements include a BS Degree (Finance or Accounting) plus a minimum of 5 years' experience in financial services with an emphasis on technical investing. Must be a clear and confident communicator who is teachable, coachable, and has a desire to use their skill to serve the firm's clients. Expert level Excel skills are required. CFA or CFA candidate strongly preferred. Advanced degrees (MBA, M.Acc., etc.) and other related certifications (CFP, CPA) would be a plus.