Portfolio Analyst

Finance · Full-time · Knoxville, US

Job description

Why We Exist

At the Trust Company of Tennessee, we believe everyone can live confidently and reach their financial goals. Would you like to be part of a team that works with individuals, families, businesses, and foundations to identify what success looks like and formulate a plan to get there? Come join our team of Wealth Management, Trust, Estate Administration, and Corporate Retirement Plan professionals who proudly help clients achieve their dreams.

Inclusion Statement

The Trust Company strives to continuously develop our company-wide identity to ensure people feel comfortable, safe, and valued through open, proactive communication. Our goal in doing so is to allow individuals to be heard, accepted, and celebrated for their differences.

Job Title: Portfolio Analyst

Reports To: Chief Investment Officer

Classification: Full Time – Exempt

Core Purpose

The Portfolio Analyst is responsible for managing assets with a full understanding of our investment philosophy, process, and client-specific objectives. The position will work closely with TTC’s client service teams to understand each account’s return and risk objectives and unique circumstances.

Responsibilities

Shows a commitment to The Trust Company’s Mission, Core Values, and Client Promise.
Performs asset management activities for wealth management accounts, personal trusts, endowments, and other investment advisory relationships.
Performs account reviews to ensure holdings are aligned with the Investment Policy Statement (IPS).
Executes trades in accounts based on investment decisions and regular account reviews.
Ensures all accounts have a current and signed IPS documented in their respective folders.
Responsible for adhering to regulations and internal policies, as well as responding to escalating risk issues in a timely manner.
Provides a proactive and timely service to the client service team so they can deliver relevant information to clients and prospects.
Maintains complete and thorough knowledge and understanding of client investment parameters.
Advises on new accounts and assists in the process of transitioning positions to TTC models – including understanding tax consequences when applicable.
Understands and effectively communicates how economic and market environments impact portfolio performance.
Assists with ensuring that benchmarks and asset categories are correct in Black Diamond.
Assists with pulling and storing monthly performance information and updating monthly investment materials when needed.
Assists with improving and strengthening the portfolio management process via the use of software and other tools to reduce manual and more time-consuming processes.
Works with the CIO to refine and execute on investment philosophy and policy with clients based on their goals, objectives, and risk tolerance.
Other tasks and projects as assigned.