Portfolio Manager – Investment Officer
The Trust Company of Virginia, a division of TCV Financial, is an employee-owned, independent trust company that provides asset management, trust administration, and estate services to individuals, families, nonprofits and corporations. Headquartered in Richmond, TCVA has branch offices in Williamsburg, Lynchburg, Roanoke, McLean and Knoxville. We excel at providing the highest level of care for our clients’ unique individual needs. Our commitment to providing unparalleled personal service is well-known in our marketplace.
The primary role of the Portfolio Manager will be to collaboratively deliver, execute and communicate investment management services to individual, nonprofit and corporate clients within our footprint.
Principal Job Duties and Responsibilities:
- Responsibility for construction and management of diversified investment portfolios using a variety of TCVA investment strategies and vehicles
- Work with account administrators to develop and document appropriate investment objectives, asset allocation guidelines and appropriate investment strategies for the client base
- Actively participate in equity and fixed income research with the investment team to include sector, industry, company and fixed income credit analysis
- Assist with evaluation, screening, selection and management of mutual funds and other investment managers
- Conduct and summarize economic analysis and research
- Perform rebalancing/trading analysis within client accounts
- Participate and serve on the TCVA Investment committee
- Work collaboratively with account administrators and other members of the portfolio management team
- Conduct portfolio reviews with account administrators and communicate complicated investment concepts to a varied client base
- Participate in client business development meetings with account administrators and management
- Travel within the TCVA footprint with occasional overnight stays as necessary. Driver’s license is required
Education and Experience:
- 5 years or more of related work experience preferred.
- Undergraduate/Graduate degree in Finance/Economics preferred
- CFA or CFP designation or working towards is preferred. Preference will be given to candidates who are actively pursuing a CFA designation and who have passed Level I or II of the program.
- Ability to communicate complex investment and market concepts in a clear, concise manner to a variety of clients.
- Strong analytical skills are required. Detail oriented and organized.
- Work collaboratively with client team to deliver fiduciary services and achieve client satisfaction.
- Strong written and oral communication skills, as well as presentation skills.
- Ability to adjust communication style to varying audiences.