Investment Portfolio Manager jobs in Tennessee

Job Overview:
We are seeking a highly skilled and experienced Portfolio Manager to join our team. As a Portfolio Manager, you will be responsible for managing investment portfolios and providing strategic financial guidance to clients. This role requires strong analytical skills, financial acumen, and the ability to make informed investment decisions.

Duties:
- Develop and implement investment strategies for clients based on their financial goals and risk tolerance
- Conduct thorough research and analysis of investment opportunities, including stocks, bonds, and other securities
- Monitor market trends and economic conditions to identify potential risks and opportunities
- Perform risk analysis and develop risk mitigation strategies
- Manage client portfolios by making informed investment decisions and executing trades
- Provide regular portfolio performance updates to clients and recommend adjustments as needed
- Collaborate with other departments such as research, underwriting, and investment banking to gather information and insights
- Utilize financial planning tools and software to create comprehensive financial plans for clients

• Process approval for scopes of work during maintenance events and property turnover
• Oversee new investor onboarding
• Build and maintain investor relationships
• Leverage various technology to ensure accuracy of internal and external communication
• Collaborate with leadership, interdepartmentally, and with the investor in conflict resolution and innovation of processes
• Set timelines, expectations, and ensure completion of strategies and tasks as assigned
• Routine analysis of financial analytics, relationship management, data accuracy, and achievement of investor and company goals
• Adopt, execute, and adhere to company core values, strategies, directives, and goals
• Other duties as assigned

Requirements:
- Bachelor's degree in Finance, Economics, or a related field (recommended not preferred)
- Proven experience in portfolio management or a similar role
- Strong knowledge of investment principles, financial markets, and securities
- Proficiency in using financial analysis tools such as Bloomberg or similar platforms
- Excellent analytical skills with the ability to interpret complex financial data
- Strong understanding of risk management techniques
- Exceptional communication skills with the ability to effectively present complex information to clients
- Detail-oriented with strong organizational skills

We offer competitive compensation packages commensurate with experience.

Note: All positions must be paid, including internship positions.

Job Type: Full-time

Pay: $50,140.75 - $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Experience level:

• 5 years

Schedule:

• 8 hour shift
• Monday to Friday
• No weekends

Experience:

• Portfolio management: 5 years (Required)

Ability to Commute:

• Memphis, TN 38122 (Required)

Ability to Relocate:

• Memphis, TN 38122: Relocate before starting work (Required)

Work Location: In person