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Manager Portfolio Performance Analyst Jobs in Tennessee

Portfolio Manager

Knoxville, TN ยท On-site

$70 - $90/hr

TCV Trust & Wealth Management / Portfolio Manager / Knoxville, TN TCV Trust & Wealth Management ... Perform equity/fixed research to include sector, industry, and company analysis. * Manage accounts ...

Portfolio Manager

Knoxville, TN ยท On-site

$89K - $135K/yr

TCV Trust & Wealth Management / Portfolio Manager / Knoxville, TN TCV Trust & Wealth Management ... Perform equity/fixed research to include sector, industry, and company analysis. * Manage accounts ...

Portfolio Manager

Knoxville, TN ยท On-site

$89K - $135K/yr

TCV Trust & Wealth Management / Portfolio Manager / Knoxville, TN TCV Trust & Wealth Management ... Perform equity/fixed research to include sector, industry, and company analysis. * Manage accounts ...

Underwriting Team Lead

Memphis, TN ยท On-site

$120 - $180/hr

... managing portfolio performance, and supporting business growth. Key Responsibilities * Lead ... Financial acumen, including ability to analyze portfolio performance and profitability drivers.

... performance. Under the supervision and direction of the Group Portfolio Manager or Market ... Analyze credit requests and perform financial statement analysis utilizing the bank's standardized ...

... performance. Under the supervision and direction of the Group Portfolio Manager or Market ... Analyze credit requests and perform financial statement analysis utilizing the bank's standardized ...

... performance. Under the supervision and direction of the Group Portfolio Manager or Market ... Analyze credit requests and perform financial statement analysis utilizing the bank's standardized ...

Strong leadership and people management capabilities across underwriting teams * Financial acumen, including ability to analyze portfolio performance and profitability drivers * Strategic thinking ...

Strong leadership and people management capabilities across underwriting teams * Financial acumen, including ability to analyze portfolio performance and profitability drivers * Strategic thinking ...

Showing results 21-40

Manager Portfolio Performance Analyst information

What does a manager portfolio performance analyst do?

A Manager Portfolio Performance Analyst is responsible for overseeing the evaluation and reporting of investment portfolio performance. They analyze financial data, monitor portfolio returns, assess risk, and identify trends to help organizations optimize their investment strategies. This role often involves preparing detailed reports for senior management, ensuring compliance with investment guidelines, and collaborating with other teams to improve performance outcomes. Strong analytical skills and knowledge of financial markets are essential for this position.

What are the key skills and qualifications needed to thrive as a manager portfolio performance analyst?

To thrive as a Manager Portfolio Performance Analyst, you need strong analytical skills, financial acumen, and experience in portfolio management, often supported by a degree in finance, economics, or a related field. Familiarity with portfolio analysis tools, advanced Excel, data visualization platforms, and certifications like CFA or FRM are typically required. Exceptional communication, attention to detail, and leadership abilities help you convey insights and drive team performance. These skills are crucial for accurately assessing investment performance, mitigating risk, and supporting strategic decision-making in investment management.

How does a manager portfolio performance analyst typically collaborate with other departments to optimize investment outcomes?

As a Manager Portfolio Performance Analyst, you will regularly collaborate with teams such as portfolio management, risk, and client relations. This cross-functional interaction is essential for analyzing performance data, identifying trends, and providing actionable insights that inform investment strategies. Effective communication and teamwork are crucial, as you may present findings to senior leadership or clients, and work with IT or data teams to improve reporting tools. These collaborations help ensure that investment decisions are well-informed and aligned with organizational goals.

What is the difference between Manager Portfolio Performance Analyst vs Portfolio Analyst?

AspectManager Portfolio Performance AnalystPortfolio Analyst
ResponsibilitiesOversees portfolio performance, develops strategies, manages teamAnalyzes portfolio data, prepares reports, supports decision-making
Required CredentialsBachelor's degree, possibly certifications like CFABachelor's degree, often similar certifications
Work EnvironmentFinancial firms, investment departmentsFinancial firms, asset management companies
Employer UsageUsed in roles with managerial oversightUsed in analytical support roles

The Manager Portfolio Performance Analyst typically has leadership responsibilities, overseeing performance strategies and teams, while the Portfolio Analyst focuses on data analysis and reporting. Both roles require similar credentials and are found in similar environments, but differ in scope and seniority.

What are the most commonly searched types of Portfolio Performance Analyst jobs in Tennessee?

The most popular types of Portfolio Performance Analyst jobs in Tennessee are:

What cities in Tennessee are hiring for Manager Portfolio Performance Analyst jobs?

Cities in Tennessee with the most Manager Portfolio Performance Analyst job openings:

Portfolio Manager

Skillcloud HCM

Knoxville, TN โ€ข On-site

$70 - $90/hr

Other

Re-posted 27 days ago


Job description

TCV Trust & Wealth Management / Portfolio Manager / Knoxville, TN

TCV Trust & Wealth Management (TCV) a fully employee-owned, independent trust company providing asset management, trust administration, and estate services to individuals, families, nonprofits, and corporations is seeking a Portfolio Manager โ€“ Investment Officer to join their team in Knoxville, TN.

The Portfolio Manager-Investment Officer will be responsible for performing research, managing accounts, maintaining client contact and conducting review meetings as well as participating in new business presentations.

Benefits of the job:
  • Majority employee-owned, ESOP eligibility after one year of service.
  • Comprehensive benefit package and competitive salary
  • Strong company culture that supports community and charitable organizations.
Requirements of the Portfolio Manager:
  • 3-5 years of portfolio management experience
  • Undergraduate degree, CFA or CFP designation or currently pursuing is required.
  • Excellent verbal and written communications skills
  • Strong presentation skills, computer proficiency and working knowledge of office suite software.
  • Office based, 8:30am-5:00pm
Responsibilities:
  • Perform equity/fixed research to include sector, industry, and company analysis.
  • Manage accounts to include the setting of investment objectives, and asset allocation guidelines.
  • Conduct client review meetings with Account Administrators.
  • Conduct marketing presentations for new business purposes.
  • 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.
  • Able to travel within the TCV footprint with occasional overnight stays as necessary. Valid driverโ€™s license is required.

TCV is focused exclusively on wealth management and guided solely by our oneโ€‘onโ€‘one client centered approach. We share our experiences and expertise and make available quality solutions to achieve our clientโ€™s specific needs.

TCV has offices in Richmond, Williamsburg, Roanoke, McLean and Knoxville, TN. We excel at providing the highest level of care for our clientsโ€™ unique individual needs. Our commitment to providing unparalleled personal service is wellโ€‘known in our marketplace.

Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ancestry, familial status, age, physical or mental disability, pregnancy, sexual orientation, gender identity, genetic information, veteran status, or any other characteristic protected by law.

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