Location: In-office position in our Richmond Virginia branch.

TCV Trust & Wealth Management (TCV) is an employee-owned, independent trust company that provides asset management, trust administration, and estate services to individuals, families, nonprofits, and corporations. TCV has offices in Richmond, Williamsburg, Roanoke, McLean and Knoxville, TN. 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 is to perform research, manage accounts, maintain client contact and conduct review meetings, and participate in new business presentations.

Principal Job Duties and 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. Driver’s License is required.

Qualifications:

Three to five years of portfolio management experience, with strong verbal and written communications skills, and strong presentation and PC skills. Undergraduate degree, CFA or CFP designation or currently pursuing is required.

Note: The Senior Portfolio Manager level differs from above in the level of judgment and independent decisions.

Apply:

To apply, please send your resume to Darcy Furr, our Human Resources Consultant, at HR Business Solutions – dfurr@hrbsolutions.com. Note TCV in the subject line.

TCV is an Equal Employment Opportunity employer.

NOTE: This description is not intended to cover all the duties of a single job. Additional duties may be assigned or duties may be reassigned at any time and at the discretion of management.