Company Overview:

At Private Wealth Group, we pride ourselves on offering personalized financial solutions to our clients, helping them preserve and grow their wealth. Our team of dedicated professionals is committed to providing exceptional service, leveraging deep industry knowledge, and fostering long-term client relationships. As a part of our growth, we are seeking an Associate Portfolio Manager to join our dynamic team.

Position: Associate Portfolio Manager

Location: Nashville, TN | Job Type: Full-Time | Experience Level: Entry-Level to Intermediate

Role Overview:

As an Associate Portfolio Manager, you will play a crucial role in supporting the portfolio management team. This position is ideal for a motivated individual with a strong interest in financial markets and investment strategies. You will assist in managing client portfolios, conducting research, and developing investment strategies to meet client objectives, with significant opportunities for professional growth and development.

Key Responsibilities:

• Assist in managing client portfolios, ensuring alignment with clients' investment goals and risk tolerance.
• Conduct market research and analysis to identify investment opportunities.
• Support senior portfolio managers in developing and implementing investment strategies.
• Prepare and present portfolio performance reports to clients.
• Monitor and review portfolio performance, making adjustments as necessary.
• Maintain up-to-date knowledge of market trends, economic conditions, and financial products.
• Collaborate with the client service team to ensure exceptional client experiences.
• Participate in client meetings and provide support in addressing client inquiries and concerns.

Qualifications:

• Bachelor’s degree in Finance, Economics, Business, or a related field.
• Basic understanding of financial markets, investment strategies, and portfolio management.
• Strong analytical skills with the ability to interpret financial data.
• Excellent communication and interpersonal skills.
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).
• Ability to work independently and as part of a team.
• Eagerness to learn and develop within the role.
• Relevant internships or work experience in finance or investment management is a plus.

What We Offer:

• Competitive salary and performance-based incentives.
• Professional development opportunities and ongoing training.
• Supportive and collaborative work environment.
• Opportunity to grow within a reputable and forward-thinking wealth management firm.

Private Wealth Group is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Job Type: Full-time

Pay: $30,358.55 - $60,646.86 per year

Benefits:

• 401(k)
• 401(k) matching
• Paid time off

Physical setting:

• Office

Schedule:

• Monday to Friday

Ability to Relocate:

• Nashville, TN: Relocate before starting work (Required)

Work Location: In person