Portfolio Manager
Job in
Greenville, Greenville County, South Carolina, 29610, USA
Listed on 2026-01-12
Listing for:
Nashville Public Radio
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Portfolio Manager, Wealth Management, Financial Consultant -
Management
Portfolio Manager, Wealth Management
Job Description & How to Apply Below
Summary
Foster Victor's mission is to help our clients achieve their lifetime goals through holistic financial planning. Developing our investment philosophies and portfolios is a crucial part of our ability to accomplish this. The ideal candidate will enjoy managing existing portfolios, creating new portfolios, and finding alternative investment opportunities for clients.
Goals- To understand, articulate and emulate the firm's purpose and core values
- To become an integral part of the FV team, culture and workflow
- To be an effective problem solver
- The ability to thrive in a fast-paced, high-volume environment
- Develop new investment ideas and portfolios
- Manage portfolio holdings and research replacements
- Review quarterly earnings calls
- Present ideas and trends to investment team
- Regularly review current holdings and asset allocations
- Manage fund wholesaler relationships
- Participate in client meetings as the Investment Guru
- Assist in research and management of alternative investment solutions
- Create investment tools, recommendations, and research for advisors and clients
- Participate in Quarterly Best Execution Committee meetings
- Run Monthly Investment Committee meetings
- Prepare monthly/quarterly Client newsletter on markets
- Review QL 401k models and outside 401k recommendations
- Supervise cost-basis analysis for incoming and existing accounts
- Supervise creation of investment materials for client meetings
- Supervise the creation and maintenance of all investment collateral and reports
- Assist in various internal investment audits
- Supervise Proxy Voting
- IPS template and education
- Mentoring and educating staff
- Chartered Financial Analyst (CFA)
- Bachelor's Degree
- MBA (preferred)
- Series 65 (preferred)
- 10-15+ years of Investment and Portfolio Management Experience
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