Job Details

Location: Onsite at listed location Summary: We're seeking a Junior Portfolio Strategist to join our Investment Team supporting Senior Strategists across the East Tennessee Trust markets. This role is ideal for analytical professionals who enjoy precision, structure, and contributing to investment outcomes without the pressure of client sales or presentations. As a Junior Strategist, you'll support portfolio management through daily trading, portfolio maintenance, and compliance oversight for Trust accounts. You'll serve as the primary liaison with SEI, our investment platform partner, ensuring portfolios are executed accurately and efficiently. By streamlining these processes, you'll enable senior team members to focus on strategy, research, and client engagement. This is a hands-on opportunity to build foundational experience in trust portfolio management, with exposure to investment reviews, performance reporting, and cross-regional collaboration. We value disciplined analysis, atte...Portfolio, Strategist, Junior, Investment, Technology