Director, Venture Investing

Valtrion Capital Management is looking for a Director of Investment to lead their investment strategies and manage client portfolios. This role involves collaborating with financial advisors and engaging directly with clients through webinars. The ideal candidate will have a strong background in investment management and a passion for helping clients succeed financially.

What You’ll Do

• Design and manage investment portfolios for clients
• Trade portfolios using Charles Schwab’s iRebal
• Conduct in-depth security analysis for investment decisions
• Support financial advisors with expert investment advice
• Engage with clients through quarterly webinars
• Monitor portfolio performance and make necessary adjustments

What You Need

• Bachelor’s degree in finance, economics, or a related field
• Advanced certifications like CFA or Level III CFA Candidate
• At least 3 years of experience in investment management or portfolio construction
• Strong knowledge of financial markets and securities analysis
• Excellent communication skills for presenting investment concepts
• Experience with investment management software
• Ability to work in a fast-paced environment

What You’ll Love

• Competitive salary and benefits package
• Opportunity to shape investment strategies
• Collaborative and supportive work environment
• Direct impact on helping clients achieve financial goals

About the Firm

• Valtrion Capital Management is a growing financial services firm
• They focus on providing exceptional investment strategies
• Dedicated to client education and financial guidance
• Located in the Nashville Metropolitan Area