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TCB
This role involves providing research-backed investment advice on funds to the sales team and supporting the construction and management of model portfolios for client recommendations. The position requires formulating and reviewing recommended funds lists across various asset classes while preparing analytical reports on fund performance. Additionally, the role entails maintaining relationships with fund managers and assisting sales teams with client proposals and investment advisory services.
Located in Northern VA, TCB Inc provides IT support as an managed service provider. TCB specializes in IT consulting and managed IT services.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for TCB.
TCB didn’t post a salary, so this is our estimate from similar listings.
8% below the average for this role