Portfolio Analyst
2 weeks ago
We are seeking a motivated and analytically driven Portfolio Analyst to join a growing wealth management team in the Richmond area. This is a direct-hire, long-term opportunity designed for candidates who want to build a career in investment management.This role offers a clearly defined advancement path with structure, mentorship, and hands-on exposure, progressing from Portfolio Analyst Senior Portfolio Analyst Portfolio Manager.Why This Role Stands OutDirect-hire, permanent position (not contract)Long-term career track with a structured development planFull support to obtain Series 7 and Series 66 licensesClose mentorship from senior analysts and portfolio managersExposure to real portfolio decision-making and client strategiesWhat Youll DoSupport portfolio managers with investment analysis, research, and reportingAnalyze portfolios for asset allocation, performance, and riskAssist with portfolio rebalancing, trading, and model updatesPrepare investment commentary, performance reports, and client-facing materialsCollaborate with advisors and senior analysts to support client investment strategiesLearn firm investment philosophy, processes, and compliance standardsCareer Growth PathThis role is intentionally designed for advancement:Portfolio Analyst foundational analysis, research, and portfolio supportSenior Portfolio Analyst increased responsibility, independent analysis, and portfolio inputPortfolio Manager portfolio construction, investment decision-making, and client leadershipThe team is committed to developing talent internally and promoting from within.Licensing & DevelopmentThe firm actively supports and sponsors Series 7 and Series 66 licensingOngoing training, mentorship, and professional development providedIdeal for candidates pursuing a long-term career in wealth and portfolio managementWhat Were Looking ForBachelors degree in Finance, Economics, Accounting, or a related fieldStrong analytical skills and attention to detailInterest in investments, markets, and portfolio managementAbility to work collaboratively in a team environmentMotivation to grow into a senior investment role over timeCompensation & BenefitsCompetitive base salary (commensurate with experience)Comprehensive benefits packageLicensing support and career development investment
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Portfolio Analyst
2 weeks ago
Richmond, United States Magnify Full timeWe are seeking a motivated and analytically driven Portfolio Analyst to join a growing wealth management team in the Richmond area. This is a direct-hire, long-term opportunity designed for candidates who want to build a career in investment management.This role offers a clearly defined advancement path with structure, mentorship, and hands-on exposure,...
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Portfolio Analyst
2 weeks ago
Richmond, VA, United States Magnify.net Full timeWe are seeking a motivated and analytically driven Portfolio Analyst to join a growing wealth management team in the Richmond area. This is a direct-hire, long-term opportunity designed for candidates who want to build a career in investment management.This role offers a clearly defined advancement path with structure, mentorship, and hands-on exposure,...
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Portfolio Analyst
1 week ago
Richmond, VA, United States Magnify.net Full timeWe are seeking a motivated and analytically driven Portfolio Analyst to join a growing wealth management team in the Richmond area. This is a direct-hire, long-term opportunity designed for candidates who want to build a career in investment management.This role offers a clearly defined advancement path with structure, mentorship, and hands-on exposure,...
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Portfolio Analyst
2 weeks ago
Richmond, VA, United States Magnify Full timeWe are seeking a motivated and analytically driven Portfolio Analyst to join a growing wealth management team in the Richmond area. This is a direct-hire, long-term opportunity designed for candidates who want to build a career in investment management. This role offers a clearly defined advancement path with structure, mentorship, and hands-on exposure,...
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Portfolio Analyst
2 weeks ago
Richmond, VA, United States Magnify Full timeWe are seeking a motivated and analytically driven Portfolio Analyst to join a growing wealth management team in the Richmond area. This is a direct-hire, long-term opportunity designed for candidates who want to build a career in investment management. This role offers a clearly defined advancement path with structure, mentorship, and hands-on exposure,...
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Portfolio Analyst
2 weeks ago
Richmond, VA, United States Magnify Full timeWe are seeking a motivated and analytically driven Portfolio Analyst to join a growing wealth management team in the Richmond area. This is a direct-hire, long-term opportunity designed for candidates who want to build a career in investment management. This role offers a clearly defined advancement path with structure, mentorship, and hands-on exposure,...
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Richmond, United States Virginia Staffing Full timeTravelers Sr Analyst, PM, Portfolio Risk ManagementTaking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives...
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23835 - Strategic Portfolio Analyst
3 days ago
Richmond, California, United States VDOT Careers Site Full timeProvide analysis and support to assigned program area by planning, developing, monitoring and evaluating projects and programs. Provide staff support and data management expertise related to agency strategic Six Year Improvement Program Portfolio including workload planning risk assessment and information reporting. How you will contribute:Develop...
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Job Commercial Portfolio Manager I
2 weeks ago
Richmond, United States Citizens & Farmers Bank (C&F Bank) Full timeOverviewThe position will support the Regional President and Senior Commercial Executives in the management of a Relationship Manager's complete loan portfolio to include: underwriting, structuring and documenting of loan request. They are responsible for protecting the Bank by providing an unbiased and objective view of the prospective borrower and...
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Investment Consulting Analyst
2 weeks ago
Richmond, VA, United States Magnify Full timeWe are seeking a motivated and analytically driven Portfolio Analyst to join a growing wealth management team in the Richmond area. This is a direct-hire, long-term opportunity designed for candidates who want to build a career in investment management. Be one of the first applicants, read the complete overview of the role below, then send your...
