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 Out Direct-hire, permanent position (not contract) Long-term career track with a structured development plan Full support to obtain Series 7 and Series 66 licenses Close mentorship from senior analysts and portfolio managers Exposure to real portfolio decision-making and client strategies What You'll Do Support portfolio managers with investment analysis, research, and reporting Analyze portfolios for asset allocation, performance, and risk Assist with portfolio rebalancing, trading, and model updates Prepare investment commentary, performance reports, and client-facing materials Collaborate with advisors and senior analysts to support client investment strategies Learn firm investment philosophy, processes, and compliance standards Career Growth Path This role is intentionally designed for advancement: Portfolio Analyst – foundational analysis, research, and portfolio support Senior Portfolio Analyst – increased responsibility, independent analysis, and portfolio input Portfolio Manager – portfolio construction, investment decision-making, and client leadership The team is committed to developing talent internally and promoting from within. Licensing & Development The firm actively supports and sponsors Series 7 and Series 66 licensing Ongoing training, mentorship, and professional development provided Ideal for candidates pursuing a long-term career in wealth and portfolio management What We're Looking For Bachelor's degree in Finance, Economics, Accounting, or a related field Strong analytical skills and attention to detail Interest in investments, markets, and portfolio management Ability to work collaboratively in a team environment Motivation to grow into a senior investment role over time Compensation & Benefits Competitive base salary (commensurate with experience) Comprehensive benefits package Licensing support and career development investment
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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, 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, 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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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...
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Investment analyst accounting
2 weeks ago
Richmond, VA, United States LHH Full timeWe are working with a Richmond based client in the investment arena to find an Investment Analyst. It is the perfect arrangement for someone that enjoys modeling and analysis but also work/life balance. The company offers a competitive salary and bonus, and flexibility. The ideal candidate will have experience with financial modeling either in FP&A, banking,...
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Investment analyst accounting
2 weeks ago
Richmond, VA, United States LHH Full timeWe are working with a Richmond based client in the investment arena to find an Investment Analyst. It is the perfect arrangement for someone that enjoys modeling and analysis but also work/life balance. The company offers a competitive salary and bonus, and flexibility. The ideal candidate will have experience with financial modeling either in FP&A, banking,...
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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...
