Portfolio Associate

2 days ago


Richmond, United States ProspectBlue Full time

ProspectBlue is seeking a Portfolio Associate for their client in Richmond, VA

???? Role Highlights

As a Portfolio Associate, you'll work closely with Portfolio Managers and Client Associates to:

  • Manage client portfolios, ensuring alignment with their investment goals.
  • Conduct in-depth research on investment opportunities.
  • Prepare client performance reports and participate in portfolio review meetings.
  • Take on administrative responsibilities that ensure seamless operations.

You'll also have the chance to:

  • Build strong client relationships and become a trusted advisor over time.
  • Contribute to new business development efforts.

???? What Were Looking For

  • 4+ years of experience in financial advisory.
  • Strong knowledge of investment principles and financial planning concepts.
  • Excellent communication and organizational skills.
  • Familiarity with tools like Schwab Advisor Center, Advent APX, and Black Diamond is a plus.

???? Why Join Us?

This role offers a collaborative and supportive environment with mentorship from seasoned investors and a pathway to grow your career in the financial services industry.

???? If youre ready to take the next step in your career, apply today Lets build your future at Silvercrest.

#FinanceJobs #InvestmentManagement #CareerGrowth #JoinOurTeam


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