Portfolio Associate
3 days ago
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 We’re 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 you’re ready to take the next step in your career, apply today Let’s build your future at Silvercrest.
#FinanceJobs #InvestmentManagement #CareerGrowth #JoinOurTeam
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