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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 Youll 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 Were Looking For Bachelors 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
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 Youll 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 Were Looking For Bachelors 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