Growth‑Oriented Associate Portfolio Manager

ProspectBlue

Richmond (VA)

On-site

USD 65,000 - 75,000

Full time

14 days+

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Benefits offered by this job

Health insurance

401(k) with company match

Paid time off

Job summary

ProspectBlue, partnering with a premier wealth management advisory firm in Richmond, VA, seeks an Associate Portfolio Manager to join its growing investment team. This role offers exposure to investment research, portfolio construction, trading, performance analysis, and client-focused strategy.

The Associate Portfolio Manager will work with the Investment Committee and senior portfolio managers to develop and manage portfolios and models, with opportunities to take on increasing responsibility,

Qualifications

Bachelor’s degree in Finance, Economics, Business, or related field.
Series 7 and Series 66 licenses required within six months.
Progress toward CFA or CIMA preferred.
Experience in investment management or wealth management preferred.

Responsibilities

Support development, implementation, and monitoring of investment strategies.
Conduct fundamental and quantitative research to evaluate securities and markets.
Analyze portfolio data to support decisions and identify opportunities and risks.
Assist senior portfolio managers with construction, rebalancing, and trade execution.
Monitor accounts and models for adherence to guidelines and objectives.
Prepare performance reports and investment analyses for internal and client use.
Collaborate across teams to ensure a high-quality client experience.