Investment Portfolio Associate II (Hybrid)

Atlantic Union Bank; Richmond (VA); Hybrid; USD 99,000 - 178,000; Full time

Job summary

Atlantic Union Bank is seeking a professional in Asset/Investment Management to oversee investment portfolios and related activities. This role focuses on asset allocation, security selection, portfolio implementation, cash management, and ongoing monitoring to meet client objectives.

The position requires strong investment research and the ability to provide informed guidance, with a background in managing multiple portfolios and reporting to clients.

Qualifications

• Bachelor's Degree required; equivalent combination of education and experience may be considered.
• Typically requires 3–5+ years prior experience in asset/investment management.

Responsibilities

• Manage client investment portfolios and asset allocation.
• Perform security selection and portfolio implementation.
• Oversee cash management and ongoing portfolio monitoring.
• Conduct regular client portfolio reviews and provide investment guidance.

Skills

Portfolio management

Asset allocation

Security selection

Portfolio monitoring

Investment research

Client reporting

Education

Bachelor's Degree

Job description

Atlantic Union Bank is seeking a professional in Asset/Investment Management to oversee investment portfolios and related activities. This role focuses on asset allocation, security selection, portfolio implementation, cash management, and ongoing monitoring to meet client objectives.

The position requires strong investment research and the ability to provide informed guidance, with a background in managing multiple portfolios and reporting to clients.