Investment Strategist

Magnify

Richmond (VA)

On-site

USD 84,980 - 193,440

Full time

14 days+

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Job summary

Join a growing independent investment advisory firm in Richmond, Virginia, as a Portfolio Strategist. This entry-level role offers hands-on experience, mentorship, and a clear career path in finance, focusing on model-driven portfolio management.

Qualifications

Recent grads with a passion for investments and data.
Strong communication skills and attention to detail.

Responsibilities

Support real investment decisions and assist with trade execution.
Analyze portfolios and contribute to reports for clients.

Skills

Data Analysis

Communication

Attention to Detail

Education

Degree in Finance

Degree in Economics

Job description

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Direct message the job poster from Magnify

Richmond, VA | Model-Driven Strategy | Growth-Focused | Team-Oriented

Are you a recent grad with a passion for investments, data, and making a real impact from day one? We're looking for early-career professionals who are ready to roll up their sleeves and grow with a firm that’s big enough to matter—but small enough that your voice will be heard.

This is an independent investment advisory firm based in Richmond, Virginia, specializing in model-driven portfolio management and client-first financial strategies. The team is close-knit, the culture is collaborative, and the work is meaningful—helping clients navigate their most important financial decisions.

What You’ll Gain as a New Grad:

Hands-on Experience Right Away

You won’t be doing busywork. As a Portfolio Strategist, you’ll support real investment decisions, assist with trade execution, analyze portfolios, and contribute to reports that go straight to the Investment Committee and clients.

Training and Mentorship

You’ll learn proprietary investment tools, receive support for Series 7 & 66 licensing, and be encouraged to pursue CFA or CIMA certifications. The firm believes in building talent from the ground up.
There’s a clear career path from entry-level to Portfolio Manager. As you grow your skills and credentials, your role—and your compensation—will grow with you.
You'll work side by side with experienced professionals who are invested in your success. The environment is one of curiosity, learning, and continuous improvement.

Great Location, Great Lifestyle

Work in Richmond, one of the East Coast’s most livable cities—offering the best of city life, outdoor access, and a lower cost of living than major financial hubs.

This role is a great fit if you...

Just earned (or are about to earn) a degree in Finance, Economics, or a related field
Love digging into data, building models, or analyzing trends
Have strong communication skills and attention to detail
Are ready to learn, grow, and contribute from day one

Launching your career in finance can feel overwhelming—this is a place where you can build confidence, sharpen your skills, and start strong. Let’s chart a course for your future—together.

Seniority level