Portfolio Manager

InforCapital, partnership; Richmond (VA); On-site; USD 120,000 - 180,000; Full time

Job summary

Silvercrest Asset Management in Richmond, Virginia is seeking an experienced Portfolio Manager to manage complex client portfolios and build long-term client relationships. The position requires a strong technical background and portfolio management expertise, focusing on providing personalized investment strategies to ultra-high-net-worth clients.

The successful candidate will work closely with team members across investment management and client service functions. Preferred qualifications include a Bachelor's degree in Finance, Economics, or Business and an MBA or CFA.

Qualifications

• Demonstrated ability to manage complex client portfolios.
• Deep investment expertise with a strong analytical background.
• Proven track record of managing sophisticated portfolios for UHNW clients.

Responsibilities

• Serve as a portfolio manager for client relationships.
• Design and monitor customized investment portfolios.
• Lead portfolio review meetings for clients.

Skills

Portfolio management

Investment oversight

Client relationship management

Risk assessment

Business development

Education

Bachelor's degree in Finance, Economics, or Business

MBA and/or CFA preferred

Job description

# Portfolio ManagerSilvercrest Asset ManagementDirectorPrivate EquityFull-timeLocationRichmond, United StatesDate PostedJune 10, 2026RegionVirginiaStay ahead of the marketGet instant notifications when new job openings matching "Private Equity / Director jobs in Richmond, United States" are published.## About This RoleSilvercrest Asset Management Group LLC is a leading independent registered investment advisor founded in 2002, offering bespoke asset management and family office services to ultra-high-net-worth families and select institutional investors. The firm advises on over $35 billion in assets, serving families, endowments, foundations, and institutional investors with a client-centric, fiduciary approach underpinned by rigorous proprietary research.This Portfolio Manager position in Richmond, Virginia is designed for an experienced investment professional with a demonstrated ability to manage complex client portfolios and build long-term client relationships. The Portfolio Manager serves as a senior member of the investment team, responsible for portfolio construction, investment oversight, client engagement, client support team oversight, and business development. The Richmond team operates in a fast-paced, growth-oriented environment with close collaboration across investment management, family office, and client service functions.Responsibilities include serving as a portfolio manager for client relationships, ensuring portfolios align with client objectives, constraints, and long-term goals; designing, implementing, and monitoring customized investment portfolios across public and private markets; overseeing portfolio performance, asset allocation, and risk exposures, recommending adjustments as market conditions or client circumstances evolve; maintaining deep knowledge of Silvercrest's investment platform and contributing to investment research and strategy discussions; acting as a primary investment contact for clients, leading portfolio review meetings, and communicating investment strategy, performance, and outlook; identifying opportunities to expand existing client relationships and contributing to new business development; and working closely with client associates and family office professionals to deliver comprehensive, high-touch client service.Qualifications: Bachelor's degree in Finance, Economics, Business, or a related field; MBA and/or CFA preferred; demonstrated ability to manage complex client portfolios; deep investment expertise with a strong technical and analytical background; proven track record of managing sophisticated portfolios for UHNW clients; highly organized, collaborative, and client-focused.Apply for this Position