Portfolio Manager

LHH; Richmond (VA); On-site; USD 200,000 - 300,000; Full time

Benefits offered by this job

Bonus potential

High visibility role

Career growth in wealth management

Autonomy in portfolio decisions

Collaborative, growth-oriented culture

Job summary

LHH is partnering with a leading investment advisor to recruit a Portfolio Manager for the Richmond, VA office. You will manage sophisticated client portfolios, serving as a trusted advisor to ultra-high-net-worth families, foundations, endowments, and institutional investors.

The role requires overseeing portfolio construction, investment strategy, client relationships, and business development within a respected independent wealth management firm.

Qualifications

• Bachelor's degree in Finance, Economics, Business or related field required.
• MBA and/or CFA designation preferred.
• 10+ years of investment management or financial services experience required.

Responsibilities

• Serve as primary portfolio manager for client relationships and ensure portfolios align with objectives.
• Design, implement, and monitor customized portfolios across public and private markets.
• Oversee performance, asset allocation, and risk exposures and recommend adjustments.
• Lead portfolio review meetings and act as primary investment contact for sophisticated clients.

Skills

Portfolio management

Investment strategy

Client relationships

Risk management

Multi-asset portfolios

Education

Bachelor's degree in Finance Economics Business

MBA and/or CFA designation preferred

Job description

LHH is partnering with a leading investment advisor group on a search for a Portfolio Manager who will work onsite for their office in Richmond, VA. The Portfolio Manager will assume responsibility for managing sophisticated client portfolios while serving as a trusted advisor to ultra-high-net-worth families, foundations, endowments, and institutional investors. The individual will serve as a senior member of the investment team, overseeing portfolio construction, investment strategy, client relationships, and business development initiatives.

This individual will work closely with investment leadership, family office professionals, client service teams, and operations personnel to ensure exceptional client outcomes while supporting the continued growth of the Richmond office. The role offers significant visibility, autonomy, and the opportunity to play a key role in a highly respected independent wealth management firm advising on more than $37 billion in client assets. This is a direct hire job that offers a salary between $200K - $300K (doe) plus bonus. Here are more details about this job:

RESPONSIBILITIES

• Serve as the primary portfolio manager for client relationships, ensuring portfolios align with client objectives, constraints, and long-term goals
• Design, implement, and monitor customized investment portfolios across public and private markets
• Oversee portfolio performance, asset allocation, and risk exposures while recommending adjustments as market conditions evolve
• Lead portfolio review meetings and serve as a primary investment contact for sophisticated clients

QUALIFICATIONS

• Bachelor's degree in Finance, Economics, Business, or a related field required
• MBA and/or CFA designation preferred
• 10+ years of investment management or financial services experience required
• Demonstrated experience managing complex multi-asset investment portfolios
• Strong expertise in portfolio construction, asset allocation, risk management, and investment strategy implementation
• Experience evaluating traditional and alternative investments, including private equity, private credit, hedge funds, and real assets preferred

BENEFITS

• Opportunity to join a highly respected independent registered investment advisor
• Work with sophisticated ultra-high-net-worth and institutional clients
• Exposure to diverse asset classes across public and private markets
• Significant visibility and influence within the organization
• Collaborative and growth-oriented investment culture
• Opportunity to contribute directly to client relationships and business development efforts
• Leadership opportunities and mentorship responsibilities
• Competitive compensation package including bonus opportunity
• Long-term career growth with a nationally recognized wealth management firm

Equal Opportunity Employer/Veterans/Disabled

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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers