Portfolio Manager

LHH US; Virginia; On-site; USD 200,000 - 300,000; Full time

Benefits offered by this job

Competitive compensation

Bonus opportunity

Career growth

Mentorship responsibilities

High-visibility role

Work with UHNW and institutional teams

Diverse asset classes exposure

Strong firm reputation

Job summary

LHH is partnering with a leading investment advisor group in Richmond, VA, to recruit a Portfolio Manager who will work onsite and guide sophisticated client portfolios for ultra-high-net-worth families, foundations, and institutional investors.

The role oversees portfolio construction, investment strategy, and client relationships within a respected independent wealth management firm that manages assets over $37 billion. Salary ranges from $200K to $300K plus bonus.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field is required.
• MBA and CFA designation are 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.

Responsibilities

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

Skills

Portfolio construction

Asset allocation

Risk management

Investment strategy

Education

Bachelor's degree in Finance, Economics, or related field

MBA

CFA designation

Job description

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 position 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.

Pay Details: $200,000.00 to $300,000.00 per year

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

Military connected talent encouraged to apply

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