Senior Investment Analyst

Veritas Partners; Richmond (VA); On-site; USD 110,000 - 140,000; Full time

Job summary

Veritas Partners in Richmond, VA, seeks a Senior Investment Analyst to manage client portfolios, balancing risk and return to achieve goals. You will lead asset allocation, security selection, portfolio implementation, cash management, and ongoing monitoring for high-net-worth clients.

The ideal candidate has a bachelor's degree and 3+ years in investment analysis or portfolio construction, with a proven ability to conduct research and provide informed investment guidance.

Qualifications

• Bachelor's degree in finance, economics, or related field.
• 3+ years of investment analysis or portfolio management experience for high-net-worth clients.

Responsibilities

• Manage client investment portfolios to balance risk and return.
• Perform asset allocation, security selection, and portfolio implementation.
• Conduct regular client reviews and provide investment guidance.

Skills

Asset allocation

Security selection

Portfolio construction

Cash management

Portfolio monitoring

Investment research

Investment guidance

Education

Bachelor's degree

Job description

We are currently seeking a Senior Investment Analyst for a growing wealth management team in the Richmond area.

The Senior Analyst is responsible for managing client investment portfolios to help achieve financial objectives while balancing risk and return. Responsibilities include asset allocation, security selection, portfolio implementation, cash management, and ongoing portfolio monitoring. Conducts regular client portfolio reviews, investment research, and provides investment guidance.

Bachelor's Degree required

3+ years' experience in an investment analysis or portfolio management/portfolio construction capacity focused on high net-worth clientele