Senior Investment Analyst: Wealth Portfolio Strategy

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

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.