Senior Portfolio Manager — UHNW & Institutional Growth

ProspectBlue; Richmond (VA); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Performance bonus

Job summary

ProspectBlue is partnering with a well-established independent investment advisory firm in Richmond, VA to recruit an experienced Portfolio Manager for their local team. This is a senior seat on the investment team where you’ll own portfolio construction and oversight for sophisticated client relationships.

You’ll serve as the primary investment contact and have a hand in growing the business. Ideal candidates have 10+ years in investment management or financial services, experience with

Qualifications

• 10+ years in investment management or financial services.
• Experience with institutional or UHNW clients.
• Comfort leading client meetings and presenting strategy and performance.
• A collaborative style with strong independent judgment.
• Bachelor's required; MBA and/or CFA preferred.

Responsibilities

• Own portfolio construction and oversight for sophisticated client relationships.
• Serve as the primary investment contact for clients.
• Contribute to business growth and strategy.

Skills

Portfolio management

Client relations

Investment strategy

MBA/CFA preferred

Education

Bachelor's degree

MBA

CFA

Job description

ProspectBlue is partnering with a well-established independent investment advisory firm in Richmond, VA to recruit an experienced Portfolio Manager for their local team. This is a senior seat on the investment team where you’ll own portfolio construction and oversight for sophisticated client relationships.

You’ll serve as the primary investment contact and have a hand in growing the business. Ideal candidates have 10+ years in investment management or financial services, experience with