Job Description
Associate Portfolio Manager
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Richmond, VA | Wealth Management Advisory Client
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ProspectBlue is partnering with a highly regarded wealth management advisory firm in Richmond, VA, to identify an Associate Portfolio Manager to join its growing investment team.
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This is an excellent opportunity for an investment professional who is looking to build a long-term career in portfolio management and gain meaningful exposure to investment research, portfolio construction, trading, performance analysis, and client-focused investment strategy.
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Position Overview:
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The Associate Portfolio Manager will work closely with the firm’s Investment Committee and senior portfolio management team to support the development, implementation, and ongoing management of investment portfolios and models.
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This individual will play an important role in the firm’s investment process, combining analytical and research capabilities with strong attention to detail and a collaborative, team-oriented approach. The ideal candidate is intellectually curious, highly organized, and motivated to take on increasing responsibility within portfolio management.
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Key Responsibilities:
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- Support the development, implementation, and ongoing monitoring of the firm’s investment strategies and portfolio models.
- Conduct fundamental and quantitative investment research to evaluate securities, asset classes, managers, and broader market trends.
- Analyze portfolio data and performance to support investment decisions and identify opportunities, risks, and areas for improvement.
- Assist senior portfolio managers with portfolio construction, rebalancing, trade execution, and ongoing account management.
- Monitor managed accounts and investment models for adherence to portfolio guidelines, allocations, and investment objectives.
- Perform portfolio audits and reconciliation to ensure accuracy and consistency across client accounts.
- Utilize the firm’s proprietary portfolio management tools, systems, and processes.
- Prepare portfolio performance reports, investment analyses, and other materials for internal and client-facing use.
- Contribute to Investment Committee meetings, including preparation of research, analysis, presentations, and meeting materials.
- Assist in the preparation of client presentations and investment communications.
- Collaborate across the investment and advisory teams to support a high-quality client experience.
- Take ownership of assigned projects while continually developing technical investment and portfolio management expertise.
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What We're Looking For:
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The successful candidate will bring a strong analytical foundation, genuine interest in investment management, and the desire to grow into a broader portfolio management role.
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Functional Competencies:
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- Strong analytical and quantitative skills, with advanced proficiency in Microsoft Excel.
- Ability to structure, organize, and analyze large datasets to support investment research and decision-making.
- Exceptional attention to detail and accuracy.
- Ability to manage multiple priorities and projects in a deadline-driven environment.
- Strong written and verbal communication skills, including the ability to communicate complex investment concepts clearly and effectively.
- Demonstrated intellectual curiosity and a commitment to continuous learning.
- Strong judgment, organization, and problem-solving skills.
- Collaborative, team-oriented mindset with the initiative to identify and solve problems independently.
- Genuine interest in building a long-term career in portfolio management and investment research.
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Education & Professional Certifications:
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- Bachelor’s degree in Finance, Economics, Business, or a related field.
- Series 7 and Series 66 licenses required within the first six months of employment.
- Progress toward, or interest in, pursuing the CFA or CIMA designation is preferred.
- Prior experience in investment management, wealth management, portfolio analysis, or a related financial services environment is preferred.
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Compensation & Benefits:
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- Competitive base salary of $65,000–$75,000, commensurate with experience and qualifications.
- Performance-based bonus opportunities and potential salary increase tied to performance and professional development.
- Comprehensive benefits package, including health insurance, 401(k) with company match, and paid time off.
- Professional development opportunities and support for industry certifications.
- Opportunity to work alongside experienced investment professionals and gain broad exposure to portfolio management and wealth management.
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Career Growth:
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This role is designed for a motivated investment professional who wants to build a career in portfolio management. The successful candidate will have opportunities to progressively take on greater responsibility across investment research, portfolio construction, trading, account management, and client engagement.
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As the Associate Portfolio Manager develops, potential career progression may include Portfolio Manager and Senior Portfolio Management responsibilities, with compensation and scope increasing alongside demonstrated performance and professional milestones.
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Why This Opportunity:
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Our client offers a collaborative, intellectually engaging environment where investment professionals are encouraged to learn, contribute, and grow. The firm takes a thoughtful, client-centric approach to wealth management and places a strong emphasis on investment discipline, teamwork, and continuous improvement.
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If you are an analytically driven investment professional who is ready to take the next step toward a career in portfolio management, ProspectBlue would like to hear from you.
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