Portfolio Manager

Prospectblue

ProspectBlue is partnering with a well-established independent investment advisory firm to find an experienced Portfolio Manager for their Richmond, VA team! The firm serves ultra-high-net-worth families and institutional clients, advising on tens of billions in assets with a highly customized, client-first approach. This is a senior seat on the investment team — you'd own portfolio construction and oversight for sophisticated client relationships, serve as a primary investment contact, and have a real hand in growing the business. What they're looking for: 10+ years in investment management or financial services Background working with institutional or UHNW family 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 Competitive base plus performance bonus, and a fast-paced, growth-oriented team with deep expertise across public and private markets. #J-18808-Ljbffr

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Vacancy posted 2 days ago

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