Investment Strategist

Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Magnify Richmond, VA | Model-Driven Strategy | Growth-Focused | Team-Oriented Are you a recent grad with a passion for investments, data, and making a real impact from day one? We're looking for early-career professionals who are ready to roll up their sleeves and grow with a firm that’s big enough to matter—but small enough that your voice will be heard. This is an independent investment advisory firm based in Richmond, Virginia , specializing in model-driven portfolio management and client-first financial strategies. The team is close-knit, the culture is collaborative, and the work is meaningful—helping clients navigate their most important financial decisions. What You’ll Gain as a New Grad: Hands-on Experience Right Away You won’t be doing busywork. As a Portfolio Strategist , you’ll support real investment decisions, assist with trade execution, analyze portfolios, and contribute to reports that go straight to the Investment Committee and clients. Training and Mentorship You’ll learn proprietary investment tools, receive support for Series 7 & 66 licensing , and be encouraged to pursue CFA or CIMA certifications. The firm believes in building talent from the ground up. There’s a clear career path from entry-level to Portfolio Manager. As you grow your skills and credentials, your role—and your compensation—will grow with you. You'll work side by side with experienced professionals who are invested in your success. The environment is one of curiosity, learning, and continuous improvement. Great Location, Great Lifestyle Work in Richmond , one of the East Coast’s most livable cities—offering the best of city life, outdoor access, and a lower cost of living than major financial hubs. This role is a great fit if you... Just earned (or are about to earn) a degree in Finance, Economics, or a related field Love digging into data, building models, or analyzing trends Have strong communication skills and attention to detail Are ready to learn, grow, and contribute from day one Launching your career in finance can feel overwhelming—this is a place where you can build confidence, sharpen your skills, and start strong. Let’s chart a course for your future—together. Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function Analyst, Research, and Strategy/Planning Industries Investment Advice and Investment Management Referrals increase your chances of interviewing at Magnify by 2x Sign in to set job alerts for “Investment Strategist” roles. Investment Management Product Specialist - Quantitative Consultant Portfolio Manager (Mortgage Warehouse Lending) - Commercial Underwriting Experience Required Audit Manager - Capital Markets/Investment Banking Tax Manager-Investment Management - Private Wealth (East Coast) Richmond, VA $84,980.00-$193,440.00 8 hours ago Tax Manager-Investment Management - Private Equity (East Coast Region) We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr