Senior Investment Analyst
Veritas Partners LLC
We are currently seeking a Senior Investment Analyst for a growing wealth management team in the Richmond area. The Senior Analyst is responsible for managing client investment portfolios to help achieve financial objectives while balancing risk and return. Responsibilities include asset allocation, security selection, portfolio implementation, cash management, and ongoing portfolio monitoring. Conducts regular client portfolio reviews, investment research, and provides investment guidance. Bachelor's Degree required 3+ years' experience in an investment analysis or portfolio management/portfolio construction capacity focused on high net-worth clientele
Vacancy posted 1 day ago
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