Job Description

🎓 Kickstart Your Career in Investment Management

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.

Growth You Can See

• 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.

Collaborative, Supportive Culture

• 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.

Job Tags

Similar Jobs