Associate Portfolio Manager

ProspectBlue - Richmond, VA

Hiring: Associate Portfolio Manager Company: ProspectBlue Location: Richmond, VA Job Posted Time: 2026-09-02 18:05:00 Target Skills & Keywords : C, HBase About the job Required Skills: •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. •What We're Looking For: •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. •Functional Competencies: Compensation: •$65,000 •$75,000 Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!