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Client Portfolio Manager Jobs in Virginia (NOW HIRING)

Thalhimer

Senior Portfolio Manager

Glen Allen, VA · On-site

$100K - $125K/yr

... each client's mission, goals, and objectives. Education/ Experience: A bachelor's degree from ... A minimum of five years related experience in commercial property management. Industry ...

SimIS Inc.

Capability Portfolio Analyst (N)

Norfolk, VA · On-site

... client mission success. Our performance standard is "excellence," with an outcomes-based, quality ... Certified Portfolio Manager (CPM) or Project Management Professional (PMP) is highly desirable.

SimIS Inc.

Capability Portfolio Analyst (N)

Norfolk, VA · On-site

... client mission success. Our performance standard is "excellence," with an outcomes-based, quality ... Certified Portfolio Manager (CPM) or Project Management Professional (PMP) is highly desirable.

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All JobsClient Portfolio JobsClient Portfolio Manager JobsClient Portfolio Manager Jobs in Virginia

Client Portfolio Manager information

See Virginia salary details

$36.2K

$99.7K

$191.3K

How much do client portfolio manager jobs pay per year?

As of Aug 9, 2026, the average yearly pay for client portfolio manager in Virginia is $99,660.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,400.00 and $120,500.00 per year, depending on experience, location, and employer.

What is a client portfolio manager?

A Client Portfolio Manager is a financial professional responsible for managing investment portfolios on behalf of clients, which can include individuals, institutions, or organizations. Their main role is to understand clients’ financial goals, develop investment strategies, and make decisions aimed at maximizing returns while managing risk. They often interact directly with clients to explain performance, recommend adjustments, and ensure that portfolios remain aligned with clients' objectives and market changes. In addition to investment management, they may also collaborate with analysts, traders, and other portfolio managers within their firm. Effective communication and strong analytical skills are essential in this role.

What does a client portfolio manager do?

A client portfolio manager oversees investment portfolios for individual or institutional clients. Their primary duties are to consult with customers about what types of investments they are interested in and present them with potential opportunities. A client portfolio manager may also oversee junior portfolio managers. Career qualifications include a bachelor’s in finance or economics, experience in the financial industry, and communication skills. People in this position often find employment at investment firms.

How does a client portfolio manager typically collaborate with other departments to deliver optimal results for clients?

Client Portfolio Managers work closely with teams across investment research, sales, compliance, and client services to ensure client portfolios are aligned with both market conditions and client objectives. They regularly communicate with analysts to stay informed about market trends, coordinate with compliance to adhere to regulations, and partner with client service teams to address client inquiries and provide updates. This collaborative approach helps them deliver tailored investment strategies and maintain strong client relationships, making teamwork a core aspect of the role.

What are the key skills and qualifications needed to thrive as a client portfolio manager, and why are they important?

To thrive as a Client Portfolio Manager, you need strong analytical abilities, in-depth knowledge of financial markets, and a relevant degree such as finance, economics, or business. Familiarity with portfolio management software, financial modeling tools, and certifications like CFA are commonly required. Excellent client communication, relationship-building, and problem-solving skills help you deliver tailored investment strategies and build trust. These competencies are crucial for effectively managing client assets, achieving investment objectives, and fostering long-term client satisfaction.
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Client Portfolio Manager jobs near you
Infographic showing various Client Portfolio Manager job openings in Virginia as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $99,660 per year, or $47.9 per hour.

Senior Portfolio Manager

Thalhimer

Glen Allen, VA • On-site

$100K - $125K/yr

Full-time

PTO

Posted 13 days ago

Job description

Reports To: Vice President or Associate Director Primary Function: Responsible for maintaining both the physical and fiscal aspects of a property or a portfolio of commercial properties (i.e. retail, office, industrial, office-medical, etc.) with an emphasis on maximizing the value of the property in accordance with each client's mission, goals, and objectives. Education/ Experience: A bachelor's degree from accredited college or university is preferred. A minimum of five years related experience in commercial property management. Industry accreditations are a plus. Qualifications: Capable of leading special projects/assignments Competency with industry computer skills and software: such as Microsoft Office, MRI,Yardi, Prism, Nexus, Versa-pay, etc. Proficient in Accrual accountingAbility to understand and execute expense reconciliationsAbility to understand and interpret commercial lease language Skilled in variance reporting and incident reporting Responsibilities:The activities listed here are not all-inclusive; rather, they indicate the types of activities normally performed by this position in accordance with company standards and property management agreements: Maintains and preserves the physical asset:Procures, coordinate, manages, and supervises employees and contractors necessary for the maintenance operations of the propertiesConducts formal site inspections on properties interior and exterior and report on sameLeads the client on physical repairs and/or replacement recommendationsObserves and reports all risk management issuesAfter hours availability required in accordance with coverage and PTO/ time off policies  Financial reporting and control in collaboration with Accounting Dept:Monitors accounts receivable for assigned properties. Administers tenant default notices as applicable in collaboration with lease administration and the client Monitors and processes accounts payable for assigned propertiesManages and monitors property's cash balanceApproves property invoices in accordance with Company proceduresCoordinates and reviews monthly financial reports prior to submittal to clientCollaborates with accounting and lease administration on annual operating expense reconciliationsPrepares and monitors annual property operating budgetsProficient in capital planning in accordance with ownership's goals and objectivesProvides variance comments for deviations from the budgetMeets the expectations of Institutional Ownership assignmentsUnderstands both cash and accrual based accounting methods  Administration:Assists with the selection, training, and control, of supervised employees (as applicable) in compliance with company policies and proceduresInterfaces with outside professional services providers regarding legal, accounting, insurance, real estate taxes, and other matters, as appropriateEnsures all property files and records are maintainedManages time spent between both in office and on-site at the propertyEstablishes and maintains general market knowledge, tenant relations, and asset evaluationCompletes all duties in a professional and timely mannerAll other tasks as defined Attributes/ExpectationsCommitted to customer serviceProfessional in both dress and demeanorTakes ownership and understands entire property operations –physical/fiscalCommunicates effectively and efficiently (proactively and in all directions)Participates in industry organizations to expand education and knowledge Responsive to requests whether internal or external to the companyEmbraces and executes Thalhimer's Core Values Command and control approach to all aspects of the role of Senior Portfolio ManagerCritical thinker with penchant for leadership Extremely well organized and analyticalAble to effectively interact and relate to a variety of personality typesEmpathic listenerExcellent time management skills with innate ability to routinely multi-task. Strong attention to detail Cushman & Wakefield | Thalhimer is an Equal Opportunity Employer.
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