ZipRecruiter

Log In

1

Portfolio Associate Jobs in Virginia (NOW HIRING)

InforCapital, partnership

Portfolio Manager

Richmond, VA · On-site

$120 - $180/hr

# Portfolio ManagerSilvercrest Asset ManagementDirectorPrivate EquityFull-timeLocationRichmond ... associates and family office professionals to deliver comprehensive, high-touch client service.

next page

Showing results 1-20

All JobsPortfolio Associate JobsPortfolio Associate Jobs in Virginia

Portfolio Associate information

See Virginia salary details

$9

$18

$31

How much do portfolio associate jobs pay per hour?

As of Aug 27, 2026, the average hourly pay for portfolio associate in Virginia is $18.85, according to ZipRecruiter salary data. Most workers in this role earn between $15.00 and $20.00 per hour, depending on experience, location, and employer.

What is a portfolio associate?

A Portfolio Associate is a finance professional who supports portfolio managers in overseeing investment portfolios. Their main responsibilities include monitoring portfolio performance, conducting research and analysis, preparing reports, and handling trade execution and compliance tasks. They act as a bridge between portfolio managers, clients, and other financial teams to ensure smooth investment operations. Portfolio Associates typically work at asset management firms, banks, or investment companies and play a crucial role in helping manage client assets effectively.

How does a portfolio associate typically collaborate with portfolio managers and analysts in daily operations?

As a Portfolio Associate, you will work closely with portfolio managers and analysts to ensure the smooth execution of investment strategies. This includes assisting with trade execution, monitoring portfolio performance, and preparing reports for client meetings. You may also help with research, data analysis, and responding to client inquiries. Effective communication and attention to detail are essential, as you'll often serve as a bridge between investment teams and other departments such as compliance and operations.

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

To thrive as a Portfolio Associate, you need a solid understanding of finance, investment principles, and portfolio management, often supported by a bachelor's degree in finance, economics, or a related field. Familiarity with portfolio management software, financial modeling tools, and proficiency in Excel are commonly required, and certifications like CFA Level I can be advantageous. Strong analytical thinking, attention to detail, and effective communication are critical soft skills for collaborating with managers and interpreting data. These skills ensure accurate portfolio monitoring, informed decision-making, and efficient support of investment strategies.

Does portfolio management pay well?

Portfolio management is generally a well-paying profession, especially for experienced managers and those working in finance or investment firms. Salaries can vary based on location, level of experience, and performance bonuses, with many roles offering six-figure compensation for senior positions.

What are the most commonly searched types of Portfolio jobs in Virginia?

The most popular types of Portfolio jobs in Virginia are:

What are popular job titles related to Portfolio Associate jobs in Virginia?

For Portfolio Associate jobs in Virginia, the most frequently searched job titles are:

What job categories do people searching Portfolio Associate jobs in Virginia look for?

The top searched job categories for Portfolio Associate jobs in Virginia are:

What cities in Virginia are hiring for Portfolio Associate jobs?

Cities in Virginia with the most Portfolio Associate job openings:

Portfolio Associate jobs near you
Infographic showing various Portfolio Associate job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 64% Full Time, 33% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $39,210 per year, or $18.9 per hour.

Portfolio Manager

Richmond, VA • On-site

Silvercrest Asset Management Group
51 - 200 employees
Learn more about Silvercrest Asset Management Groupexternal

$100 - $160/hr

Other

Re-posted 16 days ago

Job description

Silvercrest Asset Management Group LLC is a leading independent, registered investment advisor offering bespoke asset management and family office services to ultra-high-net-worth families and select institutional investors. Founded in 2002, Silvercrest provides a range of tailored investment strategies and wealth management solutions, specializing in long-term, customized planning and advisory services. The firm advises on over $35 billion in assets, serving a distinguished clientele including families, endowments, foundations, and other institutional investors. Silvercrest’s client‑centric approach emphasizes personalized solutions underpinned by fiduciary responsibility and rigorous proprietary research.

Status: Full-Time Employee

Location: Richmond, Virginia

Education: Bachelor's degree in Finance, Economics, Business, or a related field; MBA and/or CFA preferred

Job Description: This role is designed for an experienced investment professional with a demonstrated ability to manage complex client portfolios and build long‑term client relationships. The Portfolio Manager will serve as a senior member of the investment team, responsible for portfolio construction, investment oversight, client engagement, client support team oversight, and business development. The Richmond, VA based team operates in a fast‑paced, growth‑oriented environment and offers the opportunity to work closely with experienced professionals across investment management, family office, and client service functions.

The successful candidate will have deep investment expertise, strong technical and analytical skills, and a proven track record of managing sophisticated portfolios. The individual should be highly organized, collaborative, and client‑focused, with the ability to balance portfolio management responsibilities alongside relationship management and new business development efforts.

Responsibilities
  • Serve as a portfolio manager for client relationships, ensuring portfolios align with client objectives, constraints, and long‑term goals.
  • Design, implement, and monitor customized investment portfolios across public and private markets.
  • Oversee portfolio performance, asset allocation, and risk exposures, recommending adjustments as market conditions or client circumstances evolve.
  • Maintain deep knowledge of Silvercrest’s investment platform and contribute to investment research and strategy discussions.
Client Relationship Management & Business Development
  • Act as a primary investment contact for clients, leading portfolio review meetings and communicating investment strategy, performance, and outlook.
  • Collaborate with client associates and family office professionals to deliver comprehensive, high‑touch client service.
  • Identify opportunities to expand existing client relationships and contribute to new business development initiatives.
Team & Firm Leadership
  • Work closely with portfolio associates, client associates, operations, and compliance teams to ensure effective portfolio implementation and service delivery.
  • Assist with management and oversight of portfolio associates and client associate and all elements of client service related workflows.
  • Support firm‑wide initiatives related to investment process improvement, systems, and best practices.
Experience and Education
  • Minimum of 10 years of relevant investment management or financial services experience
  • Demonstrated experience managing complex, multi‑asset portfolios
  • Experience with alternative investments (private equity, private credit, hedge funds, real assets) preferred
  • Experience with institutional clients and/or ultra high net worth family clients
  • Demonstrated experience with business development
Required Skills
  • Advanced understanding of portfolio construction, asset allocation, risk management, and investment strategy implementation
  • Strong technical and analytical skills with the ability to evaluate traditional and alternative investments
  • Proven experience presenting investment strategies and portfolio results to sophisticated clients
  • Excellent organizational skills with the ability to manage multiple client relationships and priorities
  • Strong communication skills, both verbal and written
  • Ability to work collaboratively as a team player while exercising independent judgment
Expected Compensation

Competitive base salary commensurate with experience, plus eligibility for performance‑based bonus.

Silvercrest Asset Management Group LLC is an Equal Opportunity Employer.

#J-18808-Ljbffr

Apply