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Portfolio Management Associate Jobs in Virginia (NOW HIRING)

ProspectBlue

Associate Portfolio Manager

Richmond, VA · On-site

$65K - $75K/yr

Associate Portfolio Manager Richmond, VA | Wealth Management Advisory Client ProspectBlue is ... Utilize the firm's proprietary portfolio management tools, systems, and processes. * Prepare ...

InforCapital, partnership

Portfolio Manager

Richmond, VA · On-site

$120 - $180/hr

... Management Group LLC is a leading independent registered investment advisor founded in 2002 ... associates and family office professionals to deliver comprehensive, high-touch client service.

Heritage Wealth Advisors

Investment Associate

Richmond, VA · On-site

$80K - $100K/yr

Support portfolio management and implementation , assisting with portfolio monitoring, rebalancing ... The Associate We're Looking For * You've started building an investment foundation and want to go ...

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All JobsPortfolio Management Associate JobsPortfolio Management Associate Jobs in Virginia

Portfolio Management Associate information

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$9

$18

$31

How much do portfolio management associate jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for portfolio management 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 management associate?

Portfolio Management Associates are professionals who support portfolio managers in overseeing investment portfolios for clients or institutions. Their duties typically include researching investment opportunities, monitoring portfolio performance, preparing reports, and ensuring that investment strategies align with clients' goals. They act as a liaison between clients and portfolio managers and help execute investment decisions. This role requires strong analytical skills, attention to detail, and knowledge of financial markets.

How does a portfolio management associate typically contribute to investment decision-making within a team environment?

As a Portfolio Management Associate, you play a vital supporting role in the investment process by conducting research, analyzing market trends, and assisting with portfolio monitoring and reporting. You’ll collaborate closely with portfolio managers, analysts, and sometimes client service teams to gather data, prepare performance reports, and help execute investment strategies. This role requires strong attention to detail and effective communication skills, as your insights and analyses often inform key decisions. Teamwork and the ability to manage multiple tasks under tight deadlines are essential for success.

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

To thrive as a Portfolio Management Associate, you need strong analytical skills, a solid understanding of financial markets, and typically a degree in finance, economics, or a related field. Familiarity with portfolio management software, Bloomberg Terminal, and proficiency in Excel and financial modeling are highly valued, and certifications like the CFA can be advantageous. Excellent attention to detail, communication skills, and the ability to work collaboratively are important soft skills in this role. These abilities are crucial for making informed investment decisions, accurately managing client portfolios, and effectively supporting the portfolio management team.

What is the difference between Portfolio Management Associate vs Investment Analyst?

AspectPortfolio Management AssociateInvestment Analyst
Required CredentialsBachelor's degree, possibly CFA Level IBachelor's degree, often pursuing CFA or related certifications
Work EnvironmentFinancial firms, asset management companiesResearch firms, investment banks, asset managers
Primary ResponsibilitiesSupporting portfolio strategies, trade execution, client reportingAnalyzing securities, market research, financial modeling

While both roles support investment decision-making, Portfolio Management Associates focus on implementing strategies and managing client portfolios, whereas Investment Analysts primarily conduct research and analysis to inform investment choices.

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

The most popular types of Portfolio Management jobs in Virginia are:

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

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

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

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

What cities in Virginia are hiring for Portfolio Management Associate jobs?

Cities in Virginia with the most Portfolio Management Associate job openings:

Portfolio Management Associate jobs near you
Infographic showing various Portfolio Management Associate job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 85% Physical, 2% Hybrid, and 13% Remote job distribution, with an average salary of $39,210 per year, or $18.9 per hour.

Associate Portfolio Manager

ProspectBlue

Richmond, VA • On-site

$65K - $75K/yr

Other

Medical, Retirement, PTO

Posted 5 days ago

Job description

Associate Portfolio Manager


Richmond, VA | Wealth Management Advisory Client


ProspectBlue is partnering with a highly regarded wealth management advisory firm in Richmond, VA, to identify an Associate Portfolio Manager to join its growing investment team.

This is an excellent opportunity for an investment professional who is looking to build a long-term career in portfolio management and gain meaningful exposure to investment research, portfolio construction, trading, performance analysis, and client-focused investment strategy.


Position Overview:


The Associate Portfolio Manager will work closely with the firm’s Investment Committee and senior portfolio management team to support the development, implementation, and ongoing management of investment portfolios and models.


This individual will play an important role in the firm’s investment process, combining analytical and research capabilities with strong attention to detail and a collaborative, team-oriented approach. The ideal candidate is intellectually curious, highly organized, and motivated to take on increasing responsibility within portfolio management.


Key Responsibilities:


  • 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:


  • Strong analytical and quantitative skills, with advanced proficiency in Microsoft Excel.
  • Ability to structure, organize, and analyze large datasets to support investment research and decision-making.
  • Exceptional attention to detail and accuracy.
  • Ability to manage multiple priorities and projects in a deadline-driven environment.
  • Strong written and verbal communication skills, including the ability to communicate complex investment concepts clearly and effectively.
  • Demonstrated intellectual curiosity and a commitment to continuous learning.
  • Strong judgment, organization, and problem-solving skills.
  • Collaborative, team-oriented mindset with the initiative to identify and solve problems independently.
  • Genuine interest in building a long-term career in portfolio management and investment research.


Education & Professional Certifications:


  • Bachelor’s degree in Finance, Economics, Business, or a related field.
  • Series 7 and Series 66 licenses required within the first six months of employment.
  • Progress toward, or interest in, pursuing the CFA or CIMA designation is preferred.
  • Prior experience in investment management, wealth management, portfolio analysis, or a related financial services environment is preferred.


Compensation & Benefits:


  • Competitive base salary of $65,000–$75,000, commensurate with experience and qualifications.
  • Performance-based bonus opportunities and potential salary increase tied to performance and professional development.
  • Comprehensive benefits package, including health insurance, 401(k) with company match, and paid time off.
  • Professional development opportunities and support for industry certifications.
  • Opportunity to work alongside experienced investment professionals and gain broad exposure to portfolio management and wealth management.


Career Growth:


This role is designed for a motivated investment professional who wants to build a career in portfolio management. The successful candidate will have opportunities to progressively take on greater responsibility across investment research, portfolio construction, trading, account management, and client engagement.

As the Associate Portfolio Manager develops, potential career progression may include Portfolio Manager and Senior Portfolio Management responsibilities, with compensation and scope increasing alongside demonstrated performance and professional milestones.


Why This Opportunity:


Our client offers a collaborative, intellectually engaging environment where investment professionals are encouraged to learn, contribute, and grow. The firm takes a thoughtful, client-centric approach to wealth management and places a strong emphasis on investment discipline, teamwork, and continuous improvement.

If you are an analytically driven investment professional who is ready to take the next step toward a career in portfolio management, ProspectBlue would like to hear from you.


Apply