About this opportunity
Veritas Partners lists this Investment Accounting Analyst/Senior Analyst opportunity in richmond, va, Virginia. Review the employer’s description below for duties, qualifications and application requirements.
Job description
We are currently seeking a Senior Investment Analyst for a growing wealth management team in the Richmond area.
The Senior Analyst is responsible for managing client investment portfolios to help achieve financial objectives while balancing risk and return. Responsibilities include asset allocation, security selection, portfolio implementation, cash management, and ongoing portfolio monitoring. Conducts regular client portfolio reviews, investment research, and provides investment guidance.
Bachelor's Degree required
3+ years' experience in an investment analysis or portfolio management/portfolio construction capacity focused on high net-worth clientele
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.