Top 5 Hedge fund Jobs in Richmond Va

Client Associate-RVA
SILVERCREST ASSET MANAGEMENT GROUP —Richmond, VA
- Full-time
- Mid-level
- Office
- Microsoft Office
Quick Apply
Client Service Associate
Wealth Enhancement Group —Richmond, VA
- $22 - $26 an hour
- Full-time
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Private Equity Mergers & Acquisitions Strategy & Diligence Manager
Deloitte —Richmond, VA
- $155,600 - $306,800 a year
- Full-time
- Up to 50% travel
- Bachelor's degree
- Doctor of Philosophy
Private Equity Mergers & Acquisitions Strategy & Diligence Senior Manager
Deloitte —Richmond, VA
- $189,200 - $372,900 a year
- Full-time
- 6 years
- Up to 50% travel
- Data analysis skills
Senior Tax Accountant
Meadows Urquhart —Richmond, VA
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Flexible schedule
Quick Apply

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Client Associate-RVA

SILVERCREST ASSET MANAGEMENT GROUP
Richmond, VA

Quick Apply

Job Details

Full-time

Qualifications

Customer communication
Microsoft Office
Managing clients in a customer support role

Full Job Description

Job Description
Silvercrest Client Associate

_________________________________________________________________________________________________

Status: Full-Time Employee
Location: Richmond, VA
Education: Bachelor?s degree or significant industry experience

Company Overview:

Silvercrest Asset Management Group is a registered investment advisor that provides asset management and family office services to families and select institutional investors. Silvercrest currently advises on $36.7 billion for a clientele comprised primarily of families, endowments, foundations and other institutional investors.

Job Description:

Candidate should be a highly organized, detail-oriented person with good follow-up and communication skills. They should be able to multi-task effectively, be eager to learn and improve processes, have a good work ethic and should be professional and personable in relating to clients and co-workers.

Qualifications:

Experience: 3 years? experience with a financial advisory firm preferable, but not required
Required Skills: Understanding of a broad range of investment products, experience with client service, MS Office proficiency including excellent Excel and Word skills
Desired Qualifications: Knowledge of Schwab Advisor Center or other custodial platforms, Docusign, Advent APX

Responsibilities Include:

Provide support to portfolio management team including new account openings, money movement and asset transfers, monitoring client accounts, and telephone support.
Communicate with portfolio management team and, as necessary, others in the firm on an ongoing basis concerning all client related matters.
Correspondence with clients regarding account information, cash and securities transfers, and other requests as they arise.
Interface with client custodians, accountants, attorneys, and third-party investment managers.
Maintain accurate client information on internal and third-party systems.
Work closely with custodians and internal operations to ensure accuracy of security set-up, cost basis, holdings, and other account information.
Review accounts regularly to ensure there are adequate cash balances to cover upcoming liquidity needs including management fees, tax payments, distributions, hedge fund subscriptions, and private equity capital calls.
Assist in the preparation of meeting materials for current and prospective clients.
Prepare paperwork for client signature, including Silvercrest advisory agreements, custodial forms, and subscription and redemption documents for alternative investments such as hedge funds and private equity funds.
Act as a liaison to Silvercrest?s family office group to assist with bill paying, tax payments, and other miscellaneous needs as they arise.
Additional duties and projects as required to support clients and the team.

Silvercrest Asset Management Group LLC is an Equal Opportunity Employer.

Quick Apply

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hedge fund jobs in richmond va

Client Associate-RVA

Client Service Associate

Private Equity Mergers & Acquisitions Strategy & Diligence Manager

Private Equity Mergers & Acquisitions Strategy & Diligence Senior Manager

Senior Tax Accountant

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