Top 13 Portfolio manager Jobs in Midlothian Va

Portfolio Manager III
Bank of America —Richmond, VA
- $135,600 - $300,000 a year
- Full-time
- CPA
- Customer service
- Writing skills
Junior Portfolio Manager - Fixed Income
Cerity Partners —Richmond, VA
- $80,000 - $130,000 a year
- Email
- 5 years
- Research
- Office
- Commuter assistance
- Dental insurance
A416-Program or Portfolio Manager rec (800311)
FHR —Richmond, VA
- Full-time
- Remote
- SharePoint
- Senior level
- 10 years
Quick Apply
Portfolio Manager
StyleCraft Homes —Richmond, VA
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health insurance
- Dental insurance
Quick Apply
Portfolio Manager
myStreet Community Management —Richmond, VA
- $58,000 - $68,000 a year
- Evenings as needed
- Microsoft Outlook
- Research
- Team management
Quick Apply
Credit Portfolio Manager III
Atlantic Union Bank —Richmond, VA
- $108,199 - $180,545 a year
- Hybrid work
- 7 years
- Writing skills
- Research
- Profit sharing
Games Portfolio & Content Manager
NeoPollard Interactive —Richmond, VA
- Remote
- Microsoft Outlook
- Marketing
- Bachelor of Science
- Paid parental leave
- AD&D insurance
Quick Apply
12d
Credit Portfolio Manager IV
Atlantic Union Bank —Richmond, VA
- $135,161 - $225,795 a year
- 7 years
- Writing skills
- Office
- Profit sharing
12d
Director, Portfolio Management Lead
Markel Service Inc. —Glen Allen, VA
- $158,720 - $218,240 a year
- Email
- Bachelor's degree
- Continuous improvement
- US work authorization
- AD&D insurance
- Employee stock purchase plan
Quick Apply
Associate Product Manager – Pressure & Force Portfolio
Omega Engineering Inc —United States
- $70,000 - $100,000 a year
- Remote
- Engineering
- Mid-level
- Analysis skills
Quick Apply
Associate Product Manager – Temperature Portfolio
Omega Engineering Inc —United States
- $70,000 - $110,000 a year
- Remote
- Engineering
- Mid-level
- Analysis skills
Quick Apply

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Credit Portfolio Manager III
Atlantic Union Bank —Richmond, VA
Provide in-depth, independent analysis of financial statements, management competencies, industry impact, competitive dynamics, collateral, and guarantor…
$108,199 - $180,545 a year
Credit Portfolio Manager IV
Atlantic Union Bank —Richmond, VA
Provides in-depth, independent and objective analysis of financial statements, management competencies, industry impact, competitive dynamics, collateral, and…
$135,161 - $225,795 a year
12d

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Portfolio Manager, International Equity
State Teachers Retirement System of Ohio —Columbus, OH
Conduct timely portfolio analysis and management to support development and implementation of STRS Ohio’s investment strategies with a goal of meeting the long-…
$238,950 - $286,740 a year
Investment Analyst, Enterprise Portfolio Management
Nationwide —Columbus, OH
Education: Bachelor’s degree in finance, economics, or a related field. Actively engage and debate how such changes create risks that could impact future…
6d

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portfolio manager jobs near midlothian va

Portfolio Manager III

Bank of America -
Richmond, VA

Apply Now

Job Details

Full-time
$135,600 - $300,000 a year

Qualifications

Customer communication
Banking services expertise
Customer relationship building
Customer service
High school diploma or GED
Investment client management
Customer engagement
Fiduciary duties
Financial product expertise
Customer relationship management
Industry knowledge of financial regulations
Banking product expertise
Experience practicing in the securities industry
Legal compliance

Full Job Description

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
This job is responsible for working with complex, high-net-worth investors to create customized investment strategies. Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. Job expectations include helping teams to drive client retention and business development, while mentoring associates.

Responsibilities:

Works to understand the client's situation and circumstances to develop and recommend an investment strategy tailored to their unique goals and objectives
Manages all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews
Collaborates with teammates to deliver the bank's full array of integrated solutions, such as equities, fixed income, alternative investments, and Specialty Asset Management as appropriate
Engages with clients to review investment performance and anticipated market changes based on economic and industry analysis
Stays up-to-date on recommendations from the Chief Investment Office, current market conditions, and economic trends to anticipate and mitigate investment risks
Develops meaningful relationships with clients, while demonstrating the highest care, skill, diligence, and ethics

Required Qualifications:

Minimum of 10 years of investment decision making and financial consulting experience working with high-net-worth and ultra-high net worth clients
Has held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field
Knowledge of fiduciary and financial products and services through extensive related work experience
Broad-based technical knowledge of investments, tax, legal and operations necessary to service clients
Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school
Skills and experience in negotiating, delegating and leadership
Superior client service and relationship management skills

Desired Qualifications:

Bachelor’s Degree in Finance, Accounting, Economics or related field or equivalent financial services/business experience
Graduate Degree such as MBA or JD
Holds appropriate credentials such as CPA, CFP and/or CFA designation
The ideal candidate will bring an appropriate mix of financial services expertise, management and business development experience

Skills:

Advisory
Client Investments Management
Customer and Client Focus
Investment Management
Presentation Skills
Active Listening
Analytical Thinking
Attention to Detail
Client Experience Branding
Valuation Ethics and Practice Standards
Collaboration
Critical Thinking
Data Quality Management
Trading
Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

Apply Now

Refine Your Search

portfolio manager jobs in midlothian va

Portfolio Manager III

Junior Portfolio Manager - Fixed Income

A416-Program or Portfolio Manager rec (800311)

Portfolio Manager

Portfolio Manager

Credit Portfolio Manager III

Games Portfolio & Content Manager

Credit Portfolio Manager IV

Director, Portfolio Management Lead

Associate Product Manager – Pressure & Force Portfolio

Associate Product Manager – Temperature Portfolio

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