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Senior Investment Analyst

Veritas Partners

Greater Richmond Region

full-time

Posted October 12, 2026

Description

<p>We are currently seeking a Senior Investment Analyst for a growing wealth management team in the Richmond area.</p><p><br /></p><p>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.</p><p><br /></p><p>Bachelor's Degree required</p><p>3+ years' experience in an investment analysis or portfolio management/portfolio construction capacity focused on high net-worth clientele</p>

Job Overview

Location

Greater Richmond Region

Job Type

full time

Date Posted

October 12, 2026

Skills & Technologies

RN PA ER
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