The Associate Portfolio Manager supports our dynamic investment team in all aspects of the portfolio-related process. This role works closely with other team members in supporting our wealth management advisors, monitoring client portfolios, creating deliverables, and executing trading operations. The ideal candidate will be detail-oriented with strong analytical abilities and the capacity to manage multiple investment portfolios and projects in a team environment. This role reports to the Director of Portfolio Management.

Responsibilities:

Support portfolio management team by maintaining accurate client portfolios, monitoring liquidity needs, adhering to client-specific restrictions, and ensuring positioning is aligned with investment objectives
Prepare regular exposure and risk reports, conduct portfolio reviews, rebalance portfolios, generate proposals, and monitor investment model changes across multiple client accounts for review by portfolio management and advisors
Assist in the analysis of securities, account transitions, and cash flow activities, while helping to identify potentional investment risks and propose risk mitigation measures to management
Apply economic and market trends and company-specific financial data to assist portfolio management team with buying and selling of stocks, bonds, mutual funds, ETFs, and other investment vehicles
Support the implementation of investment strategies to transition new and existing clients to the Firm’s investment strategy
Execute daily, monthly, and annual trading operation processes including data integrity maintenance, reconciliation, and troubleshooting of trade settlement services
Resolve trade errors with custodians and internal teams to ensure best execution of complex trades
Reconcile and maintain client investment records, including cost basis adjustments and application of appropriate corporate actions providing timely updates to team and management
Collaborate with various teams to assist in the development and improvement of portfolio management processes
Respond to inquiries and requests from portfolio management and advisors in a timely and professional manner ensuring all inquiries and requests are thoroughly addressed, and seek support from management as necessary
Perform other related duties and projects as assigned

Minimum Qualifications:

Bachelor’s degree in relevant field (Finance, Economics, etc.)
Must have or obtain FINRA Series 65 license within 90 days of hire
2+ years of experience in the financial services, investments, or portfolio management industries

Location:

Richmond, VA – This position is eligible for a hybrid work arrangement (three days onsite, two days remote) once in-office training is complete and approved by position's manager.

Work Authorization:

Applicants must be authorized to work for any employer in the United States. At this time, Godsey & Gibb Wealth Management will not sponsor a new applicant for employment authorization for this position. At this time, relocation assistance is not available for this position. No agencies please. Godsey & Gibb Wealth Management does not accept any unsolicited resumes from external recruiting firms.

Keywords: associate portfolio manager, portfolio administrator, portfolio analyst, wealth management, Series 65, trader, trading operations, high net worth clients, investment strategy, fiduciary, SEC, compliance, investment analyst

Benefit Highlights:

At Godsey & Gibb, we offer a competitive and comprehensive benefits package including, but not limited to:

Competitive salary
Bonus potential
Medical, dental, and vision insurance
Flexible spending accounts
401(k) matching
Life insurance
Paid time off
Paid maternity/parental leave
Tuition reimbursement
Professional development assistance
Health and fitness reimbursement
Cultural arts reimbursement
Paid volunteer time off
Matching charitable gift program
Regular team events

About Us:

Founded in Richmond, Virginia in 1985, Godsey & Gibb Wealth Management is a fast-growing wealth management firm serving high-net-worth clients nationwide with a focus on the Southeast. We leverage our Isn't knowledge and experience to guide our clients through unpredictable financial markets.

We are dedicated to providing a very professional, high-touch, high-level of client service. To achieve this level of service, effective teamwork and communication with colleagues and clients are essential. In joining a team of successful professionals, the ideal candidate will be expected to put our clients’ best interests first and participate fully in providing an exceptional client experience.

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Associate Portfolio Manager