Equity Research Analyst​/Portfolio Manager - CFA

Judson Group is proud to be retained by a leading $3B AUM RIA in the search for a dynamic and intellectually curious Equity Research Analyst / Portfolio Manager – CFA. This is an opportunity to join a high-performing investment team where rigorous research, thoughtful debate, disciplined portfolio construction, and exceptional client service drive meaningful outcomes for private wealth clients.

We are seeking an accomplished investment professional who brings deep expertise in equity research, portfolio management, valuation, trading, and investment strategy. The ideal candidate combines strong business judgment with a pragmatic, solutions-oriented mindset and enjoys building trusted client relationships while contributing to a collaborative investment process.

This position offers a unique platform to directly influence investment outcomes, manage sophisticated client portfolios, and partner with the team to deliver an exceptional client experience. You’ll be part of a team that values intellectual curiosity, initiative, collaboration, and continuous improvement—where your research, portfolio decisions, and client interactions will have a meaningful impact.

Why You’ll Love This Role:

• Your research and investment recommendations will directly influence portfolio strategy and client outcomes.
• Manage sophisticated client portfolios while collaborating with senior investment professionals on investment strategy and asset allocation.
• Build meaningful relationships with high-net-worth clients and serve as a trusted investment advisor.
• Enjoy the autonomy to develop differentiated investment ideas while contributing to a disciplined, team-oriented investment process.
• Help shape investment communications through client presentations, reporting, and business development initiatives.

What You’ll Be Doing:

• Conduct comprehensive equity research, developing high-conviction investment ideas and model portfolio recommendations.
• Manage investment portfolios across complex private wealth, trust, and employee benefit accounts in accordance with established investment policies.
• Execute security trades and oversee investment research management for assets under management.
• Research investment opportunities across equities, fixed income, and alternative investments while monitoring market trends and emerging opportunities.
• Assist in the development and implementation of investment policies and portfolio guidelines.
• Meet regularly with clients alongside Relationship Managers, providing investment insights and portfolio updates while ensuring an exceptional client experience.
• Collaborate with senior investment professionals to develop client presentations, reporting materials, and communications that clearly articulate investment strategy and portfolio positioning.
• Support new business initiatives by participating in prospect meetings and serving as a key contributor to business development efforts.

What We’re Looking For:

• Bachelor’s degree required;
  Master’s degree, MBA, or other advanced degree preferred.
• CFA designation required; CFP designation is a plus.
• 6+ years of investment management experience with a strong foundation in equity research and portfolio management.
• Experience managing client relationships and communicating complex investment concepts to sophisticated investors.
• Demonstrated expertise in equity research, valuation, portfolio construction, and investment strategy; experience with fixed income and alternative investments is a plus.
• Strong analytical, decision-making, and quantitative skills with exceptional attention to detail.
• Experience executing trades and managing investment portfolios.
• Advanced proficiency in Microsoft Office;
  Bloomberg experience is a plus.
• Excellent communication, presentation, and interpersonal skills with the ability to thrive in a collaborative, fast-paced environment.
• Proven ability to manage multiple priorities independently while maintaining a high standard of excellence.
• Full suite of benefits
• Ownership opportunity
• Flexible work space – must commute to Greensboro office 2-3 days per week