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Portfolio Manager
Job in
Richmond, Henrico County, Virginia, 23214, USA
Listed on 2026-06-14
Listing for:
InforCapital, partnership
Full Time
position Listed on 2026-06-14
Job specializations:
-
Finance & Banking
Portfolio Manager, Wealth Management -
Management
Portfolio Manager, Wealth Management
Job Description & How to Apply Below
Location
Richmond, United States Date Posted June 10, 2026
Region Virginia Stay ahead of the market
Get instant notifications when new job openings matching "Private Equity / Director jobs in Richmond, United States" are published.## About This Role Silvercrest Asset Management Group LLC is a leading independent registered investment advisor founded in 2002, offering bespoke asset management and family office services to ultra-high-net-worth families and select institutional investors. The firm advises on over $35 billion in assets, serving families, endowments, foundations, and institutional investors with a client-centric, fiduciary approach underpinned by rigorous proprietary research.
This Portfolio Manager position in Richmond, Virginia is designed for an experienced investment professional with a demonstrated ability to manage complex client portfolios and build long-term client relationships. The Portfolio Manager serves as a senior member of the investment team, responsible for portfolio construction, investment oversight, client engagement, client support team oversight, and business development. The Richmond team operates in a fast-paced, growth-oriented environment with close collaboration across investment management, family office, and client service functions.
Responsibilities include serving as a portfolio manager for client relationships, ensuring portfolios align with client objectives, constraints, and long-term goals; designing, implementing, and monitoring customized investment portfolios across public and private markets; overseeing portfolio performance, asset allocation, and risk exposures, recommending adjustments as market conditions or client circumstances evolve; maintaining deep knowledge of Silvercrest's investment platform and contributing to investment research and strategy discussions;
acting as a primary investment contact for clients, leading portfolio review meetings, and communicating investment strategy, performance, and outlook; identifying opportunities to expand existing client relationships and contributing to new business development; and working closely with client associates and family office professionals to deliver comprehensive, high-touch client service.
Qualifications:
Bachelor's degree in Finance, Economics, Business, or a related field; MBA and/or CFA preferred; demonstrated ability to manage complex client portfolios; deep investment expertise with a strong technical and analytical background; proven track record of managing sophisticated portfolios for UHNW clients; highly organized, collaborative, and client-focused.
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