Investment Strategist

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Richmond, VA | Model-Driven Strategy | Growth-Focused | Team-Oriented

Are you a recent grad with a passion for investments, data, and making a real impact from day one? We're looking for early-career professionals who are ready to roll up their sleeves and grow with a firm that’s big enough to matter—but small enough that your voice will be heard.

This is an independent investment advisory firm based in Richmond, Virginia, specializing in model-driven portfolio management and client-first financial strategies. The team is close-knit, the culture is collaborative, and the work is meaningful—helping clients navigate their most important financial decisions.

What You’ll Gain as a New Grad:

Hands-on Experience Right Away

• You won’t be doing busywork. As a Portfolio Strategist, you’ll support real investment decisions, assist with trade execution, analyze portfolios, and contribute to reports that go straight to the Investment Committee and clients.

Training and Mentorship

• You’ll learn proprietary investment tools, receive support for Series 7 & 66 licensing, and be encouraged to pursue CFA or CIMA certifications. The firm believes in building talent from the ground up.
• There’s a clear career path from entry-level to Portfolio Manager. As you grow your skills and credentials, your role—and your compensation—will grow with you.
• You'll work side by side with experienced professionals who are invested in your success. The environment is one of curiosity, learning, and continuous improvement.

Great Location, Great Lifestyle

• Work in Richmond, one of the East Coast’s most livable cities—offering the best of city life, outdoor access, and a lower cost of living than major financial hubs.

This role is a great fit if you...

• Just earned (or are about to earn) a degree in Finance, Economics, or a related field
• Love digging into data, building models, or analyzing trends
• Have strong communication skills and attention to detail
• Are ready to learn, grow, and contribute from day one

Launching your career in finance can feel overwhelming—this is a place where you can build confidence, sharpen your skills, and start strong. Let’s chart a course for your future—together.

• Seniority level
  
  Entry level

• Employment type
  
  Full-time

• Job function
  
  Analyst, Research, and Strategy/Planning
• Industries Investment Advice and Investment Management

Referrals increase your chances of interviewing at Magnify by 2x

Richmond, VA $84,980.00-$ 8 hours ago

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