What are the responsibilities and job description for the Investment Strategist position at Magnify?
🎓 Kickstart Your Career in Investment Management
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.
Growth You Can See
- 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.
Collaborative, Supportive Culture
- 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.
đź’¬ 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.
