Administrative and Performance Associate

Location:  Richmond, VA
Department:  Davenport Asset Management
This is a non-exempt position supporting Portfolio Managers, Investment Executives and Davenport Asset Management personnel in the preparation of presentation materials and administrative support.  The position provides broad exposure to Davenport Asset Management with the intent to serve as a base for future growth within the department.
This position requires overtime, particularly after quarter end.  Time off should be scheduled outside of quarter end and other busy periods.
Primary responsibilities include, but are not limited to:
  • Creating presentation materials
    • Client Books
    • Custom performance and fee analysis
    • Monthly and quarterly institutional account reports
    • Market charts
    • Power Point Presentations
Additionally, to serve as back up:
  • Performance attribution studies
  • Creation of portfolio analysis reports and models
  • Assistance with institutional summit
  • Portfolio Review meetings
  • Trading support
  • Administrative support
  • Strong math aptitude, numerical and quantitative analysis skills
  • Ability to multi-task and meet deadlines
  • Extremely well-organized, detail-oriented and accurate
  • A strong desire to pursue a career in the investment business
  • Strong time-management and problem-solving skills
  • College Degree and Series 7 & 66 registered or must obtain registrations within six months of hire date
  • Highly motivated; ability to work independently, with strong interpersonal and communication skills
  • Proficiency in MS Outlook, Excel and Power Point; knowledge of Adobe InDesign and Illustrator desirable; knowledge of Bloomberg a plus
  • Ability to learn and master computer applications that house customer data
  • Ability to understand and adhere to industry rules and regulations
  • Regular full-time attendance to meet the daily demands of the position
  • Professional demeanor
We offer a competitive salary and excellent benefit program, including safe harbor 401(k) contribution, profit sharing plan, disability and life insurance, high deductible health plan with an HSA, Paid Time Off and elective dental benefits.  We offer wellness programs and support a friendly and collegial culture, with company sponsored volunteer opportunities during business hours.
Submit your resume and cover letter by using the 'Apply' button located on this page
Davenport & Company LLC provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.