Photo of Agili team members standing together outside on a patio smiling at the camera.

The Agili Team

Agili is hiring! We’re recruiting an Investment Analyst to join our team of experts in Richmond. Interested candidates may send resumes/CV to Cindy Joyce at Please see the job description below:


Investment Analyst Job Announcement:

Innovative financial management firm is seeking an Investment Analyst to join our team in Richmond, VA.  We are an independent, fee-only firm providing comprehensive financial planning and investment management services that serve the best interests of successful individuals and families.   The firm has been recognized by Barron’s and Worth as a top financial management firm.  Our team has two locations, Bethlehem, PA and Richmond, VA.

Description of the Position:
  • Performs analysis, due diligence research, monitoring on a variety of investments including but not limited to equities, fixed income, alternative investments and private investments.
  • Recommends and reports on investments to the Investment Policy Committee as directed by the CIO.
  • Works with Financial Strategists and the Investment Team to ensure that appropriate investments are selected and monitored for our clients personalized, customized portfolios.
  • Work in a team environment to share information, find solutions and develop new skills.
Qualifications for the Position:
  • Detail oriented individual with the ability to develop and integrate investment strategies for high-net worth individuals.
  • Strong educational credentials and analytical background.
  • Three to five years of experience in the finance industry.
  • Excellent written and oral communication skills.
  • Excellent computer skills particularly financial modeling in Excel. Knowledge in Orion is a plus.
  • MBA and/or progress towards CFA designation encouraged.
 What We Offer:
  • Competitive salary commensurate with experience
  • Performance and Discretionary bonus
  • Health, Dental and Life insurance
  • Long term disability
  • 401(k) with company profit sharing


Interested candidates may send resumes/CV to Cindy Joyce at