Teams at Waldron Private Wealth

Supports client portfolio managers with portfolio construction, asset allocation, rebalancing, trade recommendations, performance and risk analysis, compliance reviews, portfolio transitions, alternative investment data, and trade execution. Collaborates with operations, research, and Wealth Advisory teams while maintaining reports, reconciling transactions, and helping ensure portfolios align with client objectives, risk tolerance, tax considerations, and firm guidelines.

Oversee implementation and ongoing management of complex ultra-high-net-worth client portfolios. Responsibilities include portfolio rebalancing, cash management, allocation changes, performance reporting, risk monitoring, custom strategy development, and investment execution. The role provides allocation recommendations, communicates with advisors, supports client investment needs, and collaborates across departments to deliver coordinated wealth management solutions.

Provides bill payment, bookkeeping, account reconciliation, cash monitoring, financial reporting, vendor coordination, and documentation support for high-net-worth family office clients. Maintains records in QuickBooks Online, supports month-end and year-end close, assists with tax documentation, manages financial institution relationships, and provides backup coverage for bill pay and senior bookkeeping functions.