Waldron Private Wealth (Waldron) is seeking a client portfolio analyst to provide investment portfolio management services, assist with the preparation of trades, rebalancing, and day-to-day management of client portfolios. The role will have a key focus on performance analysis and risk management that seeks to ensure a client’s portfolio aligns with their investment objectives, risk tolerance, and firm guidelines as well as maintenance of internal systems and reporting.
In this role you will:- Support client portfolio managers in portfolio construction, asset allocation, and rebalancing.
- Support the operational functions of the portfolio management team by overseeing the completion of cash reports, client activity reports, trade reconciliation and settlement reviews, and other regular tasks.
- Prepare trade recommendations for client portfolios and assist with maintenance of target portfolios relative to firm guidelines.
- Develop an understanding of alternative investments and use that knowledge to assist with inputting alternative investment data accurately and the reconciliation of capital calls, distributions, and other fund-level data as needed.
- Monitor portfolio performance relative to benchmarks.
- Assist with the development and communication of drivers of investment performance of client portfolios to internal team members and the Wealth Advisory team.
- Assist with scenario, stress, and drawdown analysis.
- Review portfolio compliance with investment objective letters.
- Develop an understanding of the structure of client portfolios as it relates to wash-sale groups, related accounts, lifestyle vs legacy assets, and related factors.
- Assist in portfolio transitions for new clients and manager changes.
- Collaborate with the operations, research, and Wealth Advisory teams to ensure accurate execution of trades.
- Learn and assist in the trading process.
- Assisting with and trusted to execute the trading process with little to no supervision.
- Demonstrated understanding of the Waldron portfolio construction and management process through the delivery of client allocation and trade recommendations and knowledge of available investment options that may be utilized to assist in tax planning, concentrated position management, and other unique situations.
Experience/Education Requirements:
- Bachelor’s Degree in finance or related field required.
- Minimum of one (1) year of experience in financial services industry preferred.
- Progression towards the CFA charter, CFP® designation, or other approved designation, targeting to start prior to the end of first year.
- Registration eligibility required within 3 months of start date. (e.g. CFP®, ChFC, PFS, CFA, CIC, Series 65, or Series 66).
Skills Required
- Bachelor's degree in finance or a related field
- Minimum of one year of experience in the financial services industry
- Progression toward the CFA charter, CFP designation, or another approved designation, targeted to begin before the end of the first year
- Registration eligibility within three months of the start date, such as CFP, ChFC, PFS, CFA, CIC, Series 65, or Series 66
What We Do
Waldron Private Wealth is a boutique wealth management firm that advises a select group of individuals, families, and family offices. We limit the number of our engagements so that we are able to offer each client greater focus on how best to simplify the complexities of their significant wealth. Our approach requires gaining a deep understanding of not only your investments, but of your total financial picture. It is this 360° view that allows us to see all the ways in which your financial decisions affect one another, from taxes to trusts to types of income and timing of distributions. For each of our select engagements, we build a team of experts with experience in the financial disciplines best suited for your specific circumstances. Among the titles and certifications held by our team members are Certified Financial Planner®, CPA, Chartered Financial Analyst, Certified Divorce Financial Analyst, and graduates of the Institute for Preparing Heirs.
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