In this role you will:
- Manage the activities and execution of the investment functions for clients with combined AUM up to $1B who are assigned to their team.
- Communicate with clients regarding portfolio strategies, performance, and the market environment.
- Coordinate and collaborate with all firm departments to develop a wholistic plan for client engagements. Develop and monitor custom portfolio strategies.
- Approve trading and rebalancing recommendations.
- Contribute to and provide a sounding board for the firm’s due diligence process. Oversee the due diligence process for new and existing investment strategies. Establish the due diligence and manager selection criteria.
- Coordinate and manage investment research. Evaluate investment offerings (e.g. usage, flow, overlap, etc.) and research complimentary new offerings.
- Create strategic and tactical investment macro allocations, evaluate and enhance allocations as needed, as well as build and identify the best implementation instruments.
- Take on a leadership role in decision making on investments.
Top Skills
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.
