In this role, you will:
- Act as a subject matter expert in one or more functions within the research team and manage assigned functions.
- Execute the due diligence process for new and existing investment strategies, working with team members to complete relevant reporting and communicating analysis of potential investments.
- Analyze and communicate drivers of investment performance within recommended asset allocations to internal team members.
- Understand and be able to communicate the investment philosophy and process to the Wealth Advisory team.
- Review reports for meetings of the Investment Strategy Group and Investment Committee and assist in the presentation of those materials.
- Complete monthly and quarterly investment commentaries and deliver market updates to the Wealth Advisory team and Portfolio Management team.
- Support the goals and visions outlined by the Investment Committee.
- Collaborate across teams to research new resources and technologies to add efficiencies to the investment process.
- Communicate with Client Portfolio Managers and Advisory teams for ad hoc client requests.
- Create monthly and quarterly due diligence reporting.
- Bachelor’s Degree in finance or related field required.
- Minimum of four (4) years of investment research or wealth management experience required. Six (6) years preferred.
- Experience in the UHNW space preferred.
- Three (3) years of investment research experience within public and/or private markets required.
- CFA charterholder, CAIA, or another approved advanced credential required.
- Investment Adviser Representative 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
- At least four years of investment research or wealth management experience
- At least three years of investment research experience in public and/or private markets
- CFA charterholder or another approved advanced credential
- Eligibility for Investment Adviser Representative registration within three months of starting, such as CFP, ChFC, PFS, CIC, Series 65, or Series 66
- Six years of investment research or wealth management experience
- Experience serving ultra-high-net-worth clients
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.
