Job Description

Waldron Private Wealth (Waldron) is looking for an Investment Analyst to provide investment portfolio management services, conduct research on the economy and markets, perform due diligence on new and existing managers, and create reports for client investment portfolios presentations.

In this role you will:

• Generate investment-related reports for client portfolios and internal processes, including the creation and modification of client portfolios, portfolio rebalancing reports, and investment performance reporting.
• Assist in trading functions.
• Analyze and communicate drivers of investment performance of client portfolios to internal team members.
• Evaluate prospective client portfolios; generating portfolio analysis reports as well as conveying analysis of the investments internally to team members.
• Assist in the due diligence process for new and existing investment strategies, working with team members to complete relevant reporting, and communicating analysis of the potential investments.
• Support the goals and visions outlined by the senior team members/Chief Investment Officer impacting the Investment team.
• Communicate with portfolio managers and other departments for requests and ad hoc reports on various topics.
• Complete monthly and quarterly client performance reports and ad hoc reports as required by clients or other team members.
• Coordinate and collaborate with all of the Firm’s resources/personnel in fulfilling client needs.
• Create monthly and quarterly due diligence reporting.
• May attend and participate in client meetings; review all meeting notes and make necessary updates in applicable planning system.
• Act as service advisor on client relationships, where appropriate.
• Take on a mentoring and training role with Associates and Interns.
• Eligible to receive sourcing revenue if generated, no requirement to meet a specified annual goal.

Requirements:

• Bachelor’s Degree in finance or related field required.
• Minimum of one (1) year of internal, Waldron wealth management or investment experience
  required. Or, in lieu of, a minimum of two (2) years of external wealth management or investment related experience required. Four (4) years preferred.
• Passed CFP, CFA (Level I), CPA 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).

Summary:

Waldron is a boutique wealth management firm that advises a select group of multigenerational families, business owners and corporate executives. We are dedicated to providing our clients with comprehensive financial planning and independent, goal-based investment management. Waldron has been consistently ranked as a top financial advisor by industry leading publications including Barron’s, Forbes, and the Financial Times.

 
At Waldron we offer our employees:

• Comprehensive medical benefits
• Dental and Vision coverage
• Life Insurance
• Short and Long Term Disability
• 401(k) Profit Sharing

 

Job Tags

Full time, Temporary work,

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