Waldron Private Wealth
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.
Responsibilities
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; generate portfolio analysis reports and convey analysis of investments internally to team members Assist in the due diligence process for new and existing investment strategies, work with team members to complete relevant reporting, and communicate analysis of potential investments Support the goals and visions outlined by 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 Firm resources/personnel in fulfilling client needs Create monthly and quarterly due diligence reporting May attend and participate in client meetings; review meeting notes and update applicable planning systems Act as service advisor on client relationships, where appropriate Mentor and train 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 a minimum of two (2) years of external wealth management or investment related experience; 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. Benefits
Comprehensive medical benefits Dental and Vision coverage Life Insurance Short and Long Term Disability 401(k) Profit Sharing
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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; generate portfolio analysis reports and convey analysis of investments internally to team members Assist in the due diligence process for new and existing investment strategies, work with team members to complete relevant reporting, and communicate analysis of potential investments Support the goals and visions outlined by 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 Firm resources/personnel in fulfilling client needs Create monthly and quarterly due diligence reporting May attend and participate in client meetings; review meeting notes and update applicable planning systems Act as service advisor on client relationships, where appropriate Mentor and train 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 a minimum of two (2) years of external wealth management or investment related experience; 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. Benefits
Comprehensive medical benefits Dental and Vision coverage Life Insurance Short and Long Term Disability 401(k) Profit Sharing
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