Waldron Private Wealth (Waldron) is looking to fill a Investment Analyst II position and is seeking a highly motivated, energetic, organized, and strategic individual. This individual will be responsible for providing investment portfolio management services, conducting research on the economy and markets, performing due diligence on new and existing managers, and creating reports for client investment portfolios presentations.
In this role you will:
Act as a subject matter expert in one or more functions within the department and manage assigned function.
Participate in various client interactions (ex. emails, meetings, phone calls, etc.) with other client team members.
Generate investment-related reports for client portfolios and internal process, 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.
What you need:
Travel up to 15% to sites beyond the corporate office required.
Bachelor's Degree in finance or related field required.
Minimum of four (4) years of wealth management or investment related experience required.
Passed CFP, CFA (Level II), CPA or another approved advanced credential required.
Series 65 required or obtained within three (3) months unless regulatory exemption is granted.
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 - currently we cover 100% of your medical premium!
Dental and vision coverage
Short and Long Term Disability
401(k) Profit Sharing
Paid Time Off
Financial Planning Advice
We look forward to reviewing your application!
Waldron Private Wealth