Client Portfolio Analyst

Waldron Private Wealth (Waldron) is seeking a client portfolio analyst to provide investment portfolio management services, assist with the preparation of trades, rebalancing, and day-to-day management of client portfolios. The role will have a key focus on performance analysis and risk management that seeks to ensure a client’s portfolio aligns with their investment objectives, risk tolerance, and firm guidelines as well as maintenance of internal systems and reporting.

1. Support client portfolio managers in portfolio construction, asset allocation, and rebalancing.
2. Support the operational functions of the portfolio management team by overseeing the completion of cash reports, client activity reports, trade reconciliation and settlement reviews, and other regular tasks.
3. Prepare trade recommendations for client portfolios and assist with maintenance of target portfolios relative to firm guidelines.
4. Develop an understanding of alternative investments and use that knowledge to assist with inputting alternative investment data accurately and the reconciliation of capital calls, distributions, and other fund-level data as needed.
5. Monitor portfolio performance relative to benchmarks.
6. Assist with the development and communication of drivers of investment performance of client portfolios to internal team members and the Wealth Advisory team.
7. Assist with scenario, stress, and drawdown analysis.
8. Review portfolio compliance with investment objective letters.
9. Develop an understanding of the structure of client portfolios as it relates to wash-sale groups, related accounts, lifestyle vs legacy assets, and related factors.
10. Assist in portfolio transitions for new clients and manager changes.
11. Collaborate with the operations, research, and Wealth Advisory teams to ensure accurate execution of trades.
12. Learn and assist in the trading process.
    • Assisting with and trusted to execute the trading process with little to no supervision.
    • Demonstrated understanding of the Waldron portfolio construction and management process through the delivery of client allocation and trade recommendations and knowledge of available investment options that may be utilized to assist in tax planning, concentrated position management, and other unique situations.

Experience/Education Requirements:

1. Bachelor’s Degree in finance or related field required. 
2. Minimum of one (1) year of experience in financial services industry preferred.
3. Progression towards the CFA charter, CFP® designation, or other approved designation, targeting to start prior to the end of first year.
4. Registration eligibility required within 3 months of start date. (e.g. CFP®, ChFC, PFS, CFA, CIC, Series 65, or Series 66).

Powered by JazzHR