Client Portfolio Analyst

Waldron Private Wealth•Radnor Township, PA

About The Position

Waldron Private Wealth (Waldron) is seeking a Client Portfolio Analyst to provide investment portfolio management services and assist with trade preparation, rebalancing, and day-to-day management of client portfolios. The role focuses on performance analysis and risk management to help ensure client portfolios align with investment objectives, risk tolerance, and firm guidelines, as well as maintaining internal systems and reporting. The analyst supports client portfolio managers in portfolio construction, asset allocation, and rebalancing; supports portfolio-management operations and trading; monitors performance and compliance; and helps analyze and communicate portfolio performance. The position also involves learning about alternative investments, portfolio structures, and the firm's portfolio construction and management process.

Requirements

Bachelor's degree in finance or a related field.
Registration eligibility within three months of the start date, such as CFP®, ChFC, PFS, CFA, CIC, Series 65, or Series 66.

Nice To Haves

At least one year of experience in the financial services industry.
Progress toward the CFA charter, CFP® designation, or another approved designation, with a target of starting before the end of the first year.

Responsibilities

Support client portfolio managers in portfolio construction, asset allocation, and rebalancing.
Oversee completion of cash reports, client activity reports, trade reconciliation and settlement reviews, and other regular operational tasks.
Prepare trade recommendations for client portfolios and help maintain target portfolios relative to firm guidelines.
Input alternative investment data accurately and reconcile capital calls, distributions, and other fund-level data as needed.
Monitor portfolio performance relative to benchmarks.
Assist with developing and communicating drivers of investment performance to internal team members and the Wealth Advisory team.
Assist with scenario, stress, and drawdown analysis.
Review portfolio compliance with investment objective letters.
Develop an understanding of client portfolio structures, including wash-sale groups, related accounts, lifestyle versus legacy assets, and related factors.
Assist with portfolio transitions for new clients and manager changes.
Collaborate with operations, research, and Wealth Advisory teams to ensure accurate trade execution.
Learn and assist in the trading process, with the expectation of executing trades with little to no supervision.
Demonstrate understanding of Waldron's portfolio construction and management process through client allocation and trade recommendations and knowledge of investment options for tax planning, concentrated position management, and other unique situations.