Investment Portfolio Manager

Waldron Private Wealth • Detroit, MI

5d

About The Position

Waldron Private Wealth (Waldron) is seeking an experienced, detail-oriented investment professional to oversee the implementation and ongoing management of complex investment portfolios for ultra-high-net-worth clients. The role focuses on portfolio execution, rebalancing, cash management, performance analysis, and risk monitoring to ensure portfolios align with established investment strategies and client objectives. It is a collaborative, non-client-facing role centered on portfolio management rather than investment strategy development.

The Investment Portfolio Manager performs portfolio management duties, manages investment-function activities and execution across a variety of clients, develops portfolio allocation recommendations and custom portfolio strategies, and oversees their delivery and monitoring. The role also communicates with advisors about portfolio strategies, performance, and market conditions; provides investment concierge services to existing clients; coordinates with firm departments on client engagements; and supports Investment Committee goals and direction for the Portfolio Management team.

Requirements

• Bachelor’s degree in finance or a related field.
• At least eight years of investment or wealth management experience.
• CFA charterholder, CFP® professional, CAIA, or another approved advanced credential.
• Eligibility for Investment Adviser Representative registration within three months of the start date (e.g., CFP®, ChFC, PFS, CFA, CIC, Series 65, or Series 66).

Nice To Haves

• Ten years of investment or wealth management experience preferred.
• Four years of experience in the ultra-high-net-worth (UHNW) space preferred.

Responsibilities

• Perform portfolio management duties, including rebalancing, cash management, allocation changes, and performance reporting.
• Manage investment-function activities and execution for a variety of clients.
• Develop portfolio allocation recommendations and oversee their delivery.
• Develop and monitor custom portfolio strategies.
• Communicate with advisors through emails, meetings, phone calls, and other means regarding portfolio strategies, performance, and the market environment.
• Provide top-level investment concierge services to existing clients.
• Coordinate and collaborate with firm departments to develop a holistic plan for client engagements.
• Support goals and visions outlined by the Investment Committee that impact the Portfolio Management team.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior