Waldron Private Wealth (Waldron) is looking for a Client Portfolio Manager to provide investment portfolio management services, oversee the preparation of trades, rebalancing, and day-to-day management of client portfolios. This 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.
In this role you will:-
Perform client portfolio management duties as assigned, including rebalancing, cash management, allocation changes, and performance reporting.
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Manage the activities and execution of the investment functions for a variety of clients.
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Develop portfolio allocation recommendations and oversee delivery of those recommendations.
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Develop and monitor custom portfolio strategies.
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Communicate with clients (ex. emails, meetings, phone calls, etc.) on an as needed basis regarding portfolio strategies, performance, and the market environment.
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Provide top-level investment concierge services to existing clients.
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Coordinate and collaborate with all firm departments to develop a wholistic plan for client engagements.
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Support the goals and visions outlined by the Investment Committee impacting the Portfolio Management team.
Experience/Education Requirements:
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Bachelor’s Degree in finance or related field required.
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Minimum of eight (8) years of investment or wealth management experience required. Ten (10) years preferred.
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Four (4) years of experience in the UHNW space preferred.
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CFA charterholder, CFP® professional, or another approved advanced credential required.
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Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP®, ChFC, PFS, CFA, CIC, Series 65, or Series 66).
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