Investment Analyst

Plymouth, MA - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Waldron Private Wealth (Waldron) is looking for an Investment Analyst to provide investment portfolio management services conduct research on the economy and markets perform due diligence on new and existing managers and create reports for client investment portfolios presentations.

In this role you will:

Generate investment-related reports for client portfolios and internal processes including the creation andmodification 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 theInvestment 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 teammembers.
Coordinate and collaborate with all of the Firms resources/personnel in fulfilling client needs.
Create monthly and quarterly due diligence reporting.
May attend and participate in client meetings; review all meeting notes and make necessary updates in applicableplanning system.
Act as service advisor on client relationships where appropriate.
Take on a mentoring and training role with Associates and Interns.
Eligible to receive sourcing revenue if generated no requirement to meet a specified annual goal.

Requirements:

Bachelors Degree in finance or related field required.
Minimum of one (1) year of internal Waldron wealth management or investment experience
required. Or in lieu of a minimum of two (2) years of external wealth management orinvestment related experience required. Four (4) years preferred.
Passed CFP CFA (Level I) CPA or another approved advanced credential required.
Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP ChFC PFS CFA CIC Series 65 or Series 66).

Summary:

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 Barrons Forbes and the Financial Times.

At Waldron we offer our employees:

Comprehensive medical benefits
Dental and Vision coverage
Life Insurance
Short and Long Term Disability
401(k) Profit Sharing

Required Experience:

Manager

In this role you will:

Generate investment-related reports for client portfolios and internal processes including the creation andmodification 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 theInvestment 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 teammembers.
Coordinate and collaborate with all of the Firms resources/personnel in fulfilling client needs.
Create monthly and quarterly due diligence reporting.
May attend and participate in client meetings; review all meeting notes and make necessary updates in applicableplanning system.
Act as service advisor on client relationships where appropriate.
Take on a mentoring and training role with Associates and Interns.
Eligible to receive sourcing revenue if generated no requirement to meet a specified annual goal.

Requirements:

Bachelors Degree in finance or related field required.
Minimum of one (1) year of internal Waldron wealth management or investment experience
required. Or in lieu of a minimum of two (2) years of external wealth management orinvestment related experience required. Four (4) years preferred.
Passed CFP CFA (Level I) CPA or another approved advanced credential required.
Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP ChFC PFS CFA CIC Series 65 or Series 66).