Client Portfolio Analyst: Trades, Risk & Growth

Waldron Private Wealth; Radnor Township (PA); Presencial; USD 65.000 - 90.000; Jornada completa

Descripción de la vacante

Waldron Private Wealth is seeking a client portfolio analyst to help manage investment portfolios, assist with trades, rebalancing, and day-to-day portfolio oversight. The role emphasizes performance analysis and risk management to ensure alignment with client objectives, risk tolerance, and firm guidelines, as well as maintaining internal systems and reporting.

The analyst will support portfolio managers in construction, asset allocation, and rebalancing, and contribute to cash and client

Formación

• Bachelor's degree required.
• Minimum of one year of experience in financial services preferred.
• Progression towards the CFA charter, CFP designation, or other approved designation offered.
• Registration eligibility required within 3 months of start date (e.g. CFP, ChFC, PFS, CFA, CIC, Series 65, or Series 66).

Responsabilidades

• Support portfolio managers in portfolio construction, asset allocation, and rebalancing.
• Oversee cash reports, client activity reports, trade reconciliation and settlement reviews.
• Prepare trade recommendations and maintain target portfolios per firm guidelines.
• Input/verify alternative investment data and reconcile capital calls and distributions.
• Monitor portfolio performance relative to benchmarks and risk metrics.
• Communicate drivers of performance to Wealth Advisory team and internal partners.
• Assist with scenario, stress, and drawdown analyses.
• Review portfolios for alignment with investment objectives and guidelines.
• Learn and support the trading process with supervision where applicable.

Conocimientos

Portfolio construction

Asset allocation

Risk management

Trade support

Educación

Bachelor's Degree in Finance or related field

Descripción del empleo

Waldron Private Wealth is seeking a client portfolio analyst to help manage investment portfolios, assist with trades, rebalancing, and day-to-day portfolio oversight. The role emphasizes performance analysis and risk management to ensure alignment with client objectives, risk tolerance, and firm guidelines, as well as maintaining internal systems and reporting.

The analyst will support portfolio managers in construction, asset allocation, and rebalancing, and contribute to cash and client