Client Portfolio Analytics & Trading Support

Waldron Private Wealth; Wayne (PA); On-site; USD 60,000 - 90,000; Full time

Job summary

Waldron Private Wealth is seeking a client portfolio analyst to support investment portfolio management, help with trades, rebalancing, and day-to-day client portfolio oversight. The role emphasizes performance analysis and risk management to ensure portfolios align with investment objectives and firm guidelines.

You will collaborate with the Wealth Advisory and operations teams to execute trades and monitor client portfolios.

Qualifications

• Bachelor’s degree in finance or related field.
• At least 1 year of experience in financial services.
• Pursuing CFA charter, CFP designation, or equivalent.
• Registration eligibility within 3 months of start date (e.g. CFP®, CFA, Series 65/66).

Responsibilities

• Support portfolio construction, asset allocation, and rebalancing.
• Oversee cash and client activity reports, trade reconciliation, and settlement reviews.
• Prepare trade recommendations and maintain target portfolios per firm guidelines.
• Analyze alternative investments and reconcile related fund data.
• Monitor performance against benchmarks and report drivers to Wealth Advisory.
• Assist in scenario testing, stress/drawdown analysis, and compliance with objective letters.

Skills

Financial services experience

CFA/ CFP progression

Registration eligibility within 3 mos

Education

Bachelor’s Degree in finance or related field

Job description

Waldron Private Wealth is seeking a client portfolio analyst to support investment portfolio management, help with trades, rebalancing, and day-to-day client portfolio oversight. The role emphasizes performance analysis and risk management to ensure portfolios align with investment objectives and firm guidelines.

You will collaborate with the Wealth Advisory and operations teams to execute trades and monitor client portfolios.