Waldron Private Wealth (Waldron) is looking to fill an investment position that will oversee and coordinate the investment research process for the firm, with the objective of managing portfolios for ultra-high net worth individuals. This process will include manager due diligence, macroeconomic research, asset allocation, and other items. This individual will also act as an internal subject matter expert on investment related matters, and will take on a leadership role in investment decision making.

In this role, you will:

• Lead all aspects of manager due diligence, allocation (both strategic and tactical), and macroeconomic research for clients of the firm.
• Lead oversight of existing investment managers, including periodic dialogue with the portfolio management teams.
• Oversee and execute prospective manager searches across public equities, public fixed income, private equity, private credit, private real estate, and other asset classes.
• Evaluate private investment opportunities, sourced from various channels, including funds, fund of funds, direct investments, and co-investments.
• Act as a member of the firm’s Investment Strategy Group, and oversee presentations to the group related to asset allocation adjustments, investment manager changes, and other investment decisions.
• Lead communications to the Advisory Staff regarding all matters related to portfolio management. These will include monthly communications, periodic email communications, and various ad-hoc requests as needed.
• Generate investment related content, including blogs, podcasts, white papers, and periodic commentaries.
• Develop and maintain relationships with strategic investment management partners.
• Discuss portfolio management matters with a small subset of clients and prospective clients on an as needed basis.
• Generate investment-related reports for client portfolios and internal process, including the creation and modification of client portfolios, portfolio rebalancing reports, and investment performance reporting.
• Evaluate prospective client portfolios; generating portfolio analysis reports as well as conveying analysis of the investments internally to team members.
• Perform client related duties typically assigned by Director – Investments and/or engagement Service Advisors.
• Participate in monthly and quarterly due diligence processes performed by the Investment team.

• Bachelor’s Degree in finance or related field required.
• Minimum of six (6) years of wealth management or investment related experience required. Eight (8) years preferred. Experience in the UHNW space preferred.
• CFA designation highly preferred.
• Series 65 required or obtained within three (3) months unless regulatory exemption is granted.

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 Barron’s, 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