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Associate Investment Analyst

Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, ‘Serve.’ It is the reason we go to work every day.

In this role, you’ll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you’ll grow as a person and leader in your field and transform those around you as well.

We are looking to add an Associate Investment Analyst to our Investment Team. The ideal candidate will possess strong computer and analytical skills and a passion for investments. We are looking for an individual with an interest in data analysis and a desire to develop skills and contribute to a team. A successful candidate will have the ability to effectively communicate with clients and team members, critical attention to detail, strong written and verbal communication skills, an energetic and positive attitude, and a willingness to learn. Organizational skills, resiliency and flexibility, and promptness are necessary in all tasks and responsibilities.

 

Skills & Responsibilities:

  • Analyze, create, and execute trades in client portfolios to bring into alignment with investment allocations.
  • Process simple and complex tax trading requests for gain/losses at advisors’ requests.
  • Primary responsibility for the trading functions within the firm as part of the trading team, including trading mutual funds, equities, options, and individual bonds in client accounts to ensure adherence with our recommended model portfolios.
  • Audit client transactions, fees, cash balances, and securities to ensure compliance with firm policies.
  • Monitor market conditions and execute trades in a timely and efficient manner.
  • Collaborate with portfolio managers and research teams to implement investment decisions.
  • Work closely with the operations team to resolve trade-related issues and discrepancies.
  • Continually assess current procedures and programs for continuous improvement.
  • Utilize trading platforms, order management systems, and other financial tools to execute trades.
  • Maintain accurate records of trades and transactions.
  • Assist in the preparation of reports for internal and external stakeholders, including performance reports and compliance documentation.
  • Proactively assess clients’ portfolio allocation to determine if they are within tolerance bands.
  • Run weekly reports for advisors.

 

Travel:

  • Minimal travel is required.

 

Qualifications:

  • Strong analytical and quantitative skills.
  • Excellent attention to detail and ability to work in a fast-paced environment.
  • Strong communication and interpersonal skills.
  • Ability to collaborate effectively within a team.
  • Familiarity with Orion Eclipse trading platform, preferred.
  • Bachelor’s Degree in a related field, preferred.
  • Experience with options trading, preferred.
  • Experience with portfolio rebalancing and tax loss harvesting.
  • Detail-oriented self-starter with problem solving ability, adaptability, and flexibility.
  • Desire to work in a fast-paced, high growth company.
  • Excellent interpersonal skills.
  • Strong proficiency in MS Office, particularly Excel.
  • Ability to work both independently and in a team environment.
  • A genuine desire to serve with excellence.

 

Physical Requirements:

  • Prolonged periods of sitting at a desk and working on a computer
  • Must be able to lift 15 pounds at times
  • Must be able to access and navigate each department at the organization’s facilities

 

Benefits:

  • Health, Dental, and Vision benefit options
  • 401K
  • Nine paid holiday days per year, plus two floating holidays
  • Extra vacation day on your birthday week
  • Three weeks of PTO, increasing to four weeks after three years of service (PTO is accrued quarterly)
  • Four weeks paid sabbatical program after seven consecutive years of service, maximum of two sabbaticals while employed with us
  • Compensation commensurate with experience

 

Legal:

Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law. Interested in applying? If you believe you would be a good fit for our team and would like to be considered for this position, please apply via LinkedIn.

 


Culture is in Everything We Do

“The guiding principle behind our culture and everything we do is ‘Serve.’ It is the reason we go to work every day. As we have served our clients, one another, and our communities, we have enjoyed exponential growth. Our advisors are deeply entrenched in their communities and continue to develop and maintain strong relationships. We have a wholehearted commitment to be a strict, fee-only fiduciary always acting in the best interest of our clients.”

– Josh Reidinger, CEO

Awards & Rankings

As we strive to be a leader in our industry, Waverly finds value in participating in the top award & rankings competitions, proving to ourselves, our clients and our peers that we are a firm to watch.


Team Testimonials

Our team is our voice.  Whether you are a new partner firm making the transition to become part of Waverly or a long-term team member; you know that when we speak culture we mean every word.  These testimonials give you a sneak peak of what it means to be part of Waverly.

 

 

 


 

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