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Senior 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 a Senior Investment Analyst to our Private Markets team in our Atlanta, GA office, reporting directly to the Chief Investment Officer of Private Markets. As a Senior Investment Analyst, you will play a significant role in sourcing, evaluating, analyzing, and managing private market investments.

This position requires strong communication skills, a curious and investigative mindset, and a technical understanding of financial markets and alternative investment strategies such as real estate and private credit. Your expertise will be essential in providing strategic insights and recommendations to optimize portfolio performance and achieve investment objectives.

Senior Investment Analyst Responsibilities:

  • Conduct thorough strategy and operational due diligence on private investments, in particular real estate and private credit.
  • Write investment memos and prepare presentations making investment recommendations supported by thorough analysis.
  • Defend investment recommendations and engage in critical analysis alongside the research team and Investment Committee in a collegial atmosphere grounded in mutual respect.
  • Identify market trends, macroeconomic factors, and regulatory developments that may inform investment decisions and identify potential risks and opportunities.
  • Assist in the creation and design of materials used to communicate effectively with clients and advisors across a variety of channels.

Required Qualifications and Skills:

  • Bachelor’s degree in finance, economics, or a related field.
  • 5+ years of experience in investment analysis, preferably within private markets.
  • Demonstrable experience running a due diligence process on private fund investment opportunities.
  • Effective communication and presentation skills, with the ability to convey complex ideas and analysis to diverse audiences.
  • Attention to detail and commitment to note taking.
  • Ability to work independently, prioritize tasks, and manage multiple projects simultaneously.
  • Demonstrate integrity, professionalism, and ethical conduct in all aspects of work.
  • Desire to grow your network.
  • Proficiency in in Microsoft Excel and PowerPoint.

Preferred Qualifications:

  • CFA designation is highly desirable.
  • Experience working in financial services.
  • Real Estate expertise a plus.

Travel:

  • Moderate travel is required.

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 and five weeks after 8 years of service.
  • Four weeks paid sabbatical program after seven consecutive years of service, maximum of two sabbaticals while employed.
  • 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 or someone you know would be a good fit for our Investment Team and would like to be considered for this position, please submit your resume to the Waverly HR Department.

 

Apply Now

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 Investment Analyst to the team in our Charlotte, NC office. The ideal candidate will possess strong computer and analytical skills and a passion for investments. We are looking for an individual with experience 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.

 

Investment Analyst Responsibilities:

  • Gather and analyze fundamental data to inform investment strategy.
  • Work with wealth advisors on designing portfolios for prospective clients.
  • Prepare internal and external communications on relevant investment topics, to better help clients and advisors navigate volatile markets.
  • 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:

  • Some travel is required, up to 20%.

 

Required Qualifications and Skills:

  • Bachelor’s degree in Finance, Accounting, Economics, Business or a related field.
  • One to four years’ experience working in research in the financial services industry, preferably in an RIA or broker/dealer.
  • Experience working in a Portfolio Management System, Tamarac or Orion preferred.
  • Strong analytical and quantitative skills.
  • Exceptional attention to detail and ability to work in a fast-paced, high growth environment.
  • Proficiency in Microsoft Office Suite, with a special emphasis in Excel
  • Excellent verbal and written communication skills.
  • Ability to collaborate effectively within a team.
  • Self-starter with problem-solving ability, adaptability and flexibility.
  • Ability to work both independently and in a team environment.
  • A genuine desire to serve with excellence.

Preferred Qualifications and Skills:

  • MBA
  • Experience with financial analysis software such as Bloomberg or Morningstar.
  • Desire to obtain Series 65 and CFA.

Physical Requirements:

  • Prolonged periods of sitting at a desk and working on a computer
  • Must be able to lift 15 pounds at times

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
  • Four weeks paid sabbatical program after seven consecutive years of service, maximum of two sabbaticals
  • 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 to the role via LinkedIn.

Apply Now

Client Service Associate

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 experienced Client Service Associate to the team in our Lakeland, FL office. The Client Service Associate is an essential part of the Waverly Advisors team, regularly serving as the liaison between clients and advisors/financial planners, as part of our overall client experience. A successful candidate will have the ability to effectively communicate with clients and team members, excellent attention to detail, strong written and verbal communication skills, an energetic and positive attitude, and a willingness to learn. Organizational skills, resiliency and flexibility, promptness and the ability to anticipate needs are necessary in all tasks and responsibilities.

Responsibilities:

  • Provides all client service support including account applications, custodial paperwork, investment advisory agreements and money movements.
  • Responds to all internal and external client requests in a timely manner.
  • Processes all documents from clients including advisory agreements, account applications or other custodial paperwork.
  • Assists in all meeting preparation including binding and preparing presentation materials.
  • Coordinates with Private Fund team on any alternative investment subscriptions and redemptions.
  • Reviews all quarterly reports and invoices, and schedules clients’ quarterly reviews with advisors.
  • Works directly with a variety of financial custodians (Fidelity, Schwab) to establish, maintain and update all new and existing client accounts.
  • Tracks and updates client-related information in SharePoint and Redtail including but not limited to contact information, investment advisory agreements, client-related notes and correspondence and other relevant information or documentation.
  • Tracks information sent to financial custodians for verification of receipt and completed work.
  • Assists with tracking client money movement requests and communicating that information to Advisors.
  • Notifies Wealth Advisors if trades are needed related to client money movement requests.
  • Processes Required Minimum Distributions (RMD’s) for clients on an annual basis.
  • Follows Waverly compliance policies and procedures related to client requests and other matters.

 

Travel:

  • Minimal travel is required.

 

Qualifications and Experience:

  • At least 1 year of client service experience in an RIA or Broker/Dealer.
  • Bachelor’s Degree or higher or, in lieu of a college degree, 5 years of experience in financial services.
  • Experience with Fidelity and Schwab strongly preferred.
  • Familiarity with portfolio accounting systems and client relationship management software is preferred.
  • Proficiency in Microsoft Office.

Competencies and Skills:

  • Proactive, team player who values building positive relationships with clients and colleagues.
  • Detail-oriented self-starter.
  • Highly organized.
  • Strong verbal and written communication skills.
  • Can-do attitude where no task is too big or small.
  • Ability to juggle demands of multiple people and deadlines.
  • Positive attitude with a willingness to learn.

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, plus two floating holidays
  • Extra vacation day on your birthday week
  • Three weeks of PTO, increasing to four weeks after three years of service, and five weeks after eight years of service
  • Four weeks paid sabbatical program after seven consecutive years of service
  • 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 to the role via LinkedIn.

 

Apply Now

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 Investment Analyst to the team in our Atlanta, GA office. The ideal candidate will possess strong computer and analytical skills and a passion for investments. We are looking for an individual with experience 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.

 

Investment Analyst Responsibilities:

  • Gather and analyze fundamental data to inform investment strategy.
  • Work with wealth advisors on designing portfolios for prospective clients.
  • Prepare internal and external communications on relevant investment topics, to better help clients and advisors navigate volatile markets.
  • 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:

  • Some travel is required, up to 20%.

 

Required Qualifications and Skills:

  • Bachelor’s degree in Finance, Accounting, Economics, Business or a related field.
  • One to four years’ experience working in research in the financial services industry, preferably in an RIA or broker/dealer.
  • Experience working in a Portfolio Management System, Tamarac or Orion preferred.
  • Strong analytical and quantitative skills.
  • Exceptional attention to detail and ability to work in a fast-paced, high growth environment.
  • Proficiency in Microsoft Office Suite, with a special emphasis in Excel
  • Excellent verbal and written communication skills.
  • Ability to collaborate effectively within a team.
  • Self-starter with problem-solving ability, adaptability and flexibility.
  • Ability to work both independently and in a team environment.
  • A genuine desire to serve with excellence.

 

Preferred Qualifications and Skills:

  • Experience with financial analysis software such as Bloomberg or Morningstar.
  • Desire to obtain Series 65 and CFA.

 

Physical Requirements:

  • Prolonged periods of sitting at a desk and working on a computer
  • Must be able to lift 15 pounds at times

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
  • Four weeks paid sabbatical program after seven consecutive years of service, maximum of two sabbaticals
  • 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 to the role via LinkedIn at (24) Investment Analyst | Waverly Advisors, LLC | 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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