Senior UHNW Portfolio Manager
waldron private wealthDetroit, MI
Senior UHNW Portfolio Manager
L5
waldron private wealthDetroit, MItoday
Industries
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment ActivitiesWaldron Private Wealth in Detroit, MI seeks an experienced investment professional to oversee the implementation and ongoing management of complex portfolios for ultra-high-net-worth clients. This non-client-facing role emphasizes execution, rebalancing, cash management, performance analysis, and risk monitoring to ensure alignment with investment strategies.
The ideal candidate brings strong technical and analytical skills, a CFA/CFP/CAIA or equivalent credential, and a track record in wealth
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Level
SeniorL5
Location
Detroit, MI
Occupation
Investment Fund Managers
Industry
Portfolio Management and Investment Advice
Posted
today
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