at Waverly Advisors in Merrillville, Indiana, United States
Job Description
Conduct quantitative analysis of holdings, strategies, & investment philosophy across the firm. Hold one-on-one meetings with advisor groups & Portfolio Management team members to review portfolio performance, strategy alignment, & provide additive recommendations. Translate complex quantitative findings into clear actions tailored to advisors' needs & client goals. Identify & escalate concerns to Sr Director of Portfolio Management to drive continuous improvement. Train & mentor new Portfolio Management team members on firm’s investment approach & internal tools. Deliver timely, accurate updates on Waverly’s investment strategies to internal stakeholders, supporting advisor meetings & client-facing communications. Act as primary point of contact for members of Portfolio Management team seeking clarity on firmwide investment approaches. Collaborate with internal investment, research, & planning teams to ensure consistent & coordinated messaging. Facilitate the adoption of firmwide investment options by connecting advisors with internal resources. Create internal quantitative analysis reports to support advisor growth & business development. Represent the Portfolio Management team on internal committees & cross-functional projects as needed.
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