Client Portfolio Analyst
Waldron Private Wealth
Wayne, PA · Posted November 4, 2026
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Among financial and investment analysts, AI is already used for a large share of the tasks. Measured exposure for financial and investment analysts: 57% (high).
Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.
About the job
Waldron Private Wealth (Waldron) is seeking a client portfolio analyst to provide investment portfolio management services, assist with the preparation of trades, rebalancing, and day-to-day managemen