About us Careers

Join Us:
Shape the Future of Asset Management

Through stricter regulatory adherence, innovative investment strategies, and a commitment to clarity, we empower successful individuals, families, businesses, and charities to achieve their financial goals.

Join Us

We are growing and seeking talented, driven individuals to join our dynamic team. Below are opportunities to launch or advance your career in a high-performing, supportive environment.

Feel inspired

Location:

New York, USA

The Role:

As an Investment Analyst, you will be the backbone of our research efforts, providing the critical analysis that drives our investment decisions. You will work alongside senior portfolio managers to evaluate equities, fixed income, commodities, and international trade opportunities. Your primary responsibilities will include financial modeling, industry research, company due diligence, and preparing investment committee materials.

Your Background and Experience:

  • Master’s degree in Finance, Economics, or a related field

  • 1-3 years of experience in a related role (e.g., internship in investment banking, equity research, or asset management)

  • Strong proficiency in financial modeling, Excel, and Bloomberg or FactSet

  • Exceptional analytical and quantitative skills with a keen attention to detail

  • CFA candidate or intention to pursue is a strong plus

How to Apply:

If you are driven by intellectual curiosity and have a passion for uncovering market insights, we want to hear from you. Please send your resume to careers@white-cedar.com with the subject line "Investment Analyst Application."

Junior Trader

Location:

New York, USA

The Role:

The Junior Trader will execute equity, fixed income, and commodity transactions in the secondary markets on behalf of client portfolios. You will be responsible for ensuring best execution, monitoring real-time market movements, and supporting the senior trading team with strategy and post-trade analysis. This role is a gateway to mastering the technical and analytical skills of trading.

Your Background and Experience:

  • Bachelor’s degree in Finance, Mathematics, or Engineering

  • At least 2 years of experience in a trading environment (including internships)

  • Ability to thrive under pressure and make quick, calculated decisions

  • Strong understanding of market microstructure and trading algorithms

How to Apply:

If you thrive in a fast-paced environment and are committed to a career on the front lines of the markets, please submit your resume to careers@white-cedar.com with the subject line "Junior Trader Application."

Client Service Associate

Location:

New York, USA

The Role:

As a Client Service Associate, you will be a vital link between White Cedar and our esteemed clients. You will support Relationship Managers by handling day-to-day client inquiries, preparing performance reviews, facilitating account maintenance, and ensuring a seamless, high-touch service experience for our successful individuals, families, and institutions.

Your Background and Experience:

  • Bachelor’s degree in Business, Communications, or a related field

  • 1-2 years of client-facing experience, preferably in financial services

  • Excellent verbal and written communication skills

  • Highly organized, proactive, and empathetic with a strong service mentality

  • Proficiency in Microsoft Office Suite and CRM software

How to Apply:

If you are dedicated to building lasting relationships and delivering exceptional client experiences, we encourage you to apply. Please send your resume and a brief note on what client service means to you to careers@white-cedar.com with the subject line "Client Service Associate Application."

Financial Planning Analyst

Location:

New York, USA

The Role:

This role focuses on the "wealth planning" side of our business. You will assist senior advisors in creating comprehensive financial plans for clients, including cash flow analysis, retirement planning, tax optimization strategies, and estate planning considerations. You will turn complex financial data into clear, actionable advice.

Your Background and Experience:

  • Bachelor’s degree in Finance, Accounting, or Financial Planning

  • 1-3 years of experience in a financial planning or wealth management support role

  • Knowledge of financial planning software

  • Strong interest in obtaining CFP certification

  • Meticulous, with the ability to explain complex concepts simply

How to Apply:

If you are passionate about helping clients achieve their lifelong financial goals through meticulous planning, please send your resume to careers@white-cedar.com with the subject line "Financial Planning Analyst Application."

Risk & Performance Analyst

Location:

New York, USA

The Role:

This role is central to our mission of "mitigating risk." You will be responsible for measuring and analyzing portfolio risk, performance attribution, and ensuring alignment with client investment mandates. You will create reports that help our investment team and clients understand the drivers of returns and risks.

Your Background and Experience:

  • Bachelor or Master’s degree in Finance, Financial Engineering, or a quantitative field

  • 1-3 years of experience in risk management or performance measurement

  • Strong quantitative skills and proficiency in Excel; knowledge of Python, SQL, or VBA is a plus

  • Familiarity with risk metrics (e.g., VaR, Sharpe Ratio, Tracking Error) and performance attribution methodologies

How to Apply:

If you have a quantitative mind and are dedicated to bringing clarity to investment risk and performance, we look forward to receiving your application. Please submit your resume and transcript to careers@white-cedar.com with the subject line "Risk & Performance Analyst Application."

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