Portfolio Associate

2 weeks ago

Cleveland, Ohio, United States Clearstead Full time
Job Title: Portfolio Associate

We are seeking a highly motivated and detail-oriented Portfolio Associate to join our team at Clearstead, a leading independent institutional and wealth advisory firm in Cleveland, Ohio.

Key Responsibilities:
  • Provide comprehensive support to the Private Client Group and their clients, including portfolio analysis and management.
  • Develop and maintain knowledge of investment software systems, such as Tamarac Advisor View/Rebalancer and Addepar.
  • Assist in maintaining client databases and investment policy information to ensure data integrity.
  • Organize and track client assignments to efficiently manage workload.
  • Assist with audit of client investment reports for accuracy and create impactful deliverables.
  • Use internal systems to manage work efforts and communicate effectively to drive consistent and professional client experiences.
Requirements:
  • Bachelor's degree in Business Administration, Finance, Economics, or related field.
  • 1-3 years of investment and financial market experience within a professional services firm; experience within a financial services or wealth advisory firm a plus.
  • Strong interest in investments and general familiarity with market history and trends.
  • Ability to work under pressure, organize and manage multiple priorities in a demanding environment.
  • Demonstrated analytical skills and strong computer proficiency.
  • Excellent interpersonal and communication skills, written and verbal.
  • Strong team player with the ability to interact with staff at all levels of the organization.
What We Offer:
  • A flat, bureaucracy-free organizational structure that fosters creative thinking and involvement at all levels of the organization.
  • The opportunity to join a growing employee-owned firm that offers professional growth in an industry that is both dynamic and intellectually challenging.
  • An opportunity to work with institutions across the country.
  • A competitive base salary with an incentive bonus program.
  • 401(k) Savings plan with company contributions.
  • Health, Dental, Vision, and Long-term disability insurances.
  • Generous paid time off program.

We are an equal opportunity-employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law.

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