Wealth Management Internship Opportunity

6 days ago


Cleveland, Ohio, United States Clearstead Full time
Job Summary

We are seeking a highly motivated and detail-oriented Financial Services Professional to join our team at Clearstead. As a Financial Services Intern, you will have the opportunity to gain hands-on experience in the finance and wealth management field, working closely with our senior leadership team.

Key Responsibilities
  • Research and Analysis
    • Support research coverage for all strategies, including quarterly performance and attribution assessment of investment managers.
    • Create written reports for all strategies within assigned asset class.
    • Conduct economic and market research and analysis as needed.
  • Institutional Consulting
    • Research and solve client issues, addressing clients' investment and financial needs.
    • Coordinate and assist with RFP responses.
    • Conduct investment research projects and analyze/evaluate data to provide sound investment recommendations.
    • Coordinate and finalize client meeting materials.
  • Portfolio Management
    • Participate in research meetings to gain a firm understanding of investment strategies.
    • Develop knowledge of clients by attending team meetings, reviewing CRM notes, and studying client files.
    • Proactively review investment portfolios for clients and prepare trades using Tamarac Rebalancer software.
    • Work on special projects related to portfolio management and trading.
  • Financial Planning and Tax Strategy
    • Review and update client net worth report for use in client presentation.
    • Assist in various financial analysis for clients using eMoney software.
    • Work on special projects related to personal financial, estate, tax, or charitable planning.
    Requirements
    • Working toward a Bachelor's Degree or MBA in Finance.
    • Pursuit of the CFA designation is a plus.
    • Ability to work under pressure, organize, and manage multiple priorities in a demanding environment.
    • Excellent interpersonal and communication skills, written and verbal.
    • Ability to conduct quantitative analysis with a critical eye.
    • Enjoy working in a team environment.

We are an equal opportunity employer and welcome applications from diverse candidates. Clearstead is committed to building a culturally diverse workforce and fostering a collaborative environment.



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