Clearstead · 1 day ago
Portfolio Associate
Cleveland,OH,US
Full-time
Onsite
Entry Level
1+ years expClearstead is a wealth management firm located in downtown Cleveland, Ohio, seeking a Portfolio Associate to provide comprehensive investment portfolio support to the Private Client Group. The role involves operations and administration, portfolio oversight, and client service, focusing on investment strategy implementation and maintaining client relationships.
AdviceFinancial ServicesWealth Management
Responsibilities
Develop knowledge of and utilize Tamarac Advisor View/Rebalancer, Addepar and other software systems to analyze and manage client portfolios
Review and assist in maintaining client databases and investment policy information to uphold data integrity
Develop intermediate knowledge of clients through reading internal CRM notes, studying client files, and collaborating with team members
Organize and tracks client assignments to efficiently manage workload
Assist with audit of client investment reports for accuracy and crafts impactful deliverables
Use internal systems to manage work efforts and communicates effectively to drive consistent and professional client experiences
Complete other duties as assigned
Be responsible for investment portfolio construction, implementation of strategy, proactive portfolio oversight and centralized trading while maintaining the Clearstead Investment Philosophy
Create firm level investment analysis or modeling to support sophisticated investment clients
Organize and evaluate prospect investment data, contribute to the design of investment portfolio proposals, and collaborate with team members in a positive and passionate manner to win new business
Have interest and general knowledge of capital market dynamics and economic landscape, portfolio theory, market history and trends, and appreciation of individual investor behavioral traits
Participate in Investment Research Committee meetings
Regularly communicate with Research Department on investment strategy
Communicate portfolio updates to assigned clients as needed and directed by Managing Directors
Attend client meetings when requested by Managing Directors
Qualification
Required
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
General familiarity with market history and trends
Ability to work under pressure, organize and manage multiple priorities in a demanding environment where time management, attention to detail, follow-through and meeting deadlines are critical
Demonstrated analytical skills
Strong computer proficiency (e.g. Power Point, Word, Excel, Adobe and Outlook)
Demonstrated client service skills
Excellent interpersonal and communication skills, written and verbal
Strong team player with the ability to interact with staff at all levels of the organization
Commitment to company values
Benefits
401(k) Savings plan with company contributions
Health, Dental, Vision, and Long-term disability insurances
Generous paid time off program
Company
Clearstead
Clearstead is a wealth management firm that offers investment consulting and financial solutions.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$7.3M2022-08-15Series Unknown· $7.3M
2021-10-08Acquired
Leadership Team
David C. Fulton
Chairman Emeritus
Recent News
2025-11-04
2025-03-14
Company data provided by crunchbase