People Architects · 6 hours ago
Wealth Management Analyst
Pepper Pike, OH
Full-time
Onsite
Entry Level
$60K/yr - $75K/yr
1+ years expPeople Architects is excited to recruit for a Trader / Analyst – Junior Wealth Management, on behalf of one of our trusted partners, a Cleveland-based wealth management firm. This role is ideal for an early-career professional who is sharp with numbers and eager to learn wealth management, supporting trading execution and portfolio management. The position offers real responsibility, exposure, and accelerated learning in a fast-moving startup environment.
Human Resources
Responsibilities
Assist with trade execution, monitoring, and reconciliation
Support portfolio rebalancing and implementation activities
Monitor cash flows, allocations, and position data
Prepare analytical and performance reports
Support investment analysis and due diligence
Maintain clean, accurate data and reporting outputs
Assist with operational, process, and workflow improvements
Coordinate with custodians, vendors, and internal teams as needed
Qualification
Required
Bachelor's degree in Finance, Economics, Math, Analytics, or related field
Strong numerical and analytical skills
High attention to detail and accuracy
Comfortable working in Excel and financial systems
1–3 years of experience through internships or early-career roles in finance, trading, banking, or investments
Curious, hardworking, and receptive to feedback
Company
People Architects
At People Architects, we specialize in providing small and mid-sized businesses with flexible, cost-effective Human Resources solutions designed to support growth without the expense of a full-time HR director.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase