Investment Analyst / Jr. Portfolio Manager

Privately-held Investment Firm
Cleveland, Ohio
Based on Experience, Bonus, Medical, Dental, Profit Sharing.
Oct 17, 2018
Dec 16, 2018
Industry Sector
Asset Management
Employment Type
Full Time

Northeast Ohio investment company seeks an analyst or junior portfolio manager to join its Investment Research Team.  The individual should have up to 5 years of experience in the financial services industry within an equities investing role.  The ability to analyze companies, their opportunity, and understand valuation methodology are essential.  The firm manages over $700 million in assets for institutions, high net-worth individuals, and foundations. 


  • Source, evaluate and monitor investment opportunities across the US market for the firm’s multiple strategies & portfolios.
  • Publish internal research as needed as well as market commentaries & client communication.
  • Interact with portfolio company management and Wall Street sell-side analysts to monitor existing holdings. 
  • Attend performance reviews with clients and represent the firm at Industry conferences as needed.
  • Assist with quantitative reporting, RFPs and Consultant visits.

Skills & Qualifications

  • Strong intellectual curiosity.
  • A passion for research and analysis.
  • Problem solving skills.
  • Independent thinker.
  • Strong work ethic. 
  • Self-motivated and the ability to work independently.
  • Strong qualitative, quantitative and communications skills.
  • Mastery of Microsoft Excel, Word and PowerPoint .
  • Working knowledge of Bloomberg Terminal and/or Thompson Reuters preferred.
  • Buy-side work experience preferred.
  • BA required, MBA & CFA / CFA Candidate preferred.
  • Local Candidates Only.
  • 15% travel.
  • US Work Permit Required.
  • Full benefits (Health, Dental, Vision, Profit Sharing Plan).

Email applications only.  No phone calls please.