Portfolio Associate

Clearwell Advisors, LLC
Tampa, Florida
Market Comp including base, benefits and discretionary bonus
Jun 15, 2021
Aug 14, 2021
Portfolio Associate
CFA Charterholder
Employment Type
Full Time

Clearwell Group, LLC

Job Description:  Portfolio Associate

Contact:  Please send resume and cover letter to Mary Bruder (mary@clearwellgroup.com)


Clearwell Group is a family office seeking a Portfolio Associate to focus on manager search and analysis, asset allocation, asset class analysis.  Investment Managers include primarily public equity and private equity managers but will cross geographies and asset classes, sectors and market caps. Investment vehicles include hedge funds, private equity, venture funds, private real estate and separate account managers.  The position is located in Hyde Park, Tampa and will report to the Managing Member / CIO of Clearwell Group, LLC.

  • Provide analytical support on a wide variety of assignments including asset allocation, portfolio risk analysis, asset class analysis, manager sourcing and monitoring and individual security analysis.
  • Assist with all aspects of the investment process, including monitoring investment portfolios, sourcing managers, negotiating terms, due diligence and ongoing monitoring of performance
  • Use and manage various portfolio software tools including account reconciliation software, client reporting software, portfolio management software and CRM facing manager search and monitoring
  • Monitor Pipelines, Track Investments vs. benchmarks, and Produce performance reports on various investments as well as summary reports for management and advisory board review

Benefits of the Position:
- The chosen candidate will benefit from a broad exposure to all aspects of Clearwell Group, LLC’s family office investment business.

  • Gain exposure to the entire process of running a diverse portfolio within an experienced team
  • Ability for individual to steadily grow responsibilities within firm for long-term position based on capabilities and responsibility


  • Bachelor's degree from a competitive undergraduate business program.   A concentration/major in Finance is preferred
  • CFA
  • Strong knowledge of markets, cross asset class, security analysis and corporate finance
  • Strong quantitative skills and demonstrated analytical ability as well as understanding of financial modeling and valuation terms, concepts and methodologies, Excel
  • Three to five years’ work experience in endowment or investment work
  • Investment banking, corporate finance or sell-side research background
  • Computer proficiency with a strong working knowledge of Microsoft Excel, PPT, some programing and online resources experience a plus
  • Excellent written and verbal communication skills
  • Strong organizational skills, attention to detail and ability to accurately manage multiple projects simultaneously
  • Ability to work both independently and with others
  • Strong ethical framework including handling confidential information and serving others with excellence