Research Associate

We are seeking a Research Associate in the Investment Office of our downtown Cleveland wealth management firm.  The Research Associate supports Clearstead's Investment Office by maintaining departmental manager databases and related reports and acting on the team's behalf for critical internal IT, marketing, and other strategic projects.

In this position you will:

• Provide annual, semi-annual, quarterly, and monthly operational assignments to assist the Research department. 
• Maintain investment manager databases and ratings processes (public and private markets)
• Coordinate and produce private markets reports ensuring accuracy and consistency
• Assist senior team members with investment diligence, due diligence write-ups and creating manager updates
• Participate on calls when necessary, with third party managers, products, and vendors
• Improve the department’s use of technology in the day-to-day operations by monitoring the performance of manager ratings and the manager database
• Coordinate operational activities with the firm’s portfolio implementation team and operations team.
• Attend at Investment Committee meetings on an as-needed basis
• Complete other duties as assigned

The successful candidate will have:

• 0-3 years of related experience within a professional services firm; experience within a financial services institution a plus
• Bachelor’s Degree
• Strong analytical skills, exhibits great attention to detail and has the ability to think strategically
• 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
• Excellent interpersonal and communication skills, written and verbal
• Demonstrated client service skills
• Strong computer proficiency (e.g. Word, Excel, Adobe and Outlook)
• Experience in writing and editing business development materials as well as creating and working with spreadsheets, charts and graphs
• Strong team player and be able to interact with staff at all levels of the organization
• Commitment to company values

Clearstead is committed to building a culturally diverse workforce and strongly encourages applications from minorities and women.

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law. 

The qualified candidate can expect:

• A flat, bureaucracy-free organizational structure that fosters creative thinking and involvement at all levels of the organization.
• The opportunity to join a growing firm that offers professional growth in an industry that is both dynamic and intellectually challenging.
• An opportunity to work with high-profile private clients and institutions across the country.
• A competitive base salary with an incentive bonus program
• 401(k) Savings plan with company contributions
• Health, Dental, Vision, and Long-term disability insurances

Generous paid time off programWe are Clearstead…an independent wealth management and investment consulting firm in Cleveland, Ohio.

Our private clients are families, individuals, and related entities. Our institutional clients include retirement funds, endowments and foundations, higher educational institutions, and healthcare organizations.

There’s a popular line at Clearstead, “There are no sharp elbows.”  Employees have a voice in driving our success through our innovative, team-based approach.  By empowering employees with rewarding careers, ownership, and valuing their perspectives we foster a culture of collaboration.  This helps us attract and retain strong and motivated individuals.