22 days old

Associate Performance Analyst - Hybrid Remote

Cleveland, OH 44114 Work Remotely
  • Job Code

We are seeking an Associate Performance Analyst in the Operations/Reporting department of our wealth management firm, located in Cleveland, Ohio. The candidate will be focused on aggregating, reconciling, and reporting of alternatives investments and a variety of other non-alternative investments tracked in-house.

This position offers work from home flexibility 2-3 days per week.

The position responsibilities include:

  • Tracks and reconciles alternative investments and other manually tracked investments to prepare for monthly reports, meeting reports and quarterly reports
  • Monitors alternative investment transactions
  • Coordinates capital calls and distributions between the managers and internal teams
  • Reconciles performance to manager reported returns and investigates discrepancies
  • Communicates with other colleagues as well as with custodians, managers, and clients to collect data
  • Saves manager valuation statements and other necessary documents posted by the manager
  • Onboards new client alternatives
  • Adheres to Clearstead's reconciliation standards and procedures
  • Completes administrative tasks such as setting-up accounts, saving documents, assisting others on various requests and data collection
  • Data Management and Analytics Projects: completes additional platform projects to increase efficiencies
  • Completes other duties as assigned

Essential skills and experience:

  • Bachelor's Degree in Business Administration, Finance or related field
  • 1-2 years of related experience within a financial services firm a plus
  • Strong understanding of alternative investments, particularly private equity, a plus
  • Strong analytic skills and the ability to think strategically
  • Strong interpersonal, analytical, written, and oral communication skills and business maturity while working proactively in a client-focused entrepreneurial environment
  • Ability to work under pressure, organize and manage multiple priorities while meeting deadlines and be flexible in working on multiple projects simultaneously
  • Strong computer proficiency (e.g. Word, Excel (formulas and pivot tables), Adobe, PPT and Outlook)
  • Strong team player
  • 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 employee-owned 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 program

We are Clearsteadan independent institutional and wealth advisory firm in Cleveland, Ohio.

We advise nearly 200 institutions and 900 private clients on more than $31.5 billion of assets. Our institutional clients include retirement funds, endowments and foundations, higher educational institutions, and healthcare organizations. Our private clients are families, individuals, and related entities.

There's a popular line at Clearstead, There are no sharp elbows. There is a palpable sense of kindness and respect for one another; of doing what is right for clients and the firm. Our culture is collaborative and collegial and encourages sharing of information and ideas. This helps us attract and retain strong and motivated individuals.



Posted: 2023-03-10 Expires: 2023-04-10

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Associate Performance Analyst - Hybrid Remote

Cleveland, OH 44114

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