Research Associate

at  Clearstead Advisors LLC

Cleveland, OH 44114, USA -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate08 Nov, 2024Not Specified09 Aug, 20243 year(s) or aboveGood communication skillsNoNo
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Description:

Description:
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 data bases and related reports and acting on the team’s behalf for critical internal IT, marketing, and other strategic projects.

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 program
    We 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

Responsibilities:

Please refer the Job description for details


REQUIREMENT SUMMARY

Min:3.0Max:8.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Finance

Graduate

Proficient

1

Cleveland, OH 44114, USA